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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
701
Core Wealth Partners
California
$597K – – –
GCM
702
Gallacher Capital Management
Colorado
$594K +$21.8K +308 +4%
BHPW
703
Beverly Hills Private Wealth
California
$588K -$67K -946 -10%
HIP
704
Harrell Investment Partners
Texas
$588K +$2.55K +36 +0.4%
CGA
705
Crescent Grove Advisors
Illinois
$583K +$108K +1,531 +21%
PBT
706
Pictet Bank & Trust
Bahamas
$577K -$8.5K -120 -1%
FFA
707
Farther Finance Advisors
California
$574K +$53.5K +756 +10%
BIM
708
Baldwin Investment Management
Pennsylvania
$573K -$23.9K -337 -4%
STA
709
Summit Trail Advisors
New York
$572K -$2.76K -39 -0.4%
DI
710
Diligent Investors
California
$569K – – –
BWAM
711
Boyd Watterson Asset Management
Ohio
$568K -$567 -8 -0.1%
HW
712
Hancock Whitney
Mississippi
$566K +$8.07K +114 +1%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$566K +$67.9K +959 +13%
WI
714
WrapManager Inc
California
$564K -$23.4K -330 -4%
RHDIC
715
R.H. Dinel Investment Counsel
California
$563K – – –
BFO
716
Boston Family Office
Massachusetts
$561K – – –
SCP
717
Sivia Capital Partners
California
$555K +$43.1K +609 +8%
PTC
718
Philadelphia Trust Company
Pennsylvania
$554K +$3.47K +49 +0.6%
WJWM
719
Williams Jones Wealth Management
New York
$553K – – –
NSIM
720
North Star Investment Management
Illinois
$551K – – –
FLPIM
721
F.L. Putnam Investment Management
Massachusetts
$551K +$83.4K +1,177 +16%
CPA
722
Cardiff Park Advisors
California
$550K +$4.53K +64 +0.8%
KA
723
Kovack Advisors
Florida
$549K -$20.3K -286 -3%
CW
724
CreativeOne Wealth
Kansas
$549K +$29.5K +417 +5%
IP
725
Ignite Planners
California
$549K +$1.56K +22 +0.3%
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