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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Sagespring Wealth Partners
Tennessee
$554K +$580K +8,845 New
UBP
702
Union Bancaire Privee
Switzerland
$549K +$586K +8,938 New
ECA
703
Elevated Capital Advisors
Utah
$545K -$36.2K -553 -6%
PBT
704
Pictet Bank & Trust
Bahamas
$542K -$6.23K -95 -1%
SMA
705
Sage Mountain Advisors
Georgia
$542K -$221K -3,366 -28%
IP
706
Ignite Planners
California
$541K +$4.46K +68 +0.8%
AWM
707
Aries Wealth Management
Maine
$540K +$119K +1,815 +27%
BWAM
708
Boyd Watterson Asset Management
Ohio
$539K – – –
DI
709
Diligent Investors
California
$538K -$2.49K -38 -0.4%
SW
710
StrongBox Wealth
Missouri
$537K -$186K -2,834 -25%
UB
711
UMB Bank
Missouri
$536K -$330K -5,034 -37%
RHDIC
712
R.H. Dinel Investment Counsel
California
$535K – – –
BFO
713
Boston Family Office
Massachusetts
$533K – – –
PP
714
PDS Planning
Ohio
$532K -$94.7K -1,445 -15%
CPA
715
Cardiff Park Advisors
California
$527K +$4.85K +74 +0.9%
GM
716
GeoWealth Management
Illinois
$527K -$182K -2,772 -25%
CWM
717
Chemistry Wealth Management
New York
$525K +$22.5K +344 +4%
NSIM
718
North Star Investment Management
Illinois
$524K – – –
PTC
719
Philadelphia Trust Company
Pennsylvania
$523K -$3.21K -49 -0.6%
LWAM
720
Legacy Wealth Asset Management
Minnesota
$520K +$328 +5 +0.1%
SL
721
Summitry LLC
California
$518K +$77.3K +1,179 +17%
BC
722
Broadwater Capital
Massachusetts
$516K – – –
BWM
723
Baron Wealth Management
Michigan
$514K – – –
SWP
724
Strategic Wealth Partners
Ohio
$514K -$1.07M -16,269 -68%
WAG
725
Wallace Advisory Group
California
$513K -$34.7K -529 -6%
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