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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
701
CreativeOne Wealth
Kansas
$607K +$37.7K +563 +7%
BWAM
702
Boyd Watterson Asset Management
Ohio
$606K – – –
CWA
703
Cura Wealth Advisors
Illinois
$604K – – –
MCA
704
MSH Capital Advisors
Arizona
$604K +$12.4K +185 +2%
SWM
705
Spire Wealth Management
Virginia
$601K +$62.5K +933 +12%
CWM
706
Chemistry Wealth Management
New York
$598K +$6.77K +101 +1%
KCM
707
Kathmere Capital Management
Pennsylvania
$598K +$6.7K +100 +1%
AWAU
708
Alliance Wealth Advisors (Utah)
Utah
$597K +$19.7K +294 +4%
SCP
709
Sivia Capital Partners
California
$596K +$33K +493 +6%
CAM
710
CenterStar Asset Management
Illinois
$595K +$566K +8,450 New
BFO
711
Boston Family Office
Massachusetts
$593K -$5.56K -83 -1%
PBT
712
Pictet Bank & Trust
Bahamas
$591K – – –
IP
713
Ignite Planners
California
$590K -$938 -14 -0.2%
HCM
714
Hollencrest Capital Management
California
$590K -$33.5K -500 -6%
SSG
715
Summit Securities Group
New York
$590K +$561K +8,374 New
BMCM
716
Bryn Mawr Capital Management
Pennsylvania
$589K +$165K +2,467 +42%
SIA
717
Soltis Investment Advisors
Utah
$589K +$560K +8,360 New
LWAM
718
Legacy Wealth Asset Management
Minnesota
$589K +$6.57K +98 +1%
PTC
719
Philadelphia Trust Company
Pennsylvania
$588K – – –
SMA
720
Sage Mountain Advisors
Georgia
$586K -$26.1K -390 -4%
JSW
721
Journey Strategic Wealth
New Jersey
$585K +$334K +4,988 +150%
BC
722
Broadwater Capital
Massachusetts
$579K +$38.2M +570,605 +6,928%
HIP
723
Harrell Investment Partners
Texas
$578K -$57.8K -862 -9%
UB
724
UMB Bank
Missouri
$577K -$5.23K -78 -0.9%
PA
725
Probity Advisors
Texas
$575K +$8.58K +128 +2%
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