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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
701
Harmony Asset Management
Arizona
$791K – – –
LWAM
702
Legacy Wealth Asset Management
Minnesota
$791K +$4.28K +53 +0.6%
RYIA
703
Roehl & Yi Investment Advisors
Oregon
$790K +$110K +1,366 +19%
PAW
704
Plan A Wealth
Nebraska
$789K +$4.12K +51 +0.6%
IP
705
Ignite Planners
California
$786K +$1.45K +18 +0.2%
1WM
706
1900 Wealth Management
Texas
$784K +$4.53K +56 +0.7%
LMFP
707
Larry Mathis Financial Planning
Arizona
$784K -$11.6K -144 -2%
IC
708
Inscription Capital
Texas
$783K +$1.53K +19 +0.2%
PTC
709
Philadelphia Trust Company
Pennsylvania
$778K +$1.37K +17 +0.2%
SFG
710
Seamount Financial Group
Colorado
$774K -$36.4K -450 -5%
BA
711
Bridgewater Advisors
New York
$772K -$30.1K -372 -4%
GWM
712
Geneos Wealth Management
Colorado
$770K +$5.33K +66 +0.8%
PIM
713
Pullen Investment Management
Florida
$767K +$2.42K +30 +0.4%
GC
714
Grimes & Company
Massachusetts
$764K -$22.1K -273 -3%
HIP
715
Harrell Investment Partners
Texas
$764K – – –
IIM
716
InTrack Investment Management
Vermont
$762K -$135K -1,668 -17%
NB
717
NBT Bank
New York
$759K -$2.59K -32 -0.4%
WJWM
718
Williams Jones Wealth Management
New York
$759K +$59.6K +737 +10%
TFA
719
Transamerica Financial Advisors
Florida
$758K +$228K +2,817 +53%
EHWM
720
Eads & Heald Wealth Management
Georgia
$757K +$118K +1,465 +22%
JIP
721
Jaffetilchin Investment Partners
Florida
$757K -$15.9K -197 -2%
MPI
722
Mairs & Power Inc
Minnesota
$756K +$50.7K +628 +8%
XWL
723
XXI Wealth LLC
Illinois
$756K +$149K +1,846 +29%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$754K – – –
NPT
725
National Philanthropic Trust
Pennsylvania
$751K +$2.26K +28 +0.3%
27 28
29
30 31