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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
726
Lindbrook Capital
California
$513K +$45.4K +692 +10%
SPG
727
Strategic Planning Group
Utah
$511K +$510K +7,770 New
WHG
728
Westwood Holdings Group
Texas
$511K – – –
BGAI
729
Bruce G. Allen Investments
Colorado
$511K +$509K +7,763 New
BHPW
730
Beverly Hills Private Wealth
California
$507K +$163K +2,478 +47%
BC
731
Bartlett & Co
Ohio
$507K -$28K -426 -5%
BCWM
732
Bartlett & Co Wealth Management
Ohio
$507K -$28K -426 -5%
GCM
733
Gables Capital Management
Florida
$506K -$3.28K -50 -0.6%
WPC
734
Wedmont Private Capital
Pennsylvania
$505K +$75.5K +1,151 +17%
NRC
735
New Republic Capital
North Carolina
$505K +$79.5K +1,212 +19%
SW
736
StrongBox Wealth
Missouri
$505K +$42.5K +648 +9%
FMWA
737
Forvis Mazars Wealth Advisors
Missouri
$501K +$45.3K +690 +10%
SCP
738
Sivia Capital Partners
California
$500K +$499K +7,605 New
CA
739
Cullinan Associates
Kentucky
$500K +$232K +3,529 +87%
PCM
740
Parsons Capital Management
Rhode Island
$500K -$21.1K -322 -4%
WAG
741
Wallace Advisory Group
California
$499K -$50.6K -771 -9%
AFP
742
Ausdal Financial Partners
Iowa
$495K +$21.5K +328 +5%
FFA
743
Farther Finance Advisors
California
$494K +$305K +4,645 +163%
RBC
744
Romano Brothers & Co
Illinois
$492K -$80K -1,219 -14%
CJFS
745
Coulter & Justus Financial Services
Tennessee
$489K +$525 +8 +0.1%
ATC
746
Argent Trust Co
Tennessee
$487K -$44.8K -683 -8%
CPA
747
Cardiff Park Advisors
California
$486K +$4.13K +63 +0.9%
TCA
748
Transcend Capital Advisors
New Jersey
$485K -$40.4K -616 -8%
FRM
749
Fox Run Management
Connecticut
$484K +$483K +7,354 New
DWM
750
Drive Wealth Management
Utah
$484K -$7.94K -121 -2%
28 29
30
31 32