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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
726
Williams Jones Wealth Management
New York
$563K – – –
IP
727
Ignite Planners
California
$562K +$1.41K +22 +0.3%
E3F
728
Eight 31 Financial
Texas
$561K +$86.4K +1,348 +19%
CW
729
CreativeOne Wealth
Kansas
$561K +$87.2K +1,361 +19%
NSIM
730
North Star Investment Management
Illinois
$560K -$41.1K -642 -7%
PTC
731
Philadelphia Trust Company
Pennsylvania
$560K – – –
MSS
732
Mitchell Sinkler & Starr
Pennsylvania
$558K +$534K +8,330 New
BC
733
Broadwater Capital
Massachusetts
$552K +$1.86K +29 +0.4%
CP
734
Covenant Partners
Tennessee
$552K +$99.8K +1,558 +23%
LWAM
735
Legacy Wealth Asset Management
Minnesota
$545K +$5.13K +80 +1%
ECM
736
Estabrook Capital Management
New York
$545K -$52K -811 -9%
GC
737
Grimes & Company
Massachusetts
$543K +$3.97K +62 +0.8%
DP
738
Dearborn Partners
Illinois
$542K -$295K -4,596 -36%
BSW
739
Buckingham Strategic Wealth
Missouri
$541K +$257K +4,010 +99%
AC
740
Avestar Capital
New York
$540K +$145K +2,262 +39%
SW
741
StrongBox Wealth
Missouri
$537K +$21.5K +335 +4%
OWA
742
One Wealth Advisors
California
$535K +$114K +1,780 +29%
KCPG
743
Kavar Capital Partners Group
Kansas
$534K +$83.2K +1,298 +19%
HI
744
Harbour Investments
Wisconsin
$533K -$9.55K -149 -2%
BCWM
745
Bartlett & Co Wealth Management
Ohio
$532K +$12.4K +194 +3%
M
746
MOTCO
Texas
$532K +$6.54K +102 +1%
SQA
747
Simon Quick Advisors
New Jersey
$528K -$5.32K -83 -1%
EG
748
Ellerson Group
Maryland
$526K -$6.41K -100 -1%
CGA
749
Crescent Grove Advisors
Illinois
$525K +$1.67K +26 +0.3%
ACA
750
Aptus Capital Advisors
Alabama
$524K +$501K +7,819 New
28 29
30
31 32