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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
726
Legacy Wealth Asset Management
Minnesota
$547K +$3.33K +47 +0.6%
LFS
727
Leibman Financial Services
Nebraska
$546K -$37.1K -524 -6%
HCP
728
Hardin Capital Partners
South Carolina
$544K -$43.7K -617 -7%
BC
729
Broadwater Capital
Massachusetts
$543K – – –
BWM
730
Baron Wealth Management
Michigan
$541K +$4.53K +64 +0.8%
ECM
731
Estabrook Capital Management
New York
$536K – – –
CWM
732
Chemistry Wealth Management
New York
$530K +$6.87K +97 +1%
OIC
733
Orion Investment Company
Missouri
$528K – – –
AF
734
Apexium Financial
Texas
$527K -$1.77K -25 -0.3%
M
735
MOTCO
Texas
$526K -$6.94K -98 -1%
KCPG
736
Kavar Capital Partners Group
Kansas
$526K – – –
TCA
737
Transcend Capital Advisors
New Jersey
$524K -$52.6K -743 -9%
HI
738
Harbour Investments
Wisconsin
$521K -$50.9K -718 -8%
AAS
739
Ameritas Advisory Services
Nebraska
$520K -$250K -3,528 -31%
OIA
740
OneDigital Investment Advisors
Kansas
$520K +$13.9K +196 +3%
HCA
741
Harbour Capital Advisors
Virginia
$518K -$29.4K -415 -5%
EG
742
Ellerson Group
Maryland
$518K +$85K +1,200 +18%
DP
743
Dearborn Partners
Illinois
$518K -$17.3K -244 -3%
WF
744
Welch & Forbes
Massachusetts
$517K -$162K -2,284 -23%
CC
745
Callan Capital
California
$514K +$103K +1,460 +23%
HP
746
Holistic Planning
Texas
$513K +$193K +2,725 +54%
HCM
747
Howard Capital Management
Georgia
$513K +$161K +2,267 +41%
SWM
748
Seed Wealth Management
Illinois
$512K -$21.2K -300 -4%
ADMI
749
Albert D. Mason Inc
Massachusetts
$511K +$2.48K +35 +0.5%
BCWM
750
Bartlett & Co Wealth Management
Ohio
$510K +$16.6K +234 +3%
28 29
30
31 32