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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
801
Linscomb Wealth
Texas
$252K -$28.4K -505 -9%
BFM
802
Boston Financial Management
Massachusetts
$252K +$46.8K +833 +21%
BAM
803
Brave Asset Management
New Jersey
$251K – – –
JWCA
804
J.W. Coons Advisors
Ohio
$251K +$56 +1 +0%
FW
805
FirstPurpose Wealth
Utah
$251K +$270K +4,804 New
AB
806
Atlas Brown
Kentucky
$250K – – –
GLLW
807
Graves Light Lenhart Wealth
Virginia
$249K – – –
MOS
808
MGO One Seven
Ohio
$249K +$268K +4,765 New
MFG
809
Merit Financial Group
Georgia
$248K +$267K +4,744 New
TC
810
Titleist Capital
Texas
$246K -$25.7K -457 -9%
CC
811
Chicago Capital
Illinois
$246K – – –
LNC
812
Lincoln National Corp
Pennsylvania
$244K +$38.9K +693 +17%
SC
813
Shay Capital
New York
$243K -$48.4K -861 -16%
GIP
814
Granite Investment Partners
California
$243K – – –
PCS
815
Personal CFO Solutions
New Jersey
$241K -$27.6K -492 -10%
SBIA
816
Sheaff Brock Investment Advisors
Indiana
$241K -$22.5K -400 -8%
HI
817
Hudock Inc
Pennsylvania
$240K +$4.61K +82 +2%
SS
818
Simplicity Solutions
Minnesota
$240K +$5.22K +93 +2%
BFA
819
Bill Few Associates
Pennsylvania
$240K +$258K +4,593 New
RWA
820
Ropes Wealth Advisors
Massachusetts
$239K -$11.2K -200 -4%
AIM
821
Avity Investment Management
Connecticut
$239K – – –
AWAP
822
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$239K +$256K +4,561 New
4WM
823
44 Wealth Management
Oregon
$239K +$257K +4,567 New
MWM
824
Modera Wealth Management
New Jersey
$238K -$1.85K -33 -0.7%
QC
825
QCM Cayman
Texas
$238K +$255K +4,543 New
31 32
33
34 35