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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
901
Prio Wealth Limited Partnership
Massachusetts
$332K – – –
APG
902
Abacus Planning Group
South Carolina
$332K – – –
JIC
903
Joel Isaacson & Co
New York
$332K – – –
GSB
904
Greenfield Savings Bank
Massachusetts
$331K – – –
PP
905
PFS Partners
New Jersey
$331K +$3.19K +45 +0.9%
W
906
WPWealth
Texas
$331K +$355K +5,013 New
CCC
907
Chelsea Counsel Company
California
$331K – – –
LWL
908
Leo Wealth LLC
Texas
$330K -$59.2K -836 -14%
HJGA
909
Hardman Johnston Global Advisors
Connecticut
$330K – – –
RC
910
RBF Capital
California
$330K – – –
SDJVC
911
St. Denis J. Villere & Co
Louisiana
$330K – – –
AWM
912
AllSquare Wealth Management
New York
$330K +$21.2K +300 +6%
LIA
913
Lynx Investment Advisory
District of Columbia
$329K – – –
GFG
914
Goldstone Financial Group
Illinois
$329K +$63K +889 +22%
SAIG
915
Semper Augustus Investments Group
Colorado
$328K – – –
HDIM
916
Hanson & Doremus Investment Management
Vermont
$326K -$76.4K -1,079 -18%
TT
917
TI-Trust
Illinois
$324K – – –
BL
918
Balentine LLC
Georgia
$324K +$212 +3 +0.1%
BJL
919
Brighton Jones LLC
Washington
$324K -$150K -2,115 -30%
WA
920
Wealthstream Advisors
New York
$324K -$25.9K -365 -7%
RDWM
921
Red Door Wealth Management
Tennessee
$322K -$3.54K -50 -1%
LF
922
Lantz Financial
Illinois
$322K -$2.55K -36 -0.7%
RCA
923
Resonant Capital Advisors
Wisconsin
$321K -$1.7K -24 -0.5%
IP
924
Isthmus Partners
Wisconsin
$321K – – –
IWA
925
Icon Wealth Advisors
Texas
$321K +$99.7K +1,408 +41%
35 36
37
38 39