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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
901
Element Wealth
Mississippi
$386K +$1.99K +27 +0.5%
PCS
902
Personal CFO Solutions
New Jersey
$384K +$4.57K +62 +1%
MB
903
MidFirst Bank
Oklahoma
$384K +$385K +5,221 New
RSWM
904
Robertson Stephens Wealth Management
California
$383K +$16K +217 +4%
CWM
905
Circle Wealth Management
New Jersey
$383K -$95K -1,290 -20%
DAS
906
Diversify Advisory Services
Utah
$383K -$2.28K -31 -0.6%
NAS
907
NWF Advisory Services
California
$382K +$3.9K +53 +1%
VIP
908
Vista Investment Partners
Oklahoma
$382K +$2.87K +39 +0.8%
RCA
909
Resonant Capital Advisors
Wisconsin
$381K -$2.5K -34 -0.7%
CWM
910
Cordatus Wealth Management
Pennsylvania
$381K -$23.5K -319 -6%
PP
911
Patten & Patten
Tennessee
$379K -$18.4K -250 -5%
KIA
912
KCM Investment Advisors
California
$377K +$46.8K +635 +14%
JWA
913
JFS Wealth Advisors
Pennsylvania
$377K – – –
SFO
914
Stokes Family Office
Louisiana
$377K +$62.8K +853 +20%
BCM
915
Banyan Capital Management
Georgia
$375K – – –
CA
916
Cullinan Associates
Kentucky
$375K – – –
LCM
917
Lunt Capital Management
Utah
$375K – – –
LFG
918
Larson Financial Group
Missouri
$373K +$2.73K +37 +0.7%
AMM
919
American Money Management
California
$373K -$5.3K -72 -1%
TW
920
TritonPoint Wealth
Maryland
$372K -$9.94K -135 -3%
LF
921
Lantz Financial
Illinois
$371K +$1.03K +14 +0.3%
SWM
922
Silverlake Wealth Management
Vermont
$370K -$7.29K -99 -2%
CCC
923
Chelsea Counsel Company
California
$368K – – –
SA
924
Sovran Advisors
California
$368K +$8.25K +112 +2%
HJGA
925
Hardman Johnston Global Advisors
Connecticut
$367K – – –
35 36
37
38 39