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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
976
Key Client Fiduciary Advisors
New Jersey
$324K -$55K -747 -14%
AW
977
Alteri Wealth
California
$324K -$4.2K -57 -1%
KLWA
978
Kelly Lawrence W & Associates
California
$323K – – –
SW
979
SVB Wealth
Massachusetts
$323K -$16.9K -229 -5%
GIP
980
Granite Investment Partners
California
$320K – – –
IA
981
Integrity Alliance
Iowa
$320K +$112K +1,518 +53%
DWM
982
Diversify Wealth Management
Utah
$319K +$71.5K +971 +29%
RMAM
983
Raab & Moskowitz Asset Management
New Jersey
$318K – – –
SC
984
Sepio Capital
Utah
$317K – – –
TW
985
Traveka Wealth
California
$317K -$1.62K -22 -0.5%
AO
986
Advisor OS
Illinois
$316K +$317K +4,298 New
JFGIW
987
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$315K -$54.1K -735 -15%
MIM
988
Marco Investment Management
Georgia
$314K -$737 -10 -0.2%
SDAM
989
Shulman DeMeo Asset Management
New York
$312K – – –
EHAM
990
Eagle Harbor Asset Management
Washington
$312K – – –
RDWM
991
Red Door Wealth Management
Tennessee
$312K -$55.2K -750 -15%
DI
992
Diligent Investors
California
$311K +$221 +3 +0.1%
CWS
993
Cypress Wealth Services
California
$309K +$310K +4,211 New
WP
994
Westmount Partners
California
$309K – – –
HC
995
Hara Capital
Washington
$306K – – –
SWMP
996
Signature Wealth Management Partners
New Jersey
$306K – – –
TAM
997
Titleist Asset Management
Texas
$306K -$60.6K -822 -16%
SSC
998
Syverson Strege & Co
Iowa
$305K -$6.11K -83 -2%
FWP
999
Flatrock Wealth Partners
California
$305K +$306K +4,150 New
CAM
1000
Concorde Asset Management
Michigan
$305K +$1.84K +25 +0.6%
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40
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