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Shell

SHEL

Market cap $285B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1001	WP 1001 Westmount Partners Los Angeles, California	$327K	+$173	+2	+0%
1002	AWAU 1002 Alliance Wealth Advisors (Utah) Centerville, Utah	$327K	-$57.8K	-670	-14%
1003	DJSG 1003 D.J. St. Germain Springfield, Massachusetts	$326K	+$33.7K	+390	+10%
1004	MFS 1004 Mattson Financial Services Kentwood, Michigan	$325K	-$2.07K	-24	-0.6%
1005	KOCAA 1005 Knights of Columbus Asset Advisors New Haven, Connecticut	$325K	-$195K	-2,264	-35%
1006	WAM 1006 Weinberger Asset Management Los Angeles, California	$324K	–	–	–
1007	HC 1007 Hara Capital Bellevue, Washington	$323K	–	–	–
1008	SWMP 1008 Signature Wealth Management Partners Montvale, New Jersey	$323K	–	–	–
1009	CHAM 1009 Clear Harbor Asset Management Stamford, Connecticut	$322K	-$3.11K	-36	-0.9%
1010	MIM 1010 Marco Investment Management Atlanta, Georgia	$320K	+$21.7K	+251	+6%
1011	SAA 1011 Southeast Asset Advisors Thomasville, Georgia	$319K	–	–	–
1012	CW 1012 CreativeOne Wealth Overland Park, Kansas	$318K	+$80.5K	+933	+29%
1013	LI 1013 Lafayette Investments Ashton, Maryland	$318K	–	–	–
1014	PHS 1014 Pekin Hardy Strauss Chicago, Illinois	$316K	+$345	+4	+0.1%
1015	WG 1015 Welch Group Birmingham, Alabama	$315K	-$4.06K	-47	-1%
1016	TAM 1016 Titleist Asset Management San Antonio, Texas	$315K	-$29.3K	-339	-8%
1017	PS 1017 Planned Solutions Folsom, California	$315K	+$14.9K	+173	+4%
1018	HI 1018 Horizon Investments Charlotte, North Carolina	$314K	-$332K	-3,842	-49%
1019	PMAM 1019 Picton Mahoney Asset Management Toronto, Ontario, Canada	$314K	-$304K	-3,525	-30%
1020	KCFA 1020 Key Client Fiduciary Advisors Fairfield, New Jersey	$313K	+$1.04K	+12	+0.3%
1021	SP 1021 Successful Portfolios Clearwater, Florida	$312K	–	–	–
1022	AWP 1022 Accretive Wealth Partners Parsippany, New Jersey	$310K	–	–	–
1023	HWA 1023 Heritage Wealth Advisors Richmond, Virginia	$310K	+$345K	+3,997	New
1024	SSC 1024 Syverson Strege & Co West Des Moines, Iowa	$310K	-$12.8K	-148	-4%
1025	AIM 1025 Avity Investment Management Greenwich, Connecticut	$309K	–	–	–

Shell SHEL Market cap $285B

Shell

SHEL

Market cap $285B