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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1026
Parsons Capital Management
Rhode Island
$257K -$109K -1,628 -31%
CPW
1027
Cove Private Wealth
New York
$257K +$245K +3,655 New
HWA
1028
HCR Wealth Advisors
California
$257K – – –
FFS
1029
Founders Financial Securities
Maryland
$257K -$473K -7,052 -66%
CCWM
1030
Cassaday & Co Wealth Management
Virginia
$257K -$9.05K -135 -4%
SP
1031
Successful Portfolios
Florida
$255K -$6.5K -97 -3%
PHS
1032
Pekin Hardy Strauss
Illinois
$254K – – –
CFS
1033
CRA Financial Services
New Jersey
$254K – – –
SPWG
1034
Syntegra Private Wealth Group
Missouri
$252K +$240K +3,586 New
KMWM
1035
Keudell/Morrison Wealth Management
Oregon
$252K – – –
DWM
1036
Diversify Wealth Management
Utah
$252K +$5.63K +84 +2%
IIC
1037
Integrated Investment Consultants
Michigan
$252K -$7.71K -115 -3%
TWP
1038
Tyche Wealth Partners
Texas
$251K -$6.97K -104 -3%
NAM
1039
NorthCrest Asset Manangement
Minnesota
$249K -$166K -2,479 -42%
GP
1040
Greenline Partners
New York
$249K +$7.37K +110 +3%
WAM
1041
Weinberger Asset Management
California
$248K – – –
PWP
1042
Phillips Wealth Planners
Mississippi
$248K -$24.1K -360 -9%
GWMR
1043
GC Wealth Management RIA
Massachusetts
$247K +$8.58K +128 +4%
FCMC
1044
Founders Capital Management (Connecticut)
Connecticut
$246K – – –
PMA
1045
Prudent Man Advisors
Illinois
$246K +$5.97K +89 +3%
1CP
1046
17 Capital Partners
Arizona
$244K +$2.28K +34 +1%
BBA
1047
BLB&B Advisors
Pennsylvania
$244K -$3.35K -50 -1%
SOS
1048
Silver Oak Securities
Tennessee
$243K +$231K +3,453 New
TLP
1049
Trinity Legacy Partners
Texas
$243K – – –
HA
1050
Helium Advisors
Washington
$243K +$938 +14 +0.4%
40 41
42
43 44