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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1026
Woodward Diversified Capital
California
$268K -$360 -5 -0.1%
PCM
1027
Park Capital Management
Wisconsin
$267K -$9.65K -134 -3%
PWP
1028
Phillips Wealth Planners
Mississippi
$263K +$4.75K +66 +2%
IAMOG
1029
Investors Asset Management of Georgia
Georgia
$263K -$7.2K -100 -3%
HWA
1030
HCR Wealth Advisors
California
$262K – – –
CPW
1031
Cove Private Wealth
New York
$261K – – –
SL
1032
Sentry LLC
Tennessee
$261K -$153K -2,118 -37%
PCM
1033
Parsons Capital Management
Rhode Island
$260K -$1.44K -20 -0.5%
VWM
1034
Venturi Wealth Management
Texas
$260K +$56K +778 +27%
NAS
1035
Nicolet Advisory Services
Wisconsin
$259K +$249K +3,464 New
KA
1036
Klingman & Associates
New York
$259K +$54.5K +757 +26%
SG
1037
StoneX Group
New York
$259K -$9.65K -134 -4%
PHS
1038
Pekin Hardy Strauss
Illinois
$258K – – –
CFS
1039
CRA Financial Services
New Jersey
$258K – – –
TLP
1040
Trinity Legacy Partners
Texas
$258K – – –
TWP
1041
Tyche Wealth Partners
Texas
$255K – – –
DWM
1042
Diversify Wealth Management
Utah
$252K -$6.48K -90 -3%
WAM
1043
Weinberger Asset Management
California
$252K – – –
HI
1044
Horizon Investments
North Carolina
$252K +$15.2K +211 +6%
BFG
1045
Berger Financial Group
Minnesota
$252K -$18.8K -261 -7%
PCMF
1046
Private Capital Management (Florida)
Florida
$250K -$504K -7,000 -67%
FCMC
1047
Founders Capital Management (Connecticut)
Connecticut
$250K – – –
AA
1048
Addison Advisors
Vermont
$250K +$15.8K +219 +7%
PCA
1049
Purkiss Capital Advisors
Connecticut
$247K +$8.71K +121 +4%
1CP
1050
17 Capital Partners
Arizona
$247K -$2.45K -34 -1%
40 41
42
43 44