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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1026
Greenline Partners
New York
$360K +$1.94K +24 +0.6%
MIM
1027
Marco Investment Management
Georgia
$360K -$32.3K -400 -9%
VA
1028
VestGen Advisors
Illinois
$358K +$339K +4,199 New
MFS
1029
Mattson Financial Services
Michigan
$358K +$311K +3,848 New
BCP
1030
Blue Chip Partners
Michigan
$357K -$646 -8 -0.2%
BA
1031
Ballew Advisors
Mississippi
$356K -$15.8K -196 -5%
AC
1032
Apella Capital
Connecticut
$355K +$41.5K +513 +15%
DJSG
1033
D.J. St. Germain
Massachusetts
$355K -$10.7K -132 -3%
SP
1034
Successful Portfolios
Florida
$353K – – –
BAM
1035
BCV Asset Management
$352K +$306K +3,790 New
GCP
1036
GSA Capital Partners
United Kingdom
$352K -$228K -2,825 -43%
CPIG
1037
Chicago Partners Investment Group
Illinois
$351K +$13.8K +171 +5%
SMA
1038
Seven Mile Advisory
New Jersey
$351K +$15.6K +193 +5%
AP
1039
Advisortrust Partners
North Carolina
$350K +$36.9K +457 +14%
RCAG
1040
Rehmann Capital Advisory Group
Michigan
$349K -$20.4K -253 -6%
NGA
1041
Naples Global Advisors
Florida
$348K -$3.39K -42 -1%
NAS
1042
NWF Advisory Services
California
$346K -$120K -1,488 -29%
HWA
1043
HCR Wealth Advisors
California
$345K +$4.85K +60 +2%
SPWG
1044
Syntegra Private Wealth Group
Missouri
$343K -$11.8K -146 -4%
IAMOG
1045
Investors Asset Management of Georgia
Georgia
$342K – – –
CPW
1046
Cove Private Wealth
New York
$340K – – –
BFA
1047
Brown Financial Advisors
Ohio
$339K +$295K +3,649 New
RDWM
1048
Red Door Wealth Management
Tennessee
$339K -$48.5K -600 -14%
SL
1049
Sentry LLC
Tennessee
$339K – – –
TWP
1050
Tyche Wealth Partners
Texas
$338K +$6.14K +76 +2%
40 41
42
43 44