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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1051
Aspen Grove Capital
Colorado
$297K -$5.01K -58 -1%
CAWM
1052
Capital Advisors Wealth Management
Washington
$296K +$329K +3,817 New
FWI
1053
Facet Wealth Inc
Maryland
$296K +$105K +1,219 +47%
CWG
1054
Cornerstone Wealth Group
North Carolina
$295K +$64.2K +744 +24%
WG
1055
Winton Group
United Kingdom
$295K +$328K +3,800 New
5NPW
1056
55 North Private Wealth
Florida
$295K +$60.7K +703 +23%
JWA
1057
JFS Wealth Advisors
Pennsylvania
$294K -$46.3K -536 -12%
NSAM
1058
North Star Asset Management
Wisconsin
$294K +$23.9K +277 +8%
EL
1059
EWA LLC
Pennsylvania
$294K +$139K +1,612 +74%
NAS
1060
NWF Advisory Services
California
$293K +$5.18K +60 +2%
OMIC
1061
Old Mission Investment Co
Michigan
$292K – – –
RDWM
1062
Red Door Wealth Management
Tennessee
$290K +$8.63K +100 +3%
TCM
1063
Tandem Capital Management
New Jersey
$289K +$41K +475 +15%
PGF
1064
Plan Group Financial
Oklahoma
$289K -$102K -1,184 -24%
NWM
1065
Nolet Wealth Management
Texas
$288K +$102K +1,181 +47%
HWA
1066
HCR Wealth Advisors
California
$288K – – –
MMPW
1067
Mitchell McLeod Pugh & Williams
Alabama
$288K +$82.4K +955 +35%
ANBT
1068
American National Bank & Trust
Texas
$287K +$319K +3,698 New
APG
1069
Abacus Planning Group
South Carolina
$286K -$70.1K -812 -18%
LWM
1070
Lyell Wealth Management
California
$286K +$318K +3,685 New
CPW
1071
Cove Private Wealth
New York
$283K – – –
SL
1072
Sentry LLC
Tennessee
$282K – – –
CTA
1073
Clear Trail Advisors
Texas
$282K -$38.5K -446 -11%
TWP
1074
Tyche Wealth Partners
Texas
$282K – – –
FCA
1075
FLC Capital Advisors
California
$282K -$145K -1,679 -32%
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43
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