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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1051
West Branch Capital
Massachusetts
$78.5K – – –
MRCM
1052
M&R Capital Management
New Jersey
$77.9K – – –
PGAM
1053
Princeton Global Asset Management
New Jersey
$75.3K – – –
IPW
1054
Impact Partnership Wealth
Georgia
$75.1K +$74.6K +1,243 New
BWM
1055
Baystate Wealth Management
Massachusetts
$73.4K – – –
GFPC
1056
Global Financial Private Client
Florida
$73.3K -$1.38K -23 -2%
BC
1057
Barrett & Company
Rhode Island
$68.9K – – –
PAM
1058
Paradigm Asset Management
New York
$67.5K – – –
AWM
1059
Avior Wealth Management
Nebraska
$66.6K +$8.7K +145 +15%
M
1060
MOTCO
Texas
$66.5K +$18.4K +307 +39%
MSFP
1061
Mark Sheptoff Financial Planning
Connecticut
$66.4K +$3K +50 +5%
FCB
1062
First Command Bank
Texas
$64.4K – – –
FCFS
1063
First Command Financial Services
Texas
$64.4K – – –
HBW
1064
Hazlett, Burt & Watson
West Virginia
$63K +$11.8K +196 +23%
BFPW
1065
BOK Financial Private Wealth
Colorado
$62.9K – – –
PPC
1066
Park Place Capital
Alabama
$62.7K -$98.5K -1,641 -61%
AIM
1067
Arcadia Investment Management
Michigan
$59.4K – – –
CG
1068
Cutler Group
California
$59K -$196K -3,263 -77%
CFO
1069
CVA Family Office
Colorado
$59K +$19.3K +322 +49%
WAM
1070
Worth Asset Management
Texas
$57.1K +$19K +317 +50%
BG
1071
Bollard Group
Massachusetts
$57K +$8.76K +146 +18%
MIP
1072
Mondrian Investment Partners
United Kingdom
$54.3K – – –
NRG
1073
Nemes Rush Group
Michigan
$54K +$53.7K +895 New
CSWM
1074
Cassady Schiller Wealth Management
Ohio
$53.9K +$16K +266 +42%
DAC
1075
Dividend Assets Capital
South Carolina
$52K – – –
41 42
43
44 45