We are live on ! Find out more
SHEL icon

Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1051
Jamison Private Wealth Management
Georgia
$238K +$26.1K +368 +11%
MIM
1052
Marco Investment Management
Georgia
$238K – – –
CFS
1053
CRA Financial Services
New Jersey
$238K – – –
JFGIW
1054
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K +$5.88K +83 +2%
RC
1055
Roundview Capital
New Jersey
$236K +$31.5K +445 +14%
TLP
1056
Trinity Legacy Partners
Texas
$235K -$8.07K -114 -3%
WRPWM
1057
Werba Rubin Papier Wealth Management
California
$235K +$9.85K +139 +4%
DAM
1058
Delta Asset Management
Tennessee
$234K -$142 -2 -0.1%
TCM
1059
Tufton Capital Management
Maryland
$234K – – –
WAM
1060
Weinberger Asset Management
California
$232K – – –
UCB
1061
United Community Bank
South Carolina
$232K +$33.3K +470 +15%
BPWM
1062
Badgley Phelps Wealth Managers
Washington
$232K +$23.4K +331 +10%
JF
1063
Jump Financial
Illinois
$231K +$248K +3,500 New
OA
1064
Oxbow Advisors
Texas
$230K -$606K -8,550 -71%
LJAC
1065
L.J. Altfest & Co
New York
$230K +$40.1K +566 +19%
BWP
1066
Barlow Wealth Partners
Kentucky
$230K – – –
DA
1067
Doliver Advisors
Texas
$228K +$3.9K +55 +2%
ZB
1068
Zions Bancorporation
Utah
$227K -$11.4K -161 -4%
CFG
1069
Cooper Financial Group
California
$226K -$567 -8 -0.2%
CIA
1070
Choate Investment Advisors
Massachusetts
$226K -$253K -3,577 -51%
MSAM
1071
Moloney Securities Asset Management
Missouri
$225K +$14.9K +210 +7%
WG
1072
Welch Group
Alabama
$225K – – –
PMA
1073
Prudent Man Advisors
Illinois
$224K +$1.42K +20 +0.6%
HPC
1074
HM Payson & Co
Maine
$224K – – –
RP
1075
Riverbridge Partners
Minnesota
$222K – – –
41 42
43
44 45