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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1076
HHM Wealth Advisors
Tennessee
$39.2K +$4.12K +70 +11%
CWP
1077
Concord Wealth Partners
Virginia
$38.2K – – –
FWM
1078
Focused Wealth Management
New York
$38K +$353 +6 +0.9%
CTA
1079
Colonial Trust Advisors
South Carolina
$37.9K -$88.2K -1,500 -70%
CFO
1080
CVA Family Office
Colorado
$37.7K -$14.5K -247 -27%
WAM
1081
Worth Asset Management
Texas
$36.1K +$9.29K +158 +34%
CSWM
1082
Cassady Schiller Wealth Management
Ohio
$36.1K – – –
GCWM
1083
Graham Capital Wealth Management
District of Columbia
$35.3K +$36.1K +614 New
JFA
1084
JNBA Financial Advisors
Minnesota
$33.5K +$7.47K +127 +28%
VWM
1085
Venturi Wealth Management
Texas
$32.3K +$33K +561 New
FPFS
1086
First Personal Financial Services
North Carolina
$32.2K -$5.88K -100 -15%
PCM
1087
Pointe Capital Management
Michigan
$32.2K +$32.9K +560 New
AFIA
1088
America First Investment Advisors
Nebraska
$31.7K +$32.4K +551 New
TCM
1089
TD Capital Management
Tennessee
$31.6K – – –
FCMT
1090
Founders Capital Management (Texas)
Texas
$31K +$2.77K +47 +9%
FFC
1091
First Financial Corp
Indiana
$28.5K – – –
PK
1092
Pflug Koory
Nebraska
$28.2K – – –
CFD
1093
Creative Financial Designs
Indiana
$28.1K +$294 +5 +1%
ADL
1094
Asset Dedication LLC
California
$28K – – –
KFI
1095
Key Financial Inc
Pennsylvania
$27.7K +$3.06K +52 +12%
HGERS
1096
Householder Group Estate & Retirement Specialist
Arizona
$25K +$25.5K +434 New
MA
1097
MCF Advisors
Kentucky
$24.7K – – –
FSWA
1098
Financial Synergies Wealth Advisors
Texas
$24.4K -$11.8K -200 -32%
HWA
1099
Heritage Wealth Advisors
Virginia
$24.2K – – –
GIA
1100
GHP Investment Advisors
Colorado
$23K – – –
42 43
44
45 46