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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1076
Western Wealth Management
Colorado
$255K +$256K +3,470 New
KA
1077
Kozak & Associates
Colorado
$255K +$74 +1 +0%
PWP
1078
Phillips Wealth Planners
Mississippi
$255K -$6.63K -90 -3%
PCA
1079
Purkiss Capital Advisors
Connecticut
$254K +$74 +1 +0%
AA
1080
Addison Advisors
Vermont
$254K -$2.95K -40 -1%
JPWM
1081
Jamison Private Wealth Management
Georgia
$253K +$884 +12 +0.3%
GS
1082
GTS Securities
Florida
$253K +$254K +3,442 New
TLP
1083
Trinity Legacy Partners
Texas
$252K -$589 -8 -0.2%
ACA
1084
Ascension Capital Advisors
Texas
$250K – – –
SOS
1085
Silver Oak Securities
Tennessee
$249K +$8.84K +120 +4%
ACA
1086
Atlas Capital Advisors
Wyoming
$248K +$249K +3,376 New
PA
1087
Procyon Advisors
Connecticut
$247K +$248K +3,368 New
SWA
1088
SFMG Wealth Advisors
Texas
$247K +$18.6K +253 +8%
PAM
1089
Palisade Asset Management
Minnesota
$246K -$44.3K -601 -15%
TP
1090
Tranquility Partners
Tennessee
$245K -$75.5K -1,025 -23%
BAM
1091
Berkshire Asset Management
Pennsylvania
$244K -$663 -9 -0.3%
FTA
1092
Financial & Tax Architects
Missouri
$244K – – –
EFP
1093
Elser Financial Planning
Indiana
$244K +$244K +3,318 New
PSP
1094
Principal Street Partners
Tennessee
$243K -$199K -2,708 -45%
AP
1095
Advisortrust Partners
North Carolina
$243K +$243K +3,302 New
PFA
1096
Pathway Financial Advisors
Vermont
$242K – – –
WRPWM
1097
Werba Rubin Papier Wealth Management
California
$242K -$442 -6 -0.2%
GSEP
1098
Golden State Equity Partners
California
$242K +$2.43K +33 +1%
FG
1099
Fiduciary Group
Georgia
$241K – – –
FFA
1100
First Foundation Advisors
California
$241K +$242K +3,284 New
42 43
44
45 46