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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1101
17 Capital Partners
Arizona
$270K – – –
UAG
1102
United Advisor Group
Ohio
$268K +$3.63K +42 +1%
RF
1103
RHS Financial
California
$268K -$91.4K -1,059 -23%
WRPWM
1104
Werba Rubin Papier Wealth Management
California
$268K +$5.61K +65 +2%
CD
1105
Chapin Davis
Maryland
$265K +$38.7K +448 +15%
CLOS
1106
Compagnie Lombard Odier SCmA
Switzerland
$264K – – –
UCB
1107
United Community Bank
South Carolina
$264K +$31.5K +365 +12%
BAM
1108
Berkshire Asset Management
Pennsylvania
$262K +$5.35K +62 +2%
ACA
1109
Atlas Capital Advisors
Wyoming
$262K – – –
RIA
1110
Retirement Investment Advisors
Oklahoma
$262K – – –
PCM
1111
Park Capital Management
Wisconsin
$261K -$15.9K -184 -5%
BBA
1112
Braun-Bostich & Associates
Pennsylvania
$261K +$2.42K +28 +0.8%
NWWA
1113
New Wave Wealth Advisors
Arkansas
$261K +$83.3K +965 +40%
4WM
1114
44 Wealth Management
Oregon
$260K +$42.8K +496 +17%
SI
1115
Seeds Investor
New York
$260K -$13.7K -159 -5%
PAM
1116
Palisade Asset Management
Minnesota
$260K – – –
BBA
1117
BLB&B Advisors
Pennsylvania
$260K – – –
JPWM
1118
Jamison Private Wealth Management
Georgia
$259K -$9.58K -111 -3%
BIM
1119
Baldwin Investment Management
Pennsylvania
$259K -$24.7K -286 -8%
TIM
1120
Tevis Investment Management
Texas
$258K – – –
PL
1121
Plancorp LLC
Missouri
$258K -$375K -4,342 -59%
FTA
1122
Financial & Tax Architects
Missouri
$257K – – –
HFS
1123
Howard Financial Services
Texas
$257K +$286K +3,316 New
CCA
1124
Corps Capital Advisors
Texas
$257K – – –
KWA
1125
Kingswood Wealth Advisors
California
$257K +$19.9K +231 +7%
43 44
45
46 47