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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
1176
Purpose Unlimited Inc
$221K -$950 -11 -0.4%
HFP
1177
Holistic Financial Partners
Indiana
$220K -$863 -10 -0.4%
TPWA
1178
Twin Peaks Wealth Advisors
California
$220K +$82.4K +954 +51%
ST
1179
Spinnaker Trust
Maine
$220K – – –
CPWA
1180
Cerro Pacific Wealth Advisors
California
$219K +$36.5K +423 +18%
KF
1181
Krilogy Financial
Missouri
$219K -$64.7K -749 -21%
EPW
1182
Elevated Private Wealth
Wisconsin
$219K +$244K +2,823 New
TC
1183
Trust Company
Kansas
$219K – – –
EWM
1184
Endowment Wealth Management
Wisconsin
$219K -$59.5K -689 -20%
CNBT
1185
Canandaigua National Bank & Trust
New York
$218K +$243K +2,816 New
DT
1186
DV Trading
Illinois
$217K +$242K +2,800 New
ELM
1187
Elite Life Management
Florida
$216K – – –
XF
1188
XML Financial
Maryland
$215K – – –
CWM
1189
Calamos Wealth Management
Illinois
$215K +$20.7K +240 +9%
NAM
1190
NorthCrest Asset Manangement
Minnesota
$214K -$9.58K -111 -4%
SOS
1191
Silver Oak Securities
Tennessee
$214K -$1.04K -12 -0.4%
CWA
1192
Crusonia Wealth Advisors
Colorado
$212K +$236K +2,736 New
HDIM
1193
Hanson & Doremus Investment Management
Vermont
$212K – – –
BCM
1194
Boltwood Capital Management
California
$211K +$21.6K +250 +10%
4WM
1195
49 Wealth Management
Texas
$211K +$235K +2,720 New
A
1196
Alongside
Texas
$211K +$235K +2,720 New
WPW
1197
Waldron Private Wealth
Pennsylvania
$211K – – –
OWP
1198
ORG Wealth Partners
Texas
$211K – – –
AMBIA
1199
Allen Mooney & Barnes Investment Advisors
Georgia
$210K +$9.15K +106 +4%
CAMG
1200
CWA Asset Management Group
Florida
$210K +$1.04K +12 +0.4%
46 47
48
49 50