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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1201
Callahan Advisors
Texas
$210K -$111K -1,285 -32%
CPA
1202
Capital Performance Advisors
California
$210K -$78.3K -907 -25%
TIM
1203
Thompson Investment Management
Wisconsin
$209K – – –
WCA
1204
Westover Capital Advisors
Delaware
$209K – – –
MIC
1205
Meridian Investment Counsel
California
$209K +$17.3K +200 +8%
AWM
1206
Arista Wealth Management
Nevada
$209K +$4.32K +50 +2%
ICP
1207
Impact Capital Partners
Colorado
$208K +$3.54K +41 +2%
BWM
1208
Baron Wealth Management
Michigan
$208K -$179K -2,077 -44%
FAG
1209
Fortitude Advisory Group
Washington
$206K – – –
IA
1210
IFG Advisory
Georgia
$206K +$181K +2,091 +369%
HC
1211
Hourglass Capital
Texas
$205K – – –
FNFDCM
1212
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$205K – – –
PA
1213
PFW Advisors
Georgia
$204K -$8.63K -100 -4%
KP
1214
Keel Point
Alabama
$204K +$25.6K +296 +13%
FCA
1215
Fortis Capital Advisors
Kansas
$204K +$11K +127 +5%
IAP
1216
Indie Asset Partners
Indiana
$203K -$125K -1,450 -36%
PPC
1217
Pennington Partners & Co
Maryland
$203K +$226K +2,614 New
WCFA
1218
Walkner Condon Financial Advisors
Wisconsin
$202K +$261K +3,021 New
TWIM
1219
TIAA Wealth Investment Management
New York
$202K +$12.3K +142 +6%
DI
1220
Disciplined Investors
Texas
$202K +$950 +11 +0.4%
SMA
1221
Sage Mountain Advisors
Georgia
$202K +$224K +2,599 New
BWP
1222
Barlow Wealth Partners
Kentucky
$201K – – –
SPAS
1223
Spectrum Planning & Advisory Services
California
$201K +$224K +2,593 New
SW
1224
SteelPeak Wealth
California
$201K +$30.4K +352 +16%
PC
1225
Purewater Capital
Texas
$200K -$28.4K -329 -11%
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