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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1201
Alongside
Texas
$211K +$235K +2,720 New
WPW
1202
Waldron Private Wealth
Pennsylvania
$211K – – –
OWP
1203
ORG Wealth Partners
Texas
$211K – – –
AMBIA
1204
Allen Mooney & Barnes Investment Advisors
Georgia
$210K +$9.15K +106 +4%
CAMG
1205
CWA Asset Management Group
Florida
$210K +$1.04K +12 +0.4%
CA
1206
Callahan Advisors
Texas
$210K -$111K -1,285 -32%
CPA
1207
Capital Performance Advisors
California
$210K -$78.3K -907 -25%
TIM
1208
Thompson Investment Management
Wisconsin
$209K – – –
WCA
1209
Westover Capital Advisors
Delaware
$209K – – –
MIC
1210
Meridian Investment Counsel
California
$209K +$17.3K +200 +8%
AWM
1211
Arista Wealth Management
Nevada
$209K +$4.32K +50 +2%
ICP
1212
Impact Capital Partners
Colorado
$208K +$3.54K +41 +2%
BWM
1213
Baron Wealth Management
Michigan
$208K -$179K -2,077 -44%
FAG
1214
Fortitude Advisory Group
Washington
$206K – – –
IA
1215
IFG Advisory
Georgia
$206K +$181K +2,091 +369%
HC
1216
Hourglass Capital
Texas
$205K – – –
FNFDCM
1217
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$205K – – –
PA
1218
PFW Advisors
Georgia
$204K -$8.63K -100 -4%
KP
1219
Keel Point
Alabama
$204K +$25.6K +296 +13%
FCA
1220
Fortis Capital Advisors
Kansas
$204K +$11K +127 +5%
IAP
1221
Indie Asset Partners
Indiana
$203K -$125K -1,450 -36%
PPC
1222
Pennington Partners & Co
Maryland
$203K +$226K +2,614 New
WCFA
1223
Walkner Condon Financial Advisors
Wisconsin
$202K +$261K +3,021 New
TWIM
1224
TIAA Wealth Investment Management
New York
$202K +$12.3K +142 +6%
DI
1225
Disciplined Investors
Texas
$202K +$950 +11 +0.4%
47 48
49
50 51