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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1201
Hazlett, Burt & Watson
West Virginia
$62K +$262 +4 +0.4%
ADL
1202
Asset Dedication LLC
California
$61.5K – – –
KFI
1203
Key Financial Inc
Pennsylvania
$60.5K +$4.19K +64 +7%
AWM
1204
Accredited Wealth Management
Kentucky
$56.4K +$59K +900 New
RA
1205
Rise Advisors
New York
$56K -$17.5K -267 -23%
HIA
1206
Harbor Investment Advisory
Maryland
$55.9K – – –
SWA
1207
SOA Wealth Advisors
New York
$52.4K +$1.44K +22 +3%
GKIM
1208
GW&K Investment Management
Massachusetts
$51K – – –
FCMT
1209
Founders Capital Management (Texas)
Texas
$48.2K – – –
MSFP
1210
Mark Sheptoff Financial Planning
Connecticut
$47K – – –
KIM
1211
Kestra Investment Management
Texas
$46.9K +$49K +748 New
TFM
1212
TFC Financial Management
Massachusetts
$46.4K – – –
CSC
1213
Caldwell Sutter Capital
California
$46.3K – – –
WB
1214
Webster Bank
Connecticut
$46.3K – – –
VWM
1215
Vermillion Wealth Management
Minnesota
$44.5K +$46.5K +710 New
OPTFSNA
1216
Old Point Trust & Financial Services N A
Virginia
$43.9K – – –
GFPC
1217
Global Financial Private Client
Florida
$43.9K -$2.42K -37 -5%
FG
1218
Fairman Group
Pennsylvania
$43.2K – – –
FDW
1219
Fourth Dimension Wealth
Ohio
$42.7K +$44.7K +682 New
RMC
1220
Resources Management Corp
Connecticut
$42K – – –
MA
1221
MCF Advisors
Kentucky
$41.5K -$3.28K -50 -7%
WWP
1222
WR Wealth Planners
Missouri
$41.4K -$19.2K -293 -31%
CTA
1223
Colonial Trust Advisors
South Carolina
$41.2K -$13.1K -200 -23%
LI
1224
LRI Investments
Florida
$40.8K – – –
KG
1225
Kieckhefer Group
Wisconsin
$39.7K +$41.5K +634 New
47 48
49
50 51