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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1201
Sawyer & Company
Massachusetts
$69.1K -$11.7K -174 -16%
TPWA
1202
Twin Peaks Wealth Advisors
California
$67.1K +$62.2K +928 New
BC
1203
Barrett & Company
Rhode Island
$67K – – –
NC
1204
North Capital
Utah
$67K – – –
FC
1205
Fairscale Capital
New Hampshire
$66.4K +$31.5K +470 +104%
PWA
1206
Physician Wealth Advisors
Utah
$65.6K +$3.82K +57 +7%
ADL
1207
Asset Dedication LLC
California
$65.3K – – –
AWM
1208
Accredited Wealth Management
Kentucky
$63.4K – – –
CPG
1209
Cornerstone Planning Group
New Jersey
$62.8K +$7.98K +119 +16%
SWA
1210
SOA Wealth Advisors
New York
$58.9K – – –
GKIM
1211
GW&K Investment Management
Massachusetts
$57K – – –
FCMT
1212
Founders Capital Management (Texas)
Texas
$54.2K – – –
AAG
1213
Armstrong Advisory Group
Massachusetts
$53.3K -$22.4K -334 -31%
TC
1214
Tacita Capital
Ontario, Canada
$53K +$28.8K +430 +133%
MSFP
1215
Mark Sheptoff Financial Planning
Connecticut
$52.8K – – –
TFM
1216
TFC Financial Management
Massachusetts
$52.2K – – –
SO
1217
Sierra Ocean
California
$52.1K +$6.43K +96 +15%
WB
1218
Webster Bank
Connecticut
$52K – – –
PWAM
1219
Private Wealth Asset Management
Iowa
$51.2K – – –
CSC
1220
Caldwell Sutter Capital
California
$51.1K -$134 -2 -0.3%
VWM
1221
Vermillion Wealth Management
Minnesota
$50.8K +$335 +5 +0.7%
HBW
1222
Hazlett, Burt & Watson
West Virginia
$50K -$4.89K -73 -9%
FG
1223
Fairman Group
Pennsylvania
$48.5K – – –
FDW
1224
Fourth Dimension Wealth
Ohio
$48K – – –
CTA
1225
Colonial Trust Advisors
South Carolina
$47.4K -$176K -2,624 -80%
47 48
49
50 51