We are live on ! Find out more
SHEL icon

Shell
SHEL

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