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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1226
CoreCap Advisors
Michigan
$98.5K +$6.26K +85 +7%
SL
1227
Salomon & Ludwin
Virginia
$95.9K -$10K -136 -10%
AEPWM
1228
Atlantic Edge Private Wealth Management
Florida
$95.5K – – –
MCM
1229
Manchester Capital Management
Vermont
$95.4K -$12.3K -167 -11%
CT
1230
Colonial Trust
South Carolina
$94.3K -$368 -5 -0.4%
CSB
1231
City State Bank
Iowa
$94.2K – – –
USB
1232
Union Savings Bank
Connecticut
$91.8K +$92K +1,249 New
PGAM
1233
Princeton Global Asset Management
New Jersey
$91.6K – – –
CAM
1234
Chesapeake Asset Management
New York
$91.5K – – –
BFPW
1235
BOK Financial Private Wealth
Colorado
$87.1K – – –
CNBTD
1236
Citizens National Bank Trust Department
Mississippi
$84.3K – – –
AW
1237
Avion Wealth
Texas
$83K – – –
PAM
1238
Paradigm Asset Management
New York
$82.2K – – –
CPG
1239
Cornerstone Planning Group
New Jersey
$80.7K +$58.7K +797 +297%
T2I
1240
Turim 21 Investimentos
Brazil
$80.6K +$217K +2,940 New
WA
1241
Whipplewood Advisors
Colorado
$80K +$2.43K +33 +3%
MA
1242
MCF Advisors
Kentucky
$79.7K +$31.1K +422 +64%
GSWM
1243
Golden State Wealth Management
California
$79K -$1.77K -24 -2%
RF
1244
Roxbury Financial
New Jersey
$78K +$295 +4 +0.4%
KFA
1245
Kelleher Financial Advisors
New York
$73.5K – – –
PWA
1246
Physician Wealth Advisors
Utah
$71.7K +$1.77K +24 +3%
ADL
1247
Asset Dedication LLC
California
$71.4K – – –
BC
1248
Barrett & Company
Rhode Island
$69.9K – – –
TFM
1249
TFC Financial Management
Massachusetts
$69.9K +$15.5K +210 +28%
FFO
1250
Fortitude Family Office
Arizona
$69.8K +$36.8K +500 +111%
48 49
50
51 52