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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1301
Hemington Wealth Management
Virginia
$13K – – –
TC
1302
Truvestments Capital
Florida
$13K – – –
FFL
1303
Financial Freedom LLC
Ohio
$12.9K – – –
FFWM
1304
Future Financial Wealth Management
Ohio
$12.5K – – –
PWMG
1305
Prestige Wealth Management Group
New Jersey
$12.5K – – –
RAM
1306
Ramirez Asset Management
New York
$12.5K – – –
KTC
1307
Kentucky Trust Company
Kentucky
$12.5K +$13.1K +200 New
HFS
1308
Hopwood Financial Services
Virginia
$12.3K +$12.8K +196 New
VWWMG
1309
Vermillion & White Wealth Management Group
Pennsylvania
$12.1K +$12.6K +193 New
GWSA
1310
Global Wealth Strategies & Associates
Colorado
$11.9K – – –
KSWA
1311
Kathleen S. Wright Associates
Pennsylvania
$11.8K – – –
PP
1312
Pacifica Partners
Canada
$11.7K – – –
EPIMS
1313
Evelyn Partners Investment Management Services
$11.2K +$11.7K +178 New
BLC
1314
Brown, Lisle/Cummings
Rhode Island
$11K – – –
CNBT
1315
Cornerstone National Bank & Trust
Illinois
$11K – – –
CPG
1316
Cornerstone Planning Group
New Jersey
$10.9K +$3.6K +55 +49%
AWM
1317
Avondale Wealth Management
Texas
$10.8K – – –
HNW
1318
High Note Wealth
Minnesota
$10.8K +$11.3K +173 New
ZB
1319
Zions Bancorporation
Utah
$10.3K -$215K -3,278 -95%
HHGA
1320
Halbert Hargrove Global Advisors
California
$10.1K +$10.6K +162 New
S
1321
Sachetta
Massachusetts
$10K -$64.9K -990 -86%
RFG
1322
REAP Financial Group
Texas
$9.98K -$18.4K -280 -64%
NC
1323
NewSquare Capital
Pennsylvania
$9.96K +$10.4K +159 New
PA
1324
Pineridge Advisors
Missouri
$9.96K +$10.4K +159 New
SAM
1325
Synergy Asset Management
Washington
$9.76K +$9.7K +148 New
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