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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
1301
Future Financial Wealth Management
Ohio
$14.1K – – –
KTC
1302
Kentucky Trust Company
Kentucky
$14.1K – – –
PWMG
1303
Prestige Wealth Management Group
New Jersey
$14.1K – – –
FRA
1304
Front Row Advisors
California
$14.1K +$13.4K +200 New
SNB
1305
Security National Bank
Nebraska
$14.1K +$13.4K +200 New
HFS
1306
Hopwood Financial Services
Virginia
$13.8K – – –
GC
1307
Garde Capital
Washington
$13.7K – – –
VWWMG
1308
Vermillion & White Wealth Management Group
Pennsylvania
$13.6K – – –
KSWA
1309
Kathleen S. Wright Associates
Pennsylvania
$13.3K – – –
TWD
1310
True Wealth Design
Ohio
$12.9K +$268 +4 +2%
PPC
1311
Park Place Capital
Alabama
$12.8K – – –
EPIMS
1312
Evelyn Partners Investment Management Services
$12.5K – – –
CNBT
1313
Cornerstone National Bank & Trust
Illinois
$12.3K – – –
AWM
1314
Avondale Wealth Management
Texas
$12.2K – – –
HNW
1315
High Note Wealth
Minnesota
$12.2K – – –
BCM
1316
Boreal Capital Management
Florida
$11.7K +$11.1K +166 New
GWSA
1317
Global Wealth Strategies & Associates
Colorado
$11.6K – – –
IRAG
1318
Investment Research & Advisory Group
Georgia
$11.6K – – –
ZBNA
1319
Zions Bancorporation, National Association
Utah
$11.6K – – –
HHGA
1320
Halbert Hargrove Global Advisors
California
$11.4K -$938 -14 -8%
LC
1321
Lavaca Capital
Texas
$10.8K – – –
CIA
1322
Cape Investment Advisory
Georgia
$10.6K -$670 -10 -6%
NRG
1323
Nemes Rush Group
Michigan
$10.6K -$335 -5 -3%
SC
1324
Swan Capital
Florida
$10.3K +$7.78K +116 +374%
PWMA
1325
Pension & Wealth Management Advisors
Massachusetts
$10.1K +$9.59K +143 New
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