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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
1501
Wall Street Financial Group
Illinois
$18.1K +$15.8K +195 New
AT
1502
Arlington Trust
Alabama
$17.8K +$15.4K +191 New
EPIMS
1503
Evelyn Partners Investment Management Services
$16.6K – – –
SIM
1504
Synergy Investment Management
Florida
$15.8K +$13.7K +170 New
HNW
1505
High Note Wealth
Minnesota
$15.4K – – –
IRAG
1506
Investment Research & Advisory Group
Georgia
$15.3K – – –
KFG
1507
Kingdom Financial Group
Arizona
$15.3K +$8.32K +103 +169%
LAS
1508
Lloyd Advisory Services
Georgia
$15.3K +$13.3K +164 New
MPW
1509
MASECO Private Wealth
$15.2K +$13.2K +163 New
HHGA
1510
Halbert Hargrove Global Advisors
California
$15K – – –
LC
1511
Lavaca Capital
Texas
$14.3K – – –
RWM
1512
RMG Wealth Management
Wisconsin
$14K – – –
EP
1513
Essential Partners
California
$13.8K – – –
CFM
1514
Cornerstone Financial Management
Massachusetts
$13.8K +$2.34K +29 +24%
JGIA
1515
Jackson Grant Investment Advisers
Connecticut
$13.2K – – –
CBT
1516
CoreFirst Bank & Trust
Kansas
$12.9K – – –
SRCM
1517
Signature Resources Capital Management
California
$12.9K – – –
BOJHT
1518
Bank of Jackson Hole Trust
Wyoming
$12.6K – – –
WA
1519
Westfuller Advisors
New York
$12.5K +$81 +1 +0.7%
SFCL
1520
Strengthening Families & Communities LLC
Massachusetts
$12.4K +$10.7K +133 New
PS
1521
Pinney & Scofield
Massachusetts
$12.1K – – –
SWA
1522
Strategic Wealth Advisors
Arizona
$12K -$10.8K -134 -50%
GA
1523
GoalVest Advisory
New York
$12K – – –
CWP
1524
Clark Wealth Partners
Illinois
$11.9K +$81 +1 +0.8%
MIM
1525
Marshall Investment Management
Colorado
$11.7K +$10.2K +126 New
59 60
61
62 63