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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1501
Global Wealth Strategies & Associates
Colorado
$18.2K +$2.5K +31 +19%
QC
1502
Quent Capital
New York
$18.2K – – –
WSFG
1503
Wall Street Financial Group
Illinois
$18.1K +$15.8K +195 New
PWA
1504
Principia Wealth Advisory
Texas
$17.9K +$3.8K +47 +32%
AT
1505
Arlington Trust
Alabama
$17.8K +$15.4K +191 New
EPIMS
1506
Evelyn Partners Investment Management Services
$16.6K – – –
SIM
1507
Synergy Investment Management
Florida
$15.8K +$13.7K +170 New
HNW
1508
High Note Wealth
Minnesota
$15.4K – – –
IRAG
1509
Investment Research & Advisory Group
Georgia
$15.3K – – –
KFG
1510
Kingdom Financial Group
Arizona
$15.3K +$8.32K +103 +169%
LAS
1511
Lloyd Advisory Services
Georgia
$15.3K +$13.3K +164 New
MPW
1512
MASECO Private Wealth
$15.2K +$13.2K +163 New
HHGA
1513
Halbert Hargrove Global Advisors
California
$15K – – –
LC
1514
Lavaca Capital
Texas
$14.3K – – –
RWM
1515
RMG Wealth Management
Wisconsin
$14K – – –
EP
1516
Essential Partners
California
$13.8K – – –
CFM
1517
Cornerstone Financial Management
Massachusetts
$13.8K +$2.34K +29 +24%
JGIA
1518
Jackson Grant Investment Advisers
Connecticut
$13.2K – – –
CBT
1519
CoreFirst Bank & Trust
Kansas
$12.9K – – –
SRCM
1520
Signature Resources Capital Management
California
$12.9K – – –
BOJHT
1521
Bank of Jackson Hole Trust
Wyoming
$12.6K – – –
WA
1522
Westfuller Advisors
New York
$12.5K +$81 +1 +0.7%
SFCL
1523
Strengthening Families & Communities LLC
Massachusetts
$12.4K +$10.7K +133 New
PS
1524
Pinney & Scofield
Massachusetts
$12.1K – – –
SWA
1525
Strategic Wealth Advisors
Arizona
$12K -$10.8K -134 -50%
59 60
61
62 63