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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1526
GoalVest Advisory
New York
$12K – – –
CWP
1527
Clark Wealth Partners
Illinois
$11.9K +$81 +1 +0.8%
MIM
1528
Marshall Investment Management
Colorado
$11.7K +$10.2K +126 New
BCM
1529
Boreal Capital Management
Florida
$11.6K – – –
MCM
1530
MV Capital Management
Maryland
$11.5K +$7.43K +92 +288%
MS
1531
Monetary Solutions
Ohio
$11.4K – – –
YP
1532
YANKCOM Partnership
South Dakota
$11.3K -$18.5K -229 -65%
IWS
1533
Intentional Wealth Strategies
Colorado
$10.9K +$9.45K +117 New
RWM
1534
Raffa Wealth Management
District of Columbia
$10.8K – – –
DFA
1535
DHJJ Financial Advisors
Illinois
$10.6K – – –
MLA
1536
MB, Levis & Associates
Pennsylvania
$10.3K +$81 +1 +0.9%
MAM
1537
Morse Asset Management
Connecticut
$10.2K – – –
GWP
1538
Gen-Wealth Partners
Michigan
$10K +$8.73K +108 New
IAS
1539
IMA Advisory Services
Colorado
$9.95K -$727 -9 -8%
BA
1540
Ballast Advisors
Minnesota
$9.95K +$8.65K +107 New
BFS
1541
Bare Financial Services
Pennsylvania
$9.49K – – –
CC
1542
Corsicana & Co
Texas
$9.38K – – –
GGI
1543
Godsey & Gibb Inc
Virginia
$9.3K -$16.2K -200 -67%
CAM
1544
Costello Asset Management
Pennsylvania
$9.3K +$8.08K +100 New
BIM
1545
Breakwater Investment Management
Washington
$8.93K – – –
KFP
1546
Kerr Financial Planning
California
$8.58K +$162 +2 +2%
VWA
1547
Valued Wealth Advisors
Utah
$8.28K +$6.71K +83 +1,383%
SR
1548
Syntax Research
Florida
$7.72K – – –
HWM
1549
HighMark Wealth Management
Minnesota
$7.72K +$6.71K +83 New
MSG
1550
Main Street Group
Virginia
$7.72K +$6.71K +83 New
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