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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1526
Strategic Wealth Advisors
Arizona
$12K -$10.8K -134 -50%
GA
1527
GoalVest Advisory
New York
$12K – – –
CWP
1528
Clark Wealth Partners
Illinois
$11.9K +$81 +1 +0.8%
MIM
1529
Marshall Investment Management
Colorado
$11.7K +$10.2K +126 New
BCM
1530
Boreal Capital Management
Florida
$11.6K – – –
MCM
1531
MV Capital Management
Maryland
$11.5K +$7.43K +92 +288%
MS
1532
Monetary Solutions
Ohio
$11.4K – – –
YP
1533
YANKCOM Partnership
South Dakota
$11.3K -$18.5K -229 -65%
IWS
1534
Intentional Wealth Strategies
Colorado
$10.9K +$9.45K +117 New
RWM
1535
Raffa Wealth Management
District of Columbia
$10.8K – – –
DFA
1536
DHJJ Financial Advisors
Illinois
$10.6K – – –
MLA
1537
MB, Levis & Associates
Pennsylvania
$10.3K +$81 +1 +0.9%
MAM
1538
Morse Asset Management
Connecticut
$10.2K – – –
GWP
1539
Gen-Wealth Partners
Michigan
$10K +$8.73K +108 New
IAS
1540
IMA Advisory Services
Colorado
$9.95K -$727 -9 -8%
BA
1541
Ballast Advisors
Minnesota
$9.95K +$8.65K +107 New
BFS
1542
Bare Financial Services
Pennsylvania
$9.49K – – –
CC
1543
Corsicana & Co
Texas
$9.38K – – –
GGI
1544
Godsey & Gibb Inc
Virginia
$9.3K -$16.2K -200 -67%
CAM
1545
Costello Asset Management
Pennsylvania
$9.3K +$8.08K +100 New
BIM
1546
Breakwater Investment Management
Washington
$8.93K – – –
KFP
1547
Kerr Financial Planning
California
$8.58K +$162 +2 +2%
VWA
1548
Valued Wealth Advisors
Utah
$8.28K +$6.71K +83 +1,383%
SR
1549
Syntax Research
Florida
$7.72K – – –
HWM
1550
HighMark Wealth Management
Minnesota
$7.72K +$6.71K +83 New
60 61
62
63 64