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Shell plc Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 3,400 | $260,229.12 | $306,238 | $46,008.88 | 17.68% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 56,682 | $3.9M | $5.21M | $1.31M | 33.59% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,714 | $250,765.89 | $249,633.72 | -$1,132.17 | -0.45% |
 James Rankin Modern Wealth Management, LLC | 7,973 | $568,489.17 | $721,317.31 | $152,828.14 | 26.88% |
 David Vollmer PFS Partners, LLC | 5,344 | $350,534.71 | $491,541.12 | $141,006.41 | 40.23% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,607 | $573,676.05 | $791,671.86 | $217,995.81 | 38% |
 Amir Har-El Savvy Advisors, Inc. | 19,743 | $1.34M | $1.82M | $471,223.19 | 35.04% |
 Joseph Morrison Sentry LLC | 3,642 | $209,560.56 | $329,491.74 | $119,931.18 | 57.23% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 35 | $2,714 | $3,219.3 | $505.3 | 18.62% |
 Owen McCabe Tyche Wealth Partners LLC | 3,638 | $241,447.41 | $319,270.88 | $77,823.47 | 32.23% |
 United Advisor Group LLC United Advisor Group, LLC | 3,463 | $258,992.34 | $318,526.74 | $59,534.4 | 22.99% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 5,176 | $358,072.99 | $476,088.48 | $118,015.49 | 32.96% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 6,373 | $423,477.41 | $564,010.5 | $140,533.09 | 33.19% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,978 | $527,314.32 | $733,816.44 | $206,502.12 | 39.16% |
 Jeffrey McGrath Cetera Trust Company, N.A | 4,415 | $291,495.01 | $397,659.05 | $106,164.04 | 36.42% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,836 | $248,999.01 | $255,438.52 | $6,439.51 | 2.59% |
 Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,344 | $216,396.18 | $307,581.12 | $91,184.94 | 42.14% |
 Taylor Wagner Valued Wealth Advisors LLC | 89 | $8,125 | $8,186.22 | $61.22 | 0.75% |
 Steven JE Manders BKM Wealth Management, LLC | 6,766 | $450,068.78 | $622,336.68 | $172,267.9 | 38.28% |
 Andrew Schiff TRITONPOINT WEALTH, LLC | 6,528 | $481,594.12 | $587,193.6 | $105,599.48 | 21.93% |
