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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
351
Obermeyer Wealth Partners
Colorado
$3.03M -$99K -1,225 -4%
GIO
352
Galilei Investment Office
United Kingdom
$3.02M – – –
IAA
353
Independent Advisor Alliance
North Carolina
$3M -$80.4K -995 -3%
SDIC
354
South Dakota Investment Council
South Dakota
$2.99M -$5.93M -73,326 -70%
SCM
355
Sterling Capital Management
North Carolina
$2.99M +$1.08M +13,366 +71%
RCG
356
Regatta Capital Group
California
$2.95M +$193K +2,385 +8%
MCM
357
Mill Capital Management
North Carolina
$2.94M -$207K -2,556 -7%
KCM
358
Kanawha Capital Management
Virginia
$2.91M -$29.3K -363 -1%
SB
359
Simmons Bank
Arkansas
$2.89M +$15.4K +190 +0.6%
PWM
360
Perigon Wealth Management
California
$2.85M +$48.8K +604 +2%
SBH
361
Segall Bryant & Hamill
Illinois
$2.84M – – –
SCA
362
Snowden Capital Advisors
New York
$2.82M +$15.3K +189 +0.6%
CPM
363
Connective Portfolio Management
New York
$2.81M – – –
CS
364
Cannell & Spears
New York
$2.78M – – –
AMG
365
Advisors Management Group
Wisconsin
$2.77M -$581K -7,194 -19%
ACA
366
American Capital Advisory
Idaho
$2.75M +$834K +10,326 +54%
S
367
SimplyRich
California
$2.72M -$6.3K -78 -0.3%
SWP
368
Stratos Wealth Partners
Ohio
$2.72M +$367K +4,548 +18%
I
369
InvesTrust
Oklahoma
$2.72M -$13.5K -167 -0.6%
AAM
370
Advisors Asset Management
Colorado
$2.71M -$28.4K -352 -1%
EWA
371
EP Wealth Advisors
California
$2.69M -$161K -1,996 -6%
DWM
372
Dynasty Wealth Management
Florida
$2.64M -$103K -1,270 -4%
BO
373
Bank OZK
Arkansas
$2.63M +$186K +2,302 +9%
BC
374
Burney Company
Virginia
$2.63M -$141K -1,749 -6%
JFG
375
Jefferies Financial Group
New York
$2.61M +$2.27M +28,055 New
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