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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ANI
401
American National Insurance
Texas
$920K +$889K +16,750 New
CSIC
402
Clifford Swan Investment Counsel
California
$915K +$885K +16,662 New
AAM
403
Auxier Asset Management
Oregon
$912K +$881K +16,596 New
PWPS
404
Pinnacle Wealth Planning Services
Ohio
$910K +$880K +16,569 New
NLP
405
Next Level Private
New York
$909K +$879K +16,556 New
CIM
406
Confluence Investment Management
Missouri
$905K +$875K +16,481 New
IWC
407
Integrated Wealth Concepts
Massachusetts
$904K +$873K +16,450 New
MCM
408
MAI Capital Management
Ohio
$902K +$872K +16,418 New
AWS
409
Atria Wealth Solutions
New York
$901K +$870K +16,393 New
MIP
410
Marietta Investment Partners
Wisconsin
$897K +$867K +16,323 New
LI
411
LMCG Investments
Massachusetts
$890K +$860K +16,203 New
BRWA
412
B. Riley Wealth Advisors
Florida
$885K +$854K +16,079 New
CL
413
COWA LLC
Oklahoma
$885K +$855K +16,110 New
PA
414
Profund Advisors
Maryland
$883K +$853K +16,070 New
MCM
415
McKinley Capital Management
Alaska
$874K +$845K +15,916 New
WA
416
Wealth Alliance
New York
$872K +$842K +15,868 New
DWT
417
Dorsey & Whitney Trust
South Dakota
$869K +$839K +15,808 New
AAS
418
Ameritas Advisory Services
Nebraska
$857K +$828K +15,596 New
MJP
419
Michael J. Puzo
$857K +$828K +15,600 New
FAIM
420
Financial Advocates Investment Management
Washington
$855K +$826K +15,560 New
MWM
421
Mission Wealth Management
California
$855K +$826K +15,560 New
POIA
422
Pin Oak Investment Advisors
Texas
$855K +$826K +15,565 New
Prudential Financial
423
Prudential Financial
New Jersey
$843K +$814K +15,338 New
Parallax Volatility Advisers
424
Parallax Volatility Advisers
California
$833K +$805K +15,169 New
MP
425
McDonald Partners
Ohio
$825K +$797K +15,016 New
15 16
17
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