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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
451
Solstein Capital
California
$1.03M -$290K -4,923 -22%
VT
452
Vise Technologies
New York
$1.02M +$60.1K +1,021 +6%
IA
453
IFP Advisors
Florida
$1.02M -$348K -5,910 -23%
IF
454
Intrua Financial
Texas
$1.01M -$84.1K -1,429 -8%
HT
455
Headlands Technologies
Illinois
$1.01M +$1.03M +17,524 New
AAM
456
Auxier Asset Management
Oregon
$1M -$2.94K -50 -0.3%
LDB
457
Lee, Danner & Bass
Tennessee
$991K -$118K -2,000 -10%
EIP
458
Epoch Investment Partners
New York
$988K – – –
ISL
459
Ingalls & Snyder LLC
New York
$986K – – –
QCM
460
Quantinno Capital Management
New York
$985K +$52.2K +887 +5%
BCM
461
BTC Capital Management
Iowa
$975K -$79.1K -1,344 -7%
RG
462
Rathbones Group
United Kingdom
$961K – – –
NLP
463
Next Level Private
New York
$958K +$1.47K +25 +0.2%
CSIC
464
Clifford Swan Investment Counsel
California
$954K +$74.1K +1,259 +8%
IC
465
IEQ Capital
California
$951K +$10.5K +178 +1%
BL
466
Balentine LLC
Georgia
$950K +$332K +5,642 +52%
GI
467
GAMCO Investors
Connecticut
$945K -$56.9K -967 -6%
SWP
468
Stratos Wealth Partners
Ohio
$943K -$81.8K -1,390 -8%
SWM
469
Sendero Wealth Management
Texas
$942K +$50.9K +865 +6%
AWM
470
Absher Wealth Management
North Carolina
$937K -$680K -11,566 -42%
OPCM
471
Osborne Partners Capital Management
California
$935K -$120K -2,043 -11%
DP
472
Dearborn Partners
Illinois
$934K +$4.24K +72 +0.4%
BEAM
473
Baker Ellis Asset Management
Washington
$932K – – –
CIM
474
Confluence Investment Management
Missouri
$932K +$32.8K +557 +4%
HSA
475
HBK Sorce Advisory
Pennsylvania
$923K +$944K +16,046 New
17 18
19
20 21