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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
476
Coronation Fund Managers
South Africa
$969K +$963K +16,046 New
MYIA
477
Mount Yale Investment Advisors
Colorado
$968K +$339K +5,654 +55%
MIP
478
Marietta Investment Partners
Wisconsin
$961K – – –
SLAM
479
Swiss Life Asset Management
$953K – – –
WA
480
Wealth Alliance
New York
$947K +$71.9K +1,198 +8%
TSW
481
Thompson Siegel & Walmsley
Virginia
$934K – – –
KWM
482
Kingsview Wealth Management
Oregon
$934K +$153K +2,549 +20%
HSA
483
HBK Sorce Advisory
Pennsylvania
$933K -$36.1K -601 -4%
MWM
484
Mission Wealth Management
California
$930K +$136K +2,262 +17%
PWW
485
Pettyjohn Wood & White
Virginia
$929K +$128K +2,125 +16%
BDS
486
Banco de Sabadell
Florida
$913K -$4.68K -78 -0.5%
BOH
487
Bank of Hawaii
Hawaii
$908K -$201K -3,347 -18%
CA
488
Clearstead Advisors
Ohio
$902K +$76.6K +1,277 +9%
SGI
489
Summit Global Investments
Utah
$897K -$1.98K -33 -0.2%
WANY
490
Wealthspire Advisors (New York)
New York
$892K +$62.7K +1,044 +8%
GFA
491
Gallagher Fiduciary Advisors
Illinois
$891K -$62.6K -1,043 -7%
BMO
492
Beck Mack & Oliver
New York
$891K -$60K -1,000 -6%
CGL
493
Clarius Group LLC
Washington
$889K +$4.8K +80 +0.5%
FNBOO
494
First National Bank of Omaha
Nebraska
$888K -$37.3K -621 -4%
CWP
495
Cyndeo Wealth Partners
Florida
$887K -$18.7K -311 -2%
CIM
496
Confluence Investment Management
Missouri
$886K -$91.3K -1,521 -9%
AFG
497
American Financial Group
Ohio
$876K – – –
HH
498
Hilltop Holdings
Texas
$874K +$507K +8,441 +140%
CCP
499
Clifford Capital Partners
Utah
$869K +$864K +14,396 New
DF
500
Donoghue Forlines
Massachusetts
$866K -$310K -5,173 -26%
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