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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
Wealth Alliance
New York
$987K -$18.6K -283 -2%
SLAM
527
Swiss Life Asset Management
$973K -$65.6K -1,000 -6%
CWP
528
Cyndeo Wealth Partners
Florida
$968K – – –
IF
529
Intrua Financial
Texas
$967K -$58.8K -896 -6%
BMO
530
Beck Mack & Oliver
New York
$964K -$6.56K -100 -0.7%
CIM
531
Confluence Investment Management
Missouri
$964K -$853 -13 -0.1%
BDS
532
Banco de Sabadell
Florida
$964K -$2.49K -38 -0.3%
EA
533
Ellsworth Advisors
Ohio
$962K +$82.6K +1,259 +9%
BWL
534
Bogart Wealth LLC
Virginia
$955K -$215K -3,279 -18%
AFG
535
American Financial Group
Ohio
$954K – – –
MMA
536
Miracle Mile Advisors
California
$954K -$250K -3,805 -21%
NA
537
Navellier & Associates
Nevada
$953K +$1.9K +29 +0.2%
SGI
538
Summit Global Investments
Utah
$950K +$66 +1 +0%
BB
539
Busey Bank
Illinois
$948K -$117K -1,776 -11%
FNBOO
540
First National Bank of Omaha
Nebraska
$946K -$1.71K -26 -0.2%
MJP
541
Michael J. Puzo
$938K – – –
LNC
542
Lincoln National Corp
Pennsylvania
$937K +$177K +2,704 +23%
CTA
543
Chesley Taft & Associates
Illinois
$935K -$1.64K -25 -0.2%
KWM
544
Kingsview Wealth Management
Oregon
$928K -$26.5K -404 -3%
MFG
545
MidWestOne Financial Group
Iowa
$925K -$41.7K -635 -4%
SS
546
Sunbelt Securities
Texas
$925K +$48.5K +739 +6%
AWA
547
Arkadios Wealth Advisors
Georgia
$922K +$30.4K +463 +3%
RCM
548
Radnor Capital Management
Pennsylvania
$918K -$158K -2,402 -15%
CC
549
Courier Capital
New York
$917K +$386K +5,885 +81%
MPI
550
Mairs & Power Inc
Minnesota
$916K – – –
20 21
22
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