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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
601
Aptus Capital Advisors
Alabama
$808K +$142K +2,117 +23%
GWA
602
Gratus Wealth Advisors
Virginia
$807K -$8.58K -128 -1%
OPCM
603
Osborne Partners Capital Management
California
$806K -$322K -4,800 -30%
GI
604
Gradient Investments
Minnesota
$806K +$123K +1,833 +19%
ISFAN
605
Investor's Fiduciary Advisor Network
Washington
$804K -$13.8K -206 -2%
WPC
606
Wedmont Private Capital
Pennsylvania
$797K -$12.4K -185 -2%
BFS
607
Bradley Foster & Sargent
Connecticut
$796K +$74.3K +1,109 +11%
LAM
608
LOM Asset Management
$795K +$757K +11,295 New
NL
609
NWAM LLC
Washington
$793K +$289K +4,308 +64%
LGA
610
Lebenthal Global Advisors
New York
$790K +$10.8K +161 +1%
ISL
611
Ingalls & Snyder LLC
New York
$789K -$2.55K -38 -0.3%
CCFM
612
Clear Creek Financial Management
Washington
$788K +$399K +5,956 +114%
DT
613
Diversified Trust
Tennessee
$784K +$20K +298 +3%
GFP
614
Gryphon Financial Partners
Ohio
$783K -$66.2K -987 -8%
FCP
615
Fidelis Capital Partners
Florida
$782K +$18.4K +274 +3%
JGUA
616
John G. Ullman & Associates
New York
$782K +$6.7K +100 +0.9%
SYBT
617
Stock Yards Bank & Trust
Kentucky
$781K +$118K +1,754 +19%
FRM
618
Fox Run Management
Connecticut
$779K +$741K +11,059 New
QOP
619
Quinn Opportunity Partners
Virginia
$775K – – –
USGIU
620
U.S. Global Investors (USGI)
Texas
$775K +$402K +6,000 +120%
CC
621
Commons Capital
Massachusetts
$775K +$737K +11,000 New
PTC
622
Private Trust Company
Ohio
$770K -$6.17K -92 -0.8%
DWT
623
Dorsey & Whitney Trust
South Dakota
$765K -$234K -3,492 -24%
AMIM
624
Aull & Monroe Investment Management
Alabama
$762K – – –
BB
625
Busey Bank
Illinois
$761K -$61.6K -919 -8%
23 24
25
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