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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
626
Raab & Moskowitz Asset Management
New Jersey
$527K – – –
FMTC
627
Farmers & Merchants Trust Company
California
$523K – – –
SWM
628
Seed Wealth Management
Illinois
$520K – – –
PTC
629
Private Trust Company
Ohio
$520K -$7.59K -129 -1%
MCA
630
MSH Capital Advisors
Arizona
$518K – – –
SWS
631
SYSTM Wealth Solutions
Illinois
$515K -$70K -1,190 -12%
ECM
632
Estabrook Capital Management
New York
$514K – – –
JWCA
633
J.W. Cole Advisors
Florida
$514K +$51.7K +878 +11%
HI
634
Harbour Investments
Wisconsin
$514K +$21.7K +369 +4%
BFEC
635
Benjamin F. Edwards & Company
Missouri
$513K -$9.29K -158 -2%
PL
636
Plancorp LLC
Missouri
$511K – – –
LB
637
Leo Brokerage
Texas
$511K +$523K +8,885 New
VCA
638
Verdence Capital Advisors
Maryland
$511K +$8.35K +142 +2%
CCM
639
Coerente Capital Management
Ontario, Canada
$510K -$1.82M -30,902 -78%
KS
640
Karpas Strategies
Connecticut
$509K – – –
SAMT
641
Select Asset Management & Trust
Pennsylvania
$508K – – –
1WA
642
180 Wealth Advisors
Washington
$508K -$3.12K -53 -0.6%
NL
643
NWAM LLC
Washington
$507K -$52.7K -896 -9%
QI
644
Qtron Investments
Massachusetts
$506K +$234K +3,974 +82%
BIM
645
Baldwin Investment Management
Pennsylvania
$505K – – –
HIP
646
Harrell Investment Partners
Texas
$504K – – –
RFA
647
Resurgent Financial Advisors
Georgia
$501K +$229K +3,900 +81%
RSVP
648
Ramsay Stattman Vela & Price
Colorado
$498K -$10.3K -175 -2%
IP
649
Ignite Planners
California
$498K +$26.5K +450 +6%
BWAM
650
Boyd Watterson Asset Management
Ohio
$496K – – –
24 25
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