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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
626
Horizon Investments
North Carolina
$678K +$14.8K +226 +2%
AMIM
627
Aull & Monroe Investment Management
Alabama
$678K -$19.9K -303 -3%
BF
628
Brucke Financial
Indiana
$675K +$672K +10,258 New
BCM
629
Birmingham Capital Management
Alabama
$675K -$19.7K -300 -3%
C
630
Certuity
Florida
$669K +$24.2K +370 +4%
RPCONE
631
Retirement Planning Company of New England
Rhode Island
$668K +$698K +10,655 New
FI
632
Finivi Inc
Massachusetts
$666K -$10.2K -155 -1%
DT
633
Diversified Trust
Tennessee
$665K +$7.86K +120 +1%
SIC
634
Shoker Investment Counsel
Ohio
$664K -$4.39K -67 -0.6%
GDP
635
Great Diamond Partners
Maine
$658K +$17.9K +273 +3%
PCMF
636
Private Capital Management (Florida)
Florida
$658K – – –
BEI
637
Benjamin Edwards Inc
Missouri
$657K +$21.1K +322 +3%
IB
638
Intrust Bank
Kansas
$657K +$6.95K +106 +1%
PTC
639
Private Trust Company
Ohio
$657K +$66 +1 +0%
SQA
640
Simon Quick Advisors
New Jersey
$655K +$459 +7 +0.1%
HJIM
641
Henry James International Management
New York
$651K – – –
SC
642
Schulhoff & Co
Ohio
$649K – – –
IRC
643
Investors Research Corp
Georgia
$649K – – –
LGA
644
Lebenthal Global Advisors
New York
$648K +$69.9K +1,066 +11%
MWM
645
Meridian Wealth Management
Kentucky
$646K +$1.97K +30 +0.3%
IAN
646
Integrated Advisors Network
Texas
$646K -$424K -6,471 -39%
MA
647
Mutual Advisors
Nebraska
$643K -$242K -3,686 -28%
CCA
648
Criterion Capital Advisors
Tennessee
$642K – – –
EFA
649
Evernest Financial Advisors
Indiana
$641K +$671K +10,233 New
QI
650
Qtron Investments
Massachusetts
$636K – – –
24 25
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