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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
651
TD Private Client Wealth
New York
$781K -$191K -2,209 -18%
AMIM
652
Aull & Monroe Investment Management
Alabama
$777K – – –
TCOT
653
Trust Company of Toledo
Ohio
$776K -$20.9K -242 -2%
LWMNY
654
Landmark Wealth Management (New York)
New York
$775K – – –
PC
655
Payne Capital
Oregon
$775K – – –
CS
656
Crescent Sterling
Louisiana
$772K -$139K -1,610 -14%
SHC
657
SALT Holding Corp
Delaware
$771K – – –
HKIM
658
Hayek Kallen Investment Management
Alabama
$768K -$209K -2,419 -20%
AIM
659
Alhambra Investment Management
Florida
$761K -$55.1K -638 -6%
TFA
660
Transamerica Financial Advisors
Florida
$758K +$139K +1,616 +20%
WAL
661
W Advisors LLC
Tennessee
$757K – – –
HTC
662
Haverford Trust Company
Pennsylvania
$753K -$40.4K -468 -5%
FWSM
663
First Wilshire Securities Management
California
$747K – – –
AGA
664
Arkos Global Advisors
Texas
$746K +$8.29K +96 +1%
MHR
665
Matthew Hamilton Rosenberg
$746K +$52.5K +608 +7%
WF
666
Welch & Forbes
Massachusetts
$741K +$156K +1,804 +23%
CIA
667
Choate Investment Advisors
Massachusetts
$740K – – –
LAM
668
LOM Asset Management
$739K -$44.9K -520 -5%
BMCM
669
Bryn Mawr Capital Management
Pennsylvania
$733K +$4.32K +50 +0.5%
OIA
670
OneDigital Investment Advisors
Kansas
$732K -$62K -718 -7%
IRP
671
Investment Research Partners
Pennsylvania
$731K +$190K +2,200 +30%
PM
672
Penbrook Management
New York
$729K – – –
BCWM
673
Bartlett & Co Wealth Management
Ohio
$726K +$78.6K +910 +11%
LG
674
Leuthold Group
Minnesota
$725K -$228K -2,643 -22%
EWM
675
EPG Wealth Management
Georgia
$724K -$337K -3,901 -29%
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