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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
676
KCM Investment Advisors
California
$373K +$61.8K +1,200 +19%
CC
677
Courier Capital
New York
$372K -$46.4K -900 -11%
LC
678
Lindbrook Capital
California
$372K +$45.9K +891 +14%
DWM
679
Drive Wealth Management
Utah
$372K +$98.9K +1,919 +35%
SP
680
Successful Portfolios
Florida
$369K +$1.03K +20 +0.3%
SFWA
681
Summit Financial Wealth Advisors
Louisiana
$367K -$43.9K -852 -12%
CAM
682
Cozad Asset Management
Illinois
$365K -$32.1K -622 -8%
BAM
683
Berkshire Asset Management
Pennsylvania
$365K -$1.29K -25 -0.3%
TW
684
Transform Wealth
Colorado
$364K -$63.6K -1,234 -14%
CGA
685
Crescent Grove Advisors
Illinois
$364K +$377K +7,308 New
BPCE
686
Bank Pictet & Cie (Europe)
Germany
$363K – – –
WOC
687
West Oak Capital
California
$363K – – –
FHA
688
Flagship Harbor Advisors
Massachusetts
$363K +$72.1K +1,400 +24%
NFC
689
Northeast Financial Consultants
Connecticut
$361K – – –
EP
690
Eudaimonia Partners
Tennessee
$360K -$97.1K -1,885 -21%
SIG
691
Stonegate Investment Group
Alabama
$360K -$3.5K -68 -0.9%
CPA
692
Cardiff Park Advisors
California
$358K +$2.89K +56 +0.8%
AIM
693
Anchor Investment Management
South Carolina
$357K – – –
SCM
694
Stonebridge Capital Management
California
$354K -$31.1K -603 -8%
JWCA
695
J.W. Cole Advisors
Florida
$354K +$34.3K +666 +10%
SBIA
696
Sheaff Brock Investment Advisors
Indiana
$353K +$128K +2,482 +54%
PFO
697
Pathstone Family Office
New Jersey
$352K +$96K +1,863 +36%
SFG
698
Summit Financial Group
West Virginia
$351K -$1.55K -30 -0.4%
FNT
699
First National Trust
Pennsylvania
$351K +$3.76K +73 +1%
BIM
700
Baldwin Investment Management
Pennsylvania
$350K -$16.8K -326 -4%
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