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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
701
Avant Capital
Louisiana
$360K – – –
WP
702
WealthSource Partners
California
$359K -$78.1K -1,390 -17%
RSWM
703
Robertson Stephens Wealth Management
California
$358K +$4.21K +75 +1%
CAMG
704
CWA Asset Management Group
Florida
$356K -$2.53K -45 -0.7%
OWA
705
One Wealth Advisors
California
$355K +$382K +6,795 New
CIAS
706
Capital Investment Advisory Services
North Carolina
$354K +$9.49K +169 +3%
BL
707
Balentine LLC
Georgia
$351K +$39.1K +696 +12%
EW
708
Element Wealth
Mississippi
$350K +$2.02K +36 +0.5%
BWM
709
Buckley Wealth Management
Nevada
$348K +$6.07K +108 +2%
HW
710
Hancock Whitney
Mississippi
$347K -$2.08K -37 -0.6%
BIM
711
Bridges Investment Management
Nebraska
$347K – – –
GS
712
Gagnon Securities
New York
$345K +$9.83K +175 +3%
LC
713
Lindbrook Capital
California
$345K +$116K +2,073 +46%
GW
714
GW & Wade
Massachusetts
$343K +$41.4K +737 +13%
AOWM
715
Alpha Omega Wealth Management
Virginia
$342K -$5.62K -100 -2%
AIA
716
AIMZ Investment Advisors
California
$342K – – –
EGA
717
E&G Advisors
Texas
$342K – – –
FMWA
718
Forvis Mazars Wealth Advisors
Missouri
$341K +$27.3K +486 +8%
BHIA
719
Birch Hill Investment Advisors
Massachusetts
$340K +$365K +6,500 New
BMC
720
Beaton Management Company
Massachusetts
$337K -$9.16K -163 -2%
JWCA
721
J.W. Cole Advisors
Florida
$337K -$5.73K -102 -2%
NAM
722
NTV Asset Management
West Virginia
$337K +$28.1K +500 +8%
IIM
723
InTrack Investment Management
Vermont
$337K +$362K +6,452 New
SMC
724
Smith, Moore & Co
Missouri
$336K +$19.7K +351 +6%
KC
725
Kenfarb & Co
Kentucky
$335K – – –
27 28
29
30 31