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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
701
Lindbrook Capital
California
$420K -$6.01K -109 -1%
WOC
702
West Oak Capital
California
$416K – – –
BPCE
703
Bank Pictet & Cie (Europe)
Germany
$416K – – –
CAM
704
Cozad Asset Management
Illinois
$414K -$3.36K -61 -0.8%
TW
705
Transform Wealth
Colorado
$414K -$3.09K -56 -0.8%
NFC
706
Northeast Financial Consultants
Connecticut
$413K – – –
NIM
707
Northeast Investment Management
Massachusetts
$411K +$84.7K +1,537 +27%
YDMI
708
Y.D. More Investments
Israel
$411K +$400K +7,250 New
AFP
709
Ausdal Financial Partners
Iowa
$411K -$82.4K -1,495 -17%
BBA
710
BLB&B Advisors
Pennsylvania
$409K -$66.2K -1,200 -14%
CPA
711
Cardiff Park Advisors
California
$407K -$2.54K -46 -0.6%
RPC
712
Rossmore Private Capital
Connecticut
$406K +$5.73K +104 +1%
SFG
713
StrategIQ Financial Group
Indiana
$405K +$5.51K +100 +1%
BIP
714
Blueprint Investment Partners
North Carolina
$404K +$64.4K +1,169 +20%
CT
715
Cambridge Trust
Massachusetts
$404K -$37.4K -678 -9%
CRC
716
Curi RMB Capital
Illinois
$404K -$58.5K -1,062 -13%
BCM
717
Brookstone Capital Management
Illinois
$404K +$87.4K +1,585 +29%
AIM
718
Anchor Investment Management
South Carolina
$403K -$5.51K -100 -1%
BAM
719
Belpointe Asset Management
Nevada
$403K +$176K +3,196 +83%
SFG
720
Summit Financial Group
West Virginia
$402K – – –
OWA
721
One Wealth Advisors
California
$401K +$12.1K +220 +3%
WWM
722
Western Wealth Management
Colorado
$401K -$310K -5,616 -44%
FNT
723
First National Trust
Pennsylvania
$400K -$1.76K -32 -0.5%
WAG
724
Wallace Advisory Group
California
$399K +$387K +7,012 New
SI
725
Saxon Interests
Texas
$399K -$154K -2,800 -29%
27 28
29
30 31