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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
726
Parsons Capital Management
Rhode Island
$634K +$78.9K +914 +13%
1WA
727
180 Wealth Advisors
Washington
$633K -$50.4K -584 -7%
EHWM
728
Eads & Heald Wealth Management
Georgia
$631K – – –
MPI
729
Mairs & Power Inc
Minnesota
$631K – – –
IWA
730
Icon Wealth Advisors
Texas
$630K -$1.64K -19 -0.2%
ECM
731
Estabrook Capital Management
New York
$629K +$43.2K +500 +7%
WHG
732
Westwood Holdings Group
Texas
$628K +$700K +8,105 New
LMFP
733
Larry Mathis Financial Planning
Arizona
$625K -$31.9K -370 -4%
DWA
734
Douglass Winthrop Advisors
New York
$623K +$16.2K +188 +2%
RHDIC
735
R.H. Dinel Investment Counsel
California
$621K – – –
EFA
736
Evernest Financial Advisors
Indiana
$621K – – –
OIC
737
Orion Investment Company
Missouri
$619K – – –
PWP
738
Principle Wealth Partners
Connecticut
$619K +$29.3K +339 +4%
BGAI
739
Bruce G. Allen Investments
Colorado
$619K -$432 -5 -0.1%
MWM
740
Modern Wealth Management
Kansas
$618K +$283K +3,284 +70%
VEM
741
Vann Equity Management
Texas
$616K +$10.5K +122 +2%
CI
742
Conning Inc
Connecticut
$615K +$118K +1,368 +21%
AAS
743
Ameritas Advisory Services
Nebraska
$615K +$133K +1,540 +24%
CWM
744
Centurion Wealth Management
Virginia
$613K -$57.9K -671 -8%
HCM
745
Hollencrest Capital Management
California
$613K – – –
JIR
746
James Investment Research
Ohio
$611K +$41.8K +484 +7%
SYBT
747
Stock Yards Bank & Trust
Kentucky
$610K -$60.7K -703 -8%
FVWA
748
Foster Victor Wealth Advisors
South Carolina
$608K +$23.9K +277 +4%
GHA
749
GW Henssler & Associates
Georgia
$603K – – –
NB
750
NBT Bank
New York
$602K -$35K -405 -5%
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30
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