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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
751
NTV Asset Management
West Virginia
$371K – – –
BMC
752
Beaton Management Company
Massachusetts
$371K – – –
IBOK
753
Independence Bank of Kentucky
Kentucky
$370K +$9.65K +164 +3%
LNC
754
Lincoln National Corp
Pennsylvania
$369K -$72.5K -1,233 -16%
GS
755
Gagnon Securities
New York
$368K +$294 +5 +0.1%
SPP
756
Single Point Partners
Massachusetts
$368K +$44.8K +761 +13%
HVIA
757
Hudson Valley Investment Advisors
New York
$367K +$32.4K +550 +9%
EH
758
Equitable Holdings
New York
$367K +$375K +6,382 New
SI
759
Saxon Interests
Texas
$366K -$29.4K -500 -7%
IIM
760
InTrack Investment Management
Vermont
$366K +$118 +2 +0%
PFO
761
Pathstone Family Office
New Jersey
$365K -$747K -12,704 -64%
SP
762
Successful Portfolios
Florida
$364K -$30.9K -525 -8%
AWM
763
Apollon Wealth Management
South Carolina
$364K -$126K -2,142 -25%
SMA
764
Sage Mountain Advisors
Georgia
$362K +$370K +6,287 New
AIA
765
AIMZ Investment Advisors
California
$361K – – –
RCAG
766
Rehmann Capital Advisory Group
Michigan
$360K -$11.3K -192 -3%
AWS
767
Arkfeld Wealth Strategies
Nebraska
$359K +$941 +16 +0.3%
PWP
768
Principle Wealth Partners
Connecticut
$359K -$1.88K -32 -0.5%
WP
769
Westmount Partners
California
$358K +$124K +2,100 +51%
WP
770
WealthSource Partners
California
$356K -$8.59K -146 -2%
SIMG
771
Sonora Investment Management Group
Arizona
$354K +$28K +476 +8%
BCMLT
772
Beacon Capital Management LLC (Tennessee)
Tennessee
$354K – – –
SFWA
773
Summit Financial Wealth Advisors
Louisiana
$354K -$17.6K -300 -5%
TCB
774
Texas Capital Bancshares
Texas
$350K -$824 -14 -0.2%
HA
775
Hamel Associates
New Jersey
$349K – – –
29 30
31
32 33