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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
751
Strategic Advisors
New York
$392K – – –
HDIM
752
Hanson & Doremus Investment Management
Vermont
$390K -$15K -250 -4%
EHAM
753
Eagle Harbor Asset Management
Washington
$390K -$5.16K -86 -1%
BMC
754
Beaton Management Company
Massachusetts
$389K – – –
MGIA
755
Matthew Goff Investment Advisor
Texas
$388K +$34.6K +576 +10%
GS
756
Gagnon Securities
New York
$386K -$480 -8 -0.1%
SI
757
Saxon Interests
Texas
$384K – – –
GWM
758
Geneos Wealth Management
Colorado
$384K +$178K +2,968 +88%
BWM
759
Buckley Wealth Management
Nevada
$384K +$382K +6,358 New
SMA
760
Sage Mountain Advisors
Georgia
$383K +$3.6K +60 +1%
HVIA
761
Hudson Valley Investment Advisors
New York
$383K -$3K -50 -0.8%
BTI
762
Blue Trust Inc
Georgia
$381K -$420K -6,994 -51%
KIA
763
KCM Investment Advisors
California
$380K -$63.6K -1,060 -14%
AIA
764
AIMZ Investment Advisors
California
$379K – – –
SIMG
765
Sonora Investment Management Group
Arizona
$377K +$5.4K +90 +1%
PWP
766
Principle Wealth Partners
Connecticut
$376K – – –
FTC
767
Farmers Trust Company
Ohio
$375K -$43.1K -719 -10%
IBOK
768
Independence Bank of Kentucky
Kentucky
$375K -$13.5K -225 -4%
VVP
769
Venture Visionary Partners
Ohio
$374K -$240K -4,000 -39%
WP
770
WealthSource Partners
California
$373K -$1.2K -20 -0.3%
BCMLT
771
Beacon Capital Management LLC (Tennessee)
Tennessee
$372K – – –
SFWA
772
Summit Financial Wealth Advisors
Louisiana
$371K – – –
CWM
773
Cordatus Wealth Management
Pennsylvania
$371K +$369K +6,148 New
AOWM
774
Alpha Omega Wealth Management
Virginia
$370K -$25.8K -430 -7%
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$368K +$4.44K +74 +1%
29 30
31
32 33