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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
751
Beverly Hills Private Wealth
California
$540K -$19.7K -274 -4%
PTC
752
Private Trust Company
Ohio
$540K -$244K -3,386 -31%
MWM
753
Mattern Wealth Management
Kansas
$538K – – –
CCA
754
Childress Capital Advisors
Texas
$538K -$112K -1,553 -17%
MPI
755
Mairs & Power Inc
Minnesota
$537K – – –
IRP
756
Investment Research Partners
Pennsylvania
$537K +$512K +7,105 New
FI
757
Fractal Investments
Connecticut
$536K – – –
PL
758
Plancorp LLC
Missouri
$535K – – –
DWA
759
Douglass Winthrop Advisors
New York
$534K +$538K +7,466 New
QWP
760
Quotient Wealth Partners
Texas
$530K +$10.7K +148 +2%
EWA
761
EverSource Wealth Advisors
Alabama
$529K +$63.9K +887 +14%
JSC
762
Jackson Square Capital
California
$529K -$123K -1,706 -19%
BWM
763
BKM Wealth Management
Wisconsin
$524K -$215K -2,990 -29%
RMDI
764
R.M. Davis Inc
Maine
$523K -$15.6K -216 -3%
WOC
765
West Oak Capital
California
$523K -$33.1K -460 -6%
TCOV
766
Trust Company of Vermont
Vermont
$522K – – –
PFA
767
Pure Financial Advisors
California
$522K +$55.1K +765 +12%
SWM
768
Seed Wealth Management
Illinois
$517K – – –
SCM
769
Schnieders Capital Management
California
$514K -$12.6K -175 -2%
HI
770
Harbour Investments
Wisconsin
$511K +$57.6K +800 +13%
VDI
771
Vaughan David Investments
Illinois
$510K -$21.7K -302 -4%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$509K -$936 -13 -0.2%
FMTC
773
Farmers & Merchants Trust Company
California
$509K – – –
SIMG
774
Sonora Investment Management Group
Arizona
$508K -$60.1K -834 -11%
CI
775
Conning Inc
Connecticut
$507K +$510K +7,086 New
29 30
31
32 33