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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
776
Washington Trust
Rhode Island
$557K +$66K +765 +12%
GTAM
777
Global Trust Asset Management
Florida
$556K -$5.18K -60 -0.8%
IRC
778
Investors Research Corp
Georgia
$555K – – –
DWM
779
Drive Wealth Management
Utah
$555K +$15.6K +181 +3%
ANTB
780
AMG National Trust Bank
Colorado
$555K -$40.3K -467 -6%
UB
781
UMB Bank
Missouri
$552K +$950 +11 +0.2%
SCM
782
Schnieders Capital Management
California
$550K +$18.1K +210 +3%
DCM
783
Dorato Capital Management
Colorado
$549K +$5.61K +65 +1%
SAMT
784
Select Asset Management & Trust
Pennsylvania
$549K – – –
KCPG
785
Kavar Capital Partners Group
Kansas
$546K +$10.6K +123 +2%
JT
786
Jupiter Topco
New York
$545K +$607K +7,026 New
TAFW
787
Tred Avon Family Wealth
Maryland
$544K +$7.34K +85 +1%
CT
788
Clearstead Trust
Maine
$542K -$17.5K -203 -3%
WJWM
789
Williams Jones Wealth Management
New York
$542K -$102K -1,182 -14%
HCA
790
Harbour Capital Advisors
Virginia
$541K -$9.06K -105 -2%
WIC
791
Woodmont Investment Counsel
Tennessee
$541K – – –
LI
792
LMCG Investments
Massachusetts
$538K +$24.7K +286 +4%
SWM
793
Seed Wealth Management
Illinois
$537K – – –
NA
794
Nautilus Advisors
California
$536K +$863 +10 +0.2%
FWP
795
FAS Wealth Partners
Kansas
$533K +$2.07K +24 +0.4%
WA
796
Wealth Alliance
New York
$531K -$22.2K -257 -4%
CM
797
Capula Management
Cayman Islands
$529K +$589K +6,819 New
NRC
798
New Republic Capital
North Carolina
$526K -$1.21K -14 -0.2%
PGA
799
Portland Global Advisors
Maine
$525K – – –
BWM
800
BKM Wealth Management
Wisconsin
$525K -$25.1K -291 -4%
30 31
32
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