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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
776
Global Trust Asset Management
Florida
$556K -$5.18K -60 -0.8%
IRC
777
Investors Research Corp
Georgia
$555K – – –
DWM
778
Drive Wealth Management
Utah
$555K +$15.6K +181 +3%
ANTB
779
AMG National Trust Bank
Colorado
$555K -$40.3K -467 -6%
UB
780
UMB Bank
Missouri
$552K +$950 +11 +0.2%
SCM
781
Schnieders Capital Management
California
$550K +$18.1K +210 +3%
DCM
782
Dorato Capital Management
Colorado
$549K +$5.61K +65 +1%
SAMT
783
Select Asset Management & Trust
Pennsylvania
$549K – – –
KCPG
784
Kavar Capital Partners Group
Kansas
$546K +$10.6K +123 +2%
JT
785
Jupiter Topco
New York
$545K +$607K +7,026 New
TAFW
786
Tred Avon Family Wealth
Maryland
$544K +$7.34K +85 +1%
CT
787
Clearstead Trust
Maine
$542K -$17.5K -203 -3%
WJWM
788
Williams Jones Wealth Management
New York
$542K -$102K -1,182 -14%
HCA
789
Harbour Capital Advisors
Virginia
$541K -$9.06K -105 -2%
WIC
790
Woodmont Investment Counsel
Tennessee
$541K – – –
LI
791
LMCG Investments
Massachusetts
$538K +$24.7K +286 +4%
SWM
792
Seed Wealth Management
Illinois
$537K – – –
NA
793
Nautilus Advisors
California
$536K +$863 +10 +0.2%
FWP
794
FAS Wealth Partners
Kansas
$533K +$2.07K +24 +0.4%
WA
795
Wealth Alliance
New York
$531K -$22.2K -257 -4%
CM
796
Capula Management
Cayman Islands
$529K +$589K +6,819 New
NRC
797
New Republic Capital
North Carolina
$526K -$1.21K -14 -0.2%
PGA
798
Portland Global Advisors
Maine
$525K – – –
BWM
799
BKM Wealth Management
Wisconsin
$525K -$25.1K -291 -4%
AC
800
Avant Capital
Louisiana
$523K – – –
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