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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
PFG Advisors
Arizona
$523K -$237K -2,743 -29%
FAL
802
Focused Alpha LLC
Colorado
$523K -$59.9K -694 -9%
RIL
803
Rothschild Investment LLC
Illinois
$523K +$37.5K +435 +7%
BAM
804
Broyhill Asset Management
North Carolina
$523K – – –
CA
805
Calton & Associates
Florida
$521K +$358K +4,148 +161%
AWM
806
Axxcess Wealth Management
California
$520K +$579K +6,704 New
AP
807
Anchyra Partners
Georgia
$519K +$9.75K +113 +2%
PAA
808
Peregrine Asset Advisers
Oregon
$516K – – –
BCMLT
809
Beacon Capital Management LLC (Tennessee)
Tennessee
$516K -$518 -6 -0.1%
AFW
810
Avantra Family Wealth
Pennsylvania
$516K -$450K -5,217 -44%
DG
811
DMC Group
Alabama
$515K -$83K -961 -13%
BWM
812
BigSur Wealth Management
Florida
$511K – – –
CH
813
Cromwell Holdings
Wyoming
$508K – – –
TW
814
TritonPoint Wealth
Maryland
$506K +$210K +2,437 +60%
BWAM
815
Boyd Watterson Asset Management
Ohio
$506K – – –
AWM
816
Angeles Wealth Management
California
$504K -$9.58K -111 -2%
BHIA
817
Birch Hill Investment Advisors
Massachusetts
$504K – – –
RMDI
818
R.M. Davis Inc
Maine
$504K – – –
CCM
819
Canal Capital Management
Virginia
$504K +$250K +2,898 +81%
GCM
820
Gables Capital Management
Florida
$503K – – –
CC
821
Courier Capital
New York
$500K +$1.81K +21 +0.3%
MGWM
822
Marks Group Wealth Management
Minnesota
$499K -$93.1K -1,079 -14%
VDI
823
Vaughan David Investments
Illinois
$496K -$37.7K -437 -6%
SWA
824
SFMG Wealth Advisors
Texas
$496K +$44.8K +519 +9%
HP
825
Holistic Planning
Texas
$494K +$26.8K +310 +5%
31 32
33
34 35