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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
801
Tiedemann Advisors
New York
$339K +$126K +2,100 +60%
PMA
802
Prudent Man Advisors
Illinois
$339K – – –
MWM
803
Mattern Wealth Management
Kansas
$338K – – –
BWM
804
Baron Wealth Management
Michigan
$335K +$6.36K +106 +2%
AGC
805
Aspen Grove Capital
Colorado
$334K -$12.6K -210 -4%
IAMOG
806
Investors Asset Management of Georgia
Georgia
$334K – – –
FB
807
Fulton Bank
Pennsylvania
$333K -$2.16K -36 -0.6%
LSA
808
Leonteq Securities AG
Switzerland
$332K -$1.35M -22,564 -80%
BP
809
Ballentine Partners
Massachusetts
$332K +$330K +5,501 New
LCM
810
Lunt Capital Management
Utah
$327K +$325K +5,422 New
SAA
811
Southeast Asset Advisors
Georgia
$327K – – –
OWP
812
Obermeyer Wealth Partners
Colorado
$327K – – –
IAIM
813
International Assets Investment Management
Florida
$326K -$34.4K -573 -10%
MOS
814
MGO One Seven
Ohio
$326K -$261K -4,353 -45%
SC
815
Sawyer & Company
Massachusetts
$324K – – –
BCP
816
Blue Chip Partners
Michigan
$321K +$660 +11 +0.2%
ACA
817
Atlas Capital Advisors
Wyoming
$321K – – –
PFBT
818
Parkside Financial Bank & Trust
Missouri
$321K +$3.36K +56 +1%
GSB
819
Greenfield Savings Bank
Massachusetts
$321K – – –
TPM
820
Triasima Portfolio Management
Quebec, Canada
$320K – – –
AWM
821
Aries Wealth Management
Maine
$320K -$13.6K -226 -4%
PSP
822
Principal Street Partners
Tennessee
$319K – – –
WPC
823
Wedmont Private Capital
Pennsylvania
$318K +$15.8K +263 +5%
BIM
824
Bridges Investment Management
Nebraska
$316K – – –
PCMK
825
Paragon Capital Management (Kansas)
Kansas
$316K – – –
31 32
33
34 35