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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
801
Holistic Planning
Texas
$470K +$469 +7 +0.1%
BIM
802
Baldwin Investment Management
Pennsylvania
$470K -$21.6K -322 -5%
PAA
803
Peregrine Asset Advisers
Oregon
$467K +$51.9K +775 +13%
NAM
804
NTV Asset Management
West Virginia
$466K – – –
GCM
805
Gables Capital Management
Florida
$464K – – –
BWM
806
BigSur Wealth Management
Florida
$464K +$3.35K +50 +0.8%
CH
807
Cromwell Holdings
Wyoming
$461K – – –
RBC
808
Romano Brothers & Co
Illinois
$461K -$13.4K -200 -3%
CCG
809
Capital CS Group
California
$461K +$439K +6,544 New
PFA
810
Pure Financial Advisors
California
$460K +$107K +1,601 +32%
EWA
811
EverSource Wealth Advisors
Alabama
$459K +$67.3K +1,004 +18%
BHIA
812
Birch Hill Investment Advisors
Massachusetts
$458K – – –
FTC
813
Farmers Trust Company
Ohio
$457K +$469 +7 +0.1%
RPC
814
Rossmore Private Capital
Connecticut
$455K -$2.68K -40 -0.6%
BMC
815
Beaton Management Company
Massachusetts
$454K – – –
ESB
816
Essex Savings Bank
Connecticut
$453K -$10.5K -157 -2%
E3F
817
Eight 31 Financial
Texas
$453K -$2.41K -36 -0.6%
GC
818
Guggenheim Capital
Illinois
$450K -$257K -3,832 -37%
MGWM
819
Marks Group Wealth Management
Minnesota
$448K -$27.1K -404 -6%
HI
820
Harbour Investments
Wisconsin
$447K -$13.6K -203 -3%
SXL
821
Summit X LLC
Missouri
$446K +$44.6K +665 +12%
MDA
822
Minot DeBlois Advisors
Massachusetts
$445K -$2.81K -42 -0.7%
NIM
823
Northeast Investment Management
Massachusetts
$445K -$1.88K -28 -0.4%
KOCAA
824
Knights of Columbus Asset Advisors
Connecticut
$444K +$57.3K +855 +16%
SW
825
SVB Wealth
Massachusetts
$442K +$421K +6,276 New
31 32
33
34 35