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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
801
Foster Victor Wealth Advisors
South Carolina
$633K +$121K +1,494 +28%
NRC
802
New Republic Capital
North Carolina
$632K -$292K -3,610 -35%
BCM
803
Brookstone Capital Management
Illinois
$630K +$104K +1,290 +24%
PGA
804
Portland Global Advisors
Maine
$630K -$116K -1,435 -17%
AC
805
Avant Capital
Louisiana
$628K – – –
BAM
806
Broyhill Asset Management
North Carolina
$627K +$162K +2,000 +42%
C
807
Certuity
Florida
$626K -$6.06K -75 -1%
FMWA
808
Forvis Mazars Wealth Advisors
Missouri
$625K -$13.3K -164 -2%
NAM
809
NTV Asset Management
West Virginia
$624K -$646 -8 -0.1%
BCMLT
810
Beacon Capital Management LLC (Tennessee)
Tennessee
$620K +$3.96K +49 +0.7%
GFP
811
Gryphon Financial Partners
Ohio
$620K -$118K -1,457 -18%
PAA
812
Peregrine Asset Advisers
Oregon
$619K – – –
PFBT
813
Parkside Financial Bank & Trust
Missouri
$619K -$29.7K -368 -5%
LI
814
LMCG Investments
Massachusetts
$619K -$15.9K -197 -3%
AWM
815
Angeles Wealth Management
California
$615K +$163K +2,016 +44%
MGIA
816
Moneta Group Investment Advisors
Missouri
$615K +$74.6K +923 +16%
FRM
817
Fox Run Management
Connecticut
$614K -$278K -3,439 -34%
BWM
818
BigSur Wealth Management
Florida
$612K – – –
AP
819
Anchyra Partners
Georgia
$612K +$75.7K +937 +17%
CI
820
Conning Inc
Connecticut
$611K -$118K -1,466 -18%
CH
821
Cromwell Holdings
Wyoming
$609K – – –
DCM
822
Dorato Capital Management
Colorado
$608K – – –
BWAM
823
Boyd Watterson Asset Management
Ohio
$607K -$162K -2,000 -23%
FDCDDQ
824
Federation des caisses Desjardins du Quebec
Quebec, Canada
$605K -$46.4K -574 -8%
NA
825
Nautilus Advisors
California
$605K -$12.8K -158 -2%
31 32
33
34 35