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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
826
KCM Investment Advisors
California
$373K -$31.9K -512 -8%
MWM
827
Mattern Wealth Management
Kansas
$372K +$10.9K +175 +3%
PWLP
828
Prio Wealth Limited Partnership
Massachusetts
$372K – – –
BCMLT
829
Beacon Capital Management LLC (Tennessee)
Tennessee
$372K – – –
PAA
830
Peregrine Asset Advisers
Oregon
$368K +$355K +5,709 New
AUB
831
Atlantic Union Bankshares
Virginia
$363K -$5.04K -81 -1%
LWM
832
Laidlaw Wealth Management
New York
$362K -$84.6K -1,359 -19%
LCS
833
Levin Capital Strategies
New York
$362K +$24.9K +400 +8%
AWM
834
Aries Wealth Management
Maine
$359K -$1.99K -32 -0.6%
BCP
835
Berkeley Capital Partners
Georgia
$358K -$10.1K -162 -3%
IAIM
836
International Assets Investment Management
Florida
$357K +$5.85K +94 +2%
CAG
837
Crestwood Advisors Group
Massachusetts
$356K +$344K +5,530 New
BFA
838
Bill Few Associates
Pennsylvania
$354K +$46.7K +750 +16%
WP
839
WealthSource Partners
California
$353K -$42.7K -686 -11%
OWA
840
Outlook Wealth Advisors
Texas
$353K +$22.7K +365 +7%
IAMOG
841
Investors Asset Management of Georgia
Georgia
$350K -$622 -10 -0.2%
PMA
842
Prudent Man Advisors
Illinois
$349K -$12K -192 -3%
LCM
843
Lunt Capital Management
Utah
$349K – – –
OWP
844
Obermeyer Wealth Partners
Colorado
$348K – – –
PFBT
845
Parkside Financial Bank & Trust
Missouri
$348K +$5.66K +91 +2%
CM
846
Caption Management
Oklahoma
$348K +$336K +5,400 New
SG
847
StoneX Group
New York
$344K +$332K +5,339 New
BCP
848
Blue Chip Partners
Michigan
$343K +$747 +12 +0.2%
GSB
849
Greenfield Savings Bank
Massachusetts
$341K -$934 -15 -0.3%
CWS
850
Confluence Wealth Services
Pennsylvania
$340K +$29.3K +471 +10%
32 33
34
35 36