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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SteelPeak Wealth
California
$463K -$28.4K -397 -6%
AGC
827
Aspen Grove Capital
Colorado
$463K +$7.58K +106 +2%
ANTB
828
AMG National Trust Bank
Colorado
$462K +$458K +6,402 New
FWIA
829
Fort Washington Investment Advisors
Ohio
$457K -$18.5M -258,166 -98%
CC
830
Callan Capital
California
$457K +$174K +2,436 +63%
MWM
831
Mattern Wealth Management
Kansas
$452K +$6.22K +87 +1%
EWA
832
EverSource Wealth Advisors
Alabama
$452K -$9.22K -129 -2%
FTC
833
Farmers Trust Company
Ohio
$448K – – –
SIMG
834
Sonora Investment Management Group
Arizona
$448K – – –
PA
835
Probity Advisors
Texas
$446K -$13.4K -187 -3%
PP
836
Patten & Patten
Tennessee
$446K -$9.72K -136 -2%
SN
837
Sittner & Nelson
Oregon
$446K +$143 +2 +0%
MFG
838
Merit Financial Group
Georgia
$446K +$87.8K +1,228 +25%
BAM
839
Berkshire Asset Management
Pennsylvania
$446K +$32.2K +450 +8%
TAM
840
Tucker Asset Management
Colorado
$445K +$8.58K +120 +2%
BCMLT
841
Beacon Capital Management LLC (Tennessee)
Tennessee
$444K – – –
ACM
842
Advisors Capital Management
New Jersey
$442K +$11.2K +156 +3%
RMDI
843
R.M. Davis Inc
Maine
$442K +$118K +1,652 +37%
TW
844
Transform Wealth
Colorado
$440K -$22K -308 -5%
AOWM
845
Alpha Omega Wealth Management
Virginia
$440K – – –
AWS
846
Arkfeld Wealth Strategies
Nebraska
$440K +$2.65K +37 +0.6%
LKIM
847
Lawson Kroeker Investment Management
Nebraska
$440K +$107K +1,500 +33%
IWM
848
IHT Wealth Management
Illinois
$437K -$3.22K -45 -0.7%
HA
849
Hamel Associates
New Jersey
$437K – – –
BCP
850
Berkeley Capital Partners
Georgia
$436K -$28.6K -400 -6%
32 33
34
35 36