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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
826
Essex Savings Bank
Connecticut
$471K +$295 +4 +0.1%
AA
827
Ancora Advisors
Ohio
$471K +$38.7K +526 +9%
BHBT
828
Burke & Herbert Bank & Trust
Virginia
$470K -$35.9K -488 -7%
BMC
829
Beaton Management Company
Massachusetts
$470K -$4.42K -60 -0.9%
AWAU
830
Alliance Wealth Advisors (Utah)
Utah
$465K -$179K -2,425 -28%
FMTC
831
Farmers & Merchants Trust Company
California
$465K -$57.9K -786 -11%
RPC
832
Rossmore Private Capital
Connecticut
$464K -$11K -150 -2%
GFA
833
Gallagher Fiduciary Advisors
Illinois
$462K -$11.3K -154 -2%
XWL
834
XXI Wealth LLC
Illinois
$462K +$463K +6,283 New
MDA
835
Minot DeBlois Advisors
Massachusetts
$460K -$663 -9 -0.1%
MWM
836
Modera Wealth Management
New Jersey
$458K +$23.9K +325 +6%
ANTB
837
AMG National Trust Bank
Colorado
$457K +$98K +1,330 +27%
HR
838
Hardy Reed
Mississippi
$454K +$54.4K +739 +14%
SA
839
Sonoma Allocations
California
$454K +$85.2K +1,157 +24%
MGWM
840
Marks Group Wealth Management
Minnesota
$453K -$16K -217 -3%
RBC
841
Romano Brothers & Co
Illinois
$452K – – –
SN
842
Sittner & Nelson
Oregon
$451K +$147 +2 +0%
LCWP
843
Legacy Capital Wealth Partners
Arkansas
$451K +$27.9K +379 +7%
AWS
844
Arkfeld Wealth Strategies
Nebraska
$451K +$3.02K +41 +0.7%
JRPIM
845
Journey Retirement Planning & Investment Management
Idaho
$450K +$451K +6,120 New
RIL
846
Rothschild Investment LLC
Illinois
$449K +$3.61K +49 +0.8%
RIG
847
RiverFront Investment Group
Virginia
$449K +$6.92K +94 +2%
AWM
848
Axxcess Wealth Management
California
$448K -$368 -5 -0.1%
GC
849
Guggenheim Capital
Illinois
$448K -$62K -841 -12%
SGI
850
Summit Global Investments
Utah
$447K +$448K +6,077 New
32 33
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35 36