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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
851
Eagle Harbor Asset Management
Washington
$379K -$20.7K -316 -5%
SMA
852
Seven Mile Advisory
New Jersey
$378K +$60.1K +916 +19%
MWM
853
Modera Wealth Management
New Jersey
$377K +$48.3K +736 +15%
TPM
854
Triasima Portfolio Management
Quebec, Canada
$376K +$113K +1,715 +43%
BMCM
855
Bryn Mawr Capital Management
Pennsylvania
$375K -$157K -2,400 -30%
PAA
856
Peregrine Asset Advisers
Oregon
$375K -$919 -14 -0.2%
SPC
857
Sigma Planning Corp
Michigan
$371K -$869K -13,245 -70%
AUB
858
Atlantic Union Bankshares
Virginia
$371K – – –
LCS
859
Levin Capital Strategies
New York
$370K +$66 +1 +0%
LWM
860
Laidlaw Wealth Management
New York
$368K -$1.97K -30 -0.5%
CAG
861
Crestwood Advisors Group
Massachusetts
$366K +$2.17K +33 +0.6%
EB
862
Eastern Bank
Massachusetts
$365K +$364K +5,550 New
PFBT
863
Parkside Financial Bank & Trust
Missouri
$364K +$8.4K +128 +2%
BCP
864
Berkeley Capital Partners
Georgia
$363K -$2.49K -38 -0.7%
ESB
865
Essex Savings Bank
Connecticut
$363K +$108K +1,651 +43%
ACA
866
Atlas Capital Advisors
Wyoming
$362K +$76.5K +1,166 +27%
CWM
867
Congress Wealth Management
Massachusetts
$358K +$357K +5,444 New
OWA
868
Outlook Wealth Advisors
Texas
$358K -$2.43K -37 -0.7%
SWA
869
Stratos Wealth Advisors
Ohio
$358K -$23.5K -358 -6%
LCM
870
Lunt Capital Management
Utah
$357K – – –
BWM
871
BKM Wealth Management
Wisconsin
$356K +$355K +5,414 New
DTL
872
Dynamic Technology Lab
Singapore
$355K +$354K +5,394 New
PCM
873
Prelude Capital Management
New York
$355K +$354K +5,393 New
ACP
874
Aveo Capital Partners
Colorado
$354K +$58.8K +896 +20%
BCP
875
Blue Chip Partners
Michigan
$352K +$853 +13 +0.2%
33 34
35
36 37