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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
851
Jacobi Capital Management
Pennsylvania
$425K -$41.8K -620 -10%
SW
852
SteelPeak Wealth
California
$424K -$6.53K -97 -2%
MWM
853
Modera Wealth Management
New Jersey
$423K -$5.59K -83 -1%
GI
854
GAMMA Investing
California
$423K +$112K +1,662 +40%
SL
855
Sentry LLC
Tennessee
$422K – – –
LFG
856
Larson Financial Group
Missouri
$419K -$337 -5 -0.1%
PSP
857
Principal Street Partners
Tennessee
$419K – – –
SXL
858
Summit X LLC
Missouri
$416K +$5.39K +80 +1%
CBOR
859
Community Bank of Raymore
Missouri
$414K – – –
AUB
860
Atlantic Union Bankshares
Virginia
$413K – – –
EC
861
EntryPoint Capital
New York
$412K +$379K +5,627 New
SIM
862
Seaview Investment Managers
Florida
$412K -$28.8K -428 -7%
BIM
863
Bridges Investment Management
Nebraska
$411K +$6.4K +95 +2%
CIAS
864
Capital Investment Advisory Services
North Carolina
$411K +$30.4K +451 +9%
MGIA
865
Matthew Goff Investment Advisor
Texas
$411K +$6.6K +98 +2%
RDWM
866
Red Door Wealth Management
Tennessee
$410K +$52.3K +776 +16%
GAM
867
Gotham Asset Management
New York
$410K +$377K +5,593 New
LNB
868
Ledyard National Bank
$409K -$75.4K -1,119 -17%
FDCDDQ
869
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K +$13K +193 +4%
CLOS
870
Compagnie Lombard Odier SCmA
Switzerland
$405K -$94.6K -1,405 -20%
SWM
871
Silverlake Wealth Management
Vermont
$404K – – –
EWA
872
EverSource Wealth Advisors
Alabama
$404K +$22.1K +328 +6%
CWM
873
Cordatus Wealth Management
Pennsylvania
$401K +$6.47K +96 +2%
4WM
874
49 Wealth Management
Texas
$400K +$368K +5,457 New
FWIA
875
Fort Washington Investment Advisors
Ohio
$399K – – –
33 34
35
36 37