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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
876
Essex Savings Bank
Connecticut
$442K -$1.29K -15 -0.3%
BFA
877
Beaumont Financial Advisors
Massachusetts
$442K +$23.3K +270 +5%
DWM
878
Dopkins Wealth Management
New York
$442K +$492K +5,696 New
SW
879
Simplicity Wealth
New Jersey
$441K -$302K -3,498 -38%
EFS
880
Essex Financial Services
Connecticut
$440K +$37.5K +435 +8%
MA
881
MONECO Advisors
Connecticut
$439K +$76.7K +889 +19%
CBOR
882
Community Bank of Raymore
Missouri
$438K – – –
WHC
883
Wulff, Hansen & Co
California
$435K – – –
BFA
884
Bill Few Associates
Pennsylvania
$434K +$3.71K +43 +0.8%
FCH
885
Freestone Capital Holdings
Washington
$432K +$21K +243 +5%
CIAS
886
CFS Investment Advisory Services
New Jersey
$431K – – –
VIP
887
Vista Investment Partners
Oklahoma
$429K +$8.29K +96 +2%
GFP
888
Gryphon Financial Partners
Ohio
$429K -$97.8K -1,133 -17%
CAG
889
Csenge Advisory Group
Florida
$427K +$80.9K +937 +21%
RSWM
890
Robertson Stephens Wealth Management
California
$425K -$5.96K -69 -1%
MJP
891
Michael J. Puzo
$423K – – –
ZBNA
892
Zions Bancorporation, National Association
Utah
$421K -$226K -2,619 -33%
BCP
893
Berkeley Capital Partners
Georgia
$419K +$19.9K +231 +4%
BF
894
Brucke Financial
Indiana
$419K +$34.9K +404 +8%
EMAM
895
Encompass More Asset Management
California
$416K -$5.44K -63 -1%
CIAS
896
Capital Investment Advisory Services
North Carolina
$416K -$14.2K -165 -3%
KLCM
897
KG&L Capital Management
Louisiana
$415K +$221K +2,558 +92%
PP
898
PFS Partners
New Jersey
$414K +$4.32K +50 +0.9%
NIM
899
Northeast Investment Management
Massachusetts
$411K +$6.47K +75 +1%
FB
900
Fulton Bank
Pennsylvania
$411K +$116K +1,349 +34%
34 35
36
37 38