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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
876
Wulff, Hansen & Co
California
$522K – – –
RC
877
Rexford Capital
Texas
$522K -$6.38K -79 -1%
LSIA
878
LaSalle St. Investment Advisors
Illinois
$518K -$162 -2 -0%
BFA
879
Bill Few Associates
Pennsylvania
$517K +$2.26K +28 +0.5%
RSWM
880
Robertson Stephens Wealth Management
California
$516K +$26.5K +328 +6%
CIAS
881
Capital Investment Advisory Services
North Carolina
$514K -$37.3K -462 -8%
AO
882
Advisor OS
Illinois
$510K +$95.8K +1,185 +28%
OFS
883
OneAscent Financial Services
Alabama
$508K +$442K +5,464 New
MJP
884
Michael J. Puzo
$507K – – –
VIP
885
Vista Investment Partners
Oklahoma
$506K +$19.8K +245 +5%
BFA
886
Beaumont Financial Advisors
Massachusetts
$505K -$15.4K -190 -3%
EMAM
887
Encompass More Asset Management
California
$505K +$5.33K +66 +1%
CP
888
CenterBook Partners
Connecticut
$498K +$433K +5,354 New
LF
889
Lantz Financial
Illinois
$497K +$23.9K +296 +6%
FCH
890
Freestone Capital Holdings
Washington
$495K +$49.2K +609 +13%
FCA
891
FLC Capital Advisors
California
$494K -$12.3K -152 -3%
HCP
892
Hardin Capital Partners
South Carolina
$493K -$24.2K -300 -5%
PP
893
PFS Partners
New Jersey
$492K +$3.07K +38 +0.7%
DCA
894
DSG Capital Advisors
Minnesota
$491K – – –
GFA
895
Gallagher Fiduciary Advisors
Illinois
$490K -$82.2K -1,017 -16%
EFS
896
Essex Financial Services
Connecticut
$487K -$2.99K -37 -0.7%
NIM
897
Northeast Investment Management
Massachusetts
$486K -$10.1K -125 -2%
CIAS
898
CFS Investment Advisory Services
New Jersey
$485K +$485 +6 +0.1%
BIM
899
Bridges Investment Management
Nebraska
$483K -$26.3K -325 -6%
DTL
900
Dynamic Technology Lab
Singapore
$483K -$783K -9,690 -65%
34 35
36
37 38