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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
901
Founders Capital Management (Connecticut)
Connecticut
$327K – – –
KP
902
Keel Point
Alabama
$325K +$55K +838 +20%
CCFCSB
903
Cape Cod Five Cents Savings Bank
Massachusetts
$322K -$634K -9,660 -66%
PP
904
PFS Partners
New Jersey
$321K +$295K +4,500 +1,190%
BJL
905
Brighton Jones LLC
Washington
$321K +$44K +670 +16%
LI
906
Lafayette Investments
Maryland
$319K -$8.2K -125 -3%
AB
907
Atlas Brown
Kentucky
$319K – – –
CAM
908
Concorde Asset Management
Michigan
$318K -$4.13K -63 -1%
AO
909
Advisor OS
Illinois
$318K +$24.9K +379 +9%
IAIM
910
International Assets Investment Management
Florida
$317K -$43.9K -669 -12%
GWP
911
Gateway Wealth Partners
Wisconsin
$317K +$51.4K +783 +19%
IWA
912
Icon Wealth Advisors
Texas
$316K +$315K +4,806 New
BAM
913
Brave Asset Management
New Jersey
$316K – – –
KCFA
914
Key Client Fiduciary Advisors
New Jersey
$315K -$17.5K -267 -5%
GS
915
Gagnon Securities
New York
$313K -$101K -1,539 -24%
WSTAM
916
Wilbanks Smith & Thomas Asset Management
Virginia
$310K -$18.1K -276 -6%
CLOS
917
Compagnie Lombard Odier SCmA
Switzerland
$310K +$8.6K +131 +3%
AWM
918
AllSquare Wealth Management
New York
$309K – – –
DJSG
919
D.J. St. Germain
Massachusetts
$308K +$274K +4,172 +821%
CC
920
Callan Capital
California
$308K +$101K +1,536 +49%
GIP
921
Granite Investment Partners
California
$306K – – –
HC
922
Hara Capital
Washington
$306K +$305K +4,655 New
ML
923
McAdam LLC
Pennsylvania
$306K – – –
CTC
924
Cetera Trust Company
Minnesota
$306K +$305K +4,650 New
TGAM
925
TBH Global Asset Management
Tennessee
$302K -$5.12K -78 -2%
35 36
37
38 39