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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SDJVC
901
St. Denis J. Villere & Co
Louisiana
$335K -$64.1K -1,000 -17%
HJGA
902
Hardman Johnston Global Advisors
Connecticut
$335K – – –
RC
903
RBF Capital
California
$335K – – –
VIP
904
Vista Investment Partners
Oklahoma
$335K – – –
SAIG
905
Semper Augustus Investments Group
Colorado
$333K – – –
GRP
906
Global Retirement Partners
California
$331K +$90K +1,404 +40%
PP
907
PFS Partners
New Jersey
$330K +$2.95K +46 +0.9%
TT
908
TI-Trust
Illinois
$330K +$52.3K +816 +20%
NGA
909
Naples Global Advisors
Florida
$330K -$54.1K -845 -15%
MCM
910
Mengis Capital Management
Oregon
$329K +$315K +4,910 New
FCMC
911
Founders Capital Management (Connecticut)
Connecticut
$326K -$6.41K -100 -2%
SC
912
Saturna Capital
Washington
$325K -$253K -3,950 -45%
AB
913
Atlas Brown
Kentucky
$325K – – –
RCA
914
Resonant Capital Advisors
Wisconsin
$324K +$47.4K +739 +18%
KMWM
915
Keudell/Morrison Wealth Management
Oregon
$324K +$48.3K +754 +18%
EGA
916
E&G Advisors
Texas
$324K -$25.6K -400 -8%
CAM
917
Concorde Asset Management
Michigan
$324K -$705 -11 -0.2%
JIC
918
Joel Isaacson & Co
New York
$323K +$86.2K +1,345 +39%
RDWM
919
Red Door Wealth Management
Tennessee
$322K +$35.9K +561 +13%
KCFA
920
Key Client Fiduciary Advisors
New Jersey
$322K +$1.09K +17 +0.4%
BAM
921
Brave Asset Management
New Jersey
$322K – – –
LF
922
Lantz Financial
Illinois
$321K +$29K +453 +10%
KP
923
Keel Point
Alabama
$321K -$10.1K -157 -3%
CAI
924
Capital Advisors Inc
Oklahoma
$320K +$11.5K +180 +4%
ACA
925
Atlas Capital Advisors
Wyoming
$318K -$48.8K -761 -14%
35 36
37
38 39