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SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
901
Argent Trust Co
Tennessee
$335K -$62.3K -950 -15%
RSWM
902
Robertson Stephens Wealth Management
California
$334K +$262 +4 +0.1%
BFA
903
Beaumont Financial Advisors
Massachusetts
$331K +$2.49K +38 +0.7%
PCM
904
Parsons Capital Management
Rhode Island
$331K -$120K -1,838 -26%
DCA
905
DSG Capital Advisors
Minnesota
$331K +$346K +5,276 New
FRA
906
Frank Rimerman Advisors
California
$329K -$2.15M -32,732 -86%
PCMK
907
Paragon Capital Management (Kansas)
Kansas
$328K – – –
AC
908
Avestar Capital
New York
$327K +$31.8K +485 +10%
AIM
909
Anchor Investment Management
South Carolina
$326K -$26.2K -400 -7%
EWA
910
EverSource Wealth Advisors
Alabama
$325K -$13.6K -208 -4%
PA
911
Procyon Advisors
Connecticut
$323K +$5.57K +85 +2%
CIAS
912
Capital Investment Advisory Services
North Carolina
$323K -$30.4K -464 -8%
NRC
913
New Republic Capital
North Carolina
$323K -$65.6K -1,001 -16%
PAM
914
Parvin Asset Management
South Dakota
$321K +$336K +5,125 New
VIP
915
Vista Investment Partners
Oklahoma
$321K +$2.88K +44 +0.9%
SW
916
Simplicity Wealth
New Jersey
$320K +$125K +1,913 +60%
RC
917
Rahlfs Capital
Texas
$320K +$335K +5,110 New
CA
918
Cullinan Associates
Kentucky
$320K -$138K -2,100 -29%
LCM
919
Lunt Capital Management
Utah
$319K – – –
PP
920
PFS Partners
New Jersey
$317K +$3.47K +53 +1%
APG
921
Abacus Planning Group
South Carolina
$315K – – –
JIC
922
Joel Isaacson & Co
New York
$315K – – –
GSB
923
Greenfield Savings Bank
Massachusetts
$315K – – –
CCC
924
Chelsea Counsel Company
California
$314K – – –
HJGA
925
Hardman Johnston Global Advisors
Connecticut
$313K – – –
35 36
37
38 39