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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
901
Banyan Capital Management
Georgia
$365K +$367K +5,100 New
LCM
902
Lunt Capital Management
Utah
$365K – – –
WSC
903
Wellington Shields & Co
New York
$363K – – –
IWA
904
Icon Wealth Advisors
Texas
$363K +$1.58K +22 +0.4%
LFG
905
Larson Financial Group
Missouri
$361K -$59K -819 -14%
LKIM
906
Lawson Kroeker Investment Management
Nebraska
$360K -$17.3K -240 -5%
LF
907
Lantz Financial
Illinois
$360K +$5.83K +81 +2%
JFGIW
908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K +$334K +4,644 +1,209%
CCC
909
Chelsea Counsel Company
California
$359K – – –
FCH
910
Freestone Capital Holdings
Washington
$358K +$361K +5,009 New
RSWM
911
Robertson Stephens Wealth Management
California
$358K +$5.11K +71 +1%
CI
912
Corient IA
Florida
$358K – – –
HJGA
913
Hardman Johnston Global Advisors
Connecticut
$358K – – –
SDJVC
914
St. Denis J. Villere & Co
Louisiana
$358K – – –
VM
915
VPR Management
Texas
$358K – – –
RDWM
916
Red Door Wealth Management
Tennessee
$357K -$18.4K -256 -5%
TAM
917
Titleist Asset Management
Texas
$357K -$16.2K -225 -4%
FWIA
918
Fort Washington Investment Advisors
Ohio
$356K -$28.8K -400 -7%
SAIG
919
Semper Augustus Investments Group
Colorado
$355K – – –
I2I
920
Insight 2811 Inc
Illinois
$354K – – –
TT
921
TI-Trust
Illinois
$354K +$2.16K +30 +0.6%
PGF
922
Plan Group Financial
Oklahoma
$351K +$30.5K +423 +9%
AIM
923
Anchor Investment Management
South Carolina
$350K – – –
ANTB
924
AMG National Trust Bank
Colorado
$350K +$11.4K +158 +3%
LNB
925
Ledyard National Bank
$350K -$216 -3 -0.1%
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