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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
901
Quotient Wealth Partners
Texas
$481K -$205K -2,538 -33%
BCP
902
Berkeley Capital Partners
Georgia
$481K -$20.8K -257 -5%
PP
903
Patten & Patten
Tennessee
$480K – – –
KIA
904
KCM Investment Advisors
California
$477K – – –
NFG
905
Nations Financial Group
Iowa
$476K -$17.5K -216 -4%
EW
906
Element Wealth
Mississippi
$476K -$10.4K -129 -2%
BCM
907
Banyan Capital Management
Georgia
$474K – – –
CA
908
Cullinan Associates
Kentucky
$474K – – –
WI
909
Westbourne Investments
Virginia
$474K +$412K +5,100 New
LCM
910
Lunt Capital Management
Utah
$474K – – –
RFA
911
Resurgent Financial Advisors
Georgia
$465K +$3.8K +47 +0.9%
BF
912
Brucke Financial
Indiana
$465K -$546K -6,753 -57%
HJGA
913
Hardman Johnston Global Advisors
Connecticut
$465K – – –
VM
914
VPR Management
Texas
$465K – – –
OFG
915
Oxford Financial Group
Indiana
$465K +$404K +4,997 New
AIA
916
AIMZ Investment Advisors
California
$463K – – –
SAIG
917
Semper Augustus Investments Group
Colorado
$462K – – –
IA
918
Integrity Alliance
Iowa
$462K +$49.1K +608 +14%
PCMK
919
Paragon Capital Management (Kansas)
Kansas
$459K +$18.3K +226 +5%
TT
920
TI-Trust
Illinois
$458K – – –
SA
921
Sonoma Allocations
California
$456K -$89K -1,101 -18%
PGF
922
Plan Group Financial
Oklahoma
$456K +$162 +2 +0%
VWM
923
Venturi Wealth Management
Texas
$456K +$39.2K +485 +11%
I2I
924
Insight 2811 Inc
Illinois
$456K – – –
TPCM
925
Templeton & Phillips Capital Management
Tennessee
$456K +$396K +4,900 New
35 36
37
38 39