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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
926
Transamerica Financial Advisors
Florida
$349K +$352K +4,885 New
GSB
927
Greenfield Savings Bank
Massachusetts
$349K -$5.62K -78 -2%
EGA
928
E&G Advisors
Texas
$348K +$4.32K +60 +1%
AB
929
Atlas Brown
Kentucky
$346K – – –
NSIM
930
North Star Investment Management
Illinois
$344K -$2.02K -28 -0.6%
BAM
931
Brave Asset Management
New Jersey
$343K – – –
SA
932
Sonoma Allocations
California
$343K +$346K +4,803 New
EFS
933
Essex Financial Services
Connecticut
$342K +$12.2K +169 +4%
CAL
934
Capital Analysts LLC
Pennsylvania
$342K – – –
BWM
935
Baron Wealth Management
Michigan
$340K -$2.95K -41 -0.9%
CP
936
Canopy Partners
Ohio
$340K +$16.8K +234 +5%
AOWM
937
Alpha Omega Wealth Management
Virginia
$339K -$21.6K -300 -6%
DJSG
938
D.J. St. Germain
Massachusetts
$339K +$15.2K +211 +5%
BCG
939
Breakwater Capital Group
New Jersey
$339K -$7.27K -101 -2%
BAM
940
Broyhill Asset Management
North Carolina
$339K – – –
ML
941
McAdam LLC
Pennsylvania
$338K +$216 +3 +0.1%
AA
942
Argent Advisors
Louisiana
$337K +$10.8K +150 +3%
FVWA
943
Foster Victor Wealth Advisors
South Carolina
$337K +$331K +4,599 New
PAM
944
Parvin Asset Management
South Dakota
$336K +$5.4K +75 +2%
CA
945
Cache Advisors
California
$335K +$99.7K +1,385 +42%
PCMK
946
Paragon Capital Management (Kansas)
Kansas
$335K – – –
MGIA
947
Moneta Group Investment Advisors
Missouri
$334K +$11.6K +161 +4%
IAIM
948
International Assets Investment Management
Florida
$334K – – –
SW
949
SVB Wealth
Massachusetts
$331K -$119K -1,650 -26%
ACM
950
Advisors Capital Management
New Jersey
$329K -$24.3K -338 -7%
36 37
38
39 40