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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
951
Breakwater Capital Group
New Jersey
$360K +$11.2K +130 +3%
AOWM
952
Alpha Omega Wealth Management
Virginia
$360K -$8.63K -100 -2%
SQA
953
Simon Quick Advisors
New Jersey
$359K -$103K -1,191 -20%
GA
954
GFS Advisors
Texas
$359K +$61.3K +710 New
RA
955
RFG Advisory
Alabama
$358K +$18.2K +211 +5%
HFBOT
956
Home Federal Bank of Tennessee
Tennessee
$357K +$397K +4,600 New
ML
957
McAdam LLC
Pennsylvania
$356K -$20.5K -238 -5%
FCAS
958
First Command Advisory Services
Texas
$355K +$175K +2,031 +80%
TAM
959
Tucker Asset Management
Colorado
$354K -$11.1K -129 -3%
VIPI
960
Vista Investment Partners II
Indiana
$354K +$777 +9 +0.2%
PWP
961
Phillips Wealth Planners
Mississippi
$354K +$1.55K +18 +0.4%
RFA
962
Resurgent Financial Advisors
Georgia
$353K -$38.8K -450 -9%
CAM
963
Carret Asset Management
New York
$352K – – –
PAM
964
Parvin Asset Management
South Dakota
$349K – – –
SWM
965
Shepherd Wealth Management
Ohio
$348K – – –
CSPIA
966
Cary Street Partners Investment Advisory
Virginia
$347K +$19.3K +223 +5%
CWS
967
Cypress Wealth Services
California
$346K +$8.2K +95 +2%
FFC
968
First Financial Corp
Indiana
$345K – – –
SGA
969
Strategic Global Advisors
California
$344K -$1.14M -13,204 -75%
PCMK
970
Paragon Capital Management (Kansas)
Kansas
$344K -$43.2K -500 -10%
CLIP
971
Colter Lewis Investment Partners
Connecticut
$343K – – –
NP
972
Nilsine Partners
Colorado
$343K -$37.3K -432 -9%
CTC
973
Cetera Trust Company
Minnesota
$342K – – –
GC
974
Grange Capital
Oregon
$342K -$1.12K -13 -0.3%
JG
975
Jain Global
New York
$342K +$380K +4,406 New
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