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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
951
Goodman Financial
Texas
$219K – – –
DA
952
Doliver Advisors
Texas
$219K – – –
CHAM
953
Clear Harbor Asset Management
Connecticut
$218K +$217K +3,618 New
GLLW
954
Graves Light Lenhart Wealth
Virginia
$218K +$216K +3,604 New
HWA
955
HCR Wealth Advisors
California
$216K +$215K +3,585 New
DAM
956
Delta Asset Management
Tennessee
$216K – – –
RMDI
957
R.M. Davis Inc
Maine
$215K +$780 +13 +0.4%
KMWM
958
Keudell/Morrison Wealth Management
Oregon
$215K -$28.7K -479 -12%
SP
959
Successful Portfolios
Florida
$214K -$167K -2,783 -44%
TCM
960
Tufton Capital Management
Maryland
$214K – – –
RIA
961
Retirement Investment Advisors
Oklahoma
$214K -$21.5K -358 -9%
BWM
962
BigSur Wealth Management
Florida
$214K +$212K +3,536 New
FCP
963
Fidelis Capital Partners
Florida
$213K +$212K +3,533 New
HIP
964
HUB Investment Partners
Texas
$213K +$212K +3,532 New
MBTD
965
Mechanics Bank - Trust Department
California
$213K – – –
MA
966
MONECO Advisors
Connecticut
$213K -$720 -12 -0.3%
WAM
967
Weinberger Asset Management
California
$213K – – –
ADL
968
Asset Dedication LLC
California
$212K +$182K +3,030 +629%
CWP
969
CFM Wealth Partners
Texas
$211K – – –
JIC
970
Joel Isaacson & Co
New York
$210K +$208K +3,472 New
1WM
971
1900 Wealth Management
Texas
$209K +$208K +3,467 New
FSA
972
Financial Sense Advisors
California
$209K +$208K +3,467 New
ACA
973
Aptus Capital Advisors
Alabama
$209K +$208K +3,458 New
WG
974
Welch Group
Alabama
$208K -$5.88K -98 -3%
PA
975
PFG Advisors
Arizona
$208K +$207K +3,443 New
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