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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
951
Triasima Portfolio Management
Quebec, Canada
$258K – – –
EWA
952
EverSource Wealth Advisors
Alabama
$257K +$88.9K +1,428 +56%
CT
953
Caldwell Trust
Florida
$256K – – –
HVIA
954
Hudson Valley Investment Advisors
New York
$256K -$147K -2,355 -37%
JGGDR
955
JGP Global Gestao de Recursos
Brazil
$256K +$247K +3,975 New
CBFP
956
Cedar Brook Financial Partners
Ohio
$255K +$246K +3,958 New
AA
957
Argent Advisors
Louisiana
$254K +$6.22K +100 +3%
ACA
958
Aptus Capital Advisors
Alabama
$254K +$30K +482 +14%
NAM
959
NorthCrest Asset Manangement
Minnesota
$254K -$2.55K -41 -1%
KIC
960
Keating Investment Counselors
Florida
$253K +$245K +3,935 New
EDRH
961
Edmond de Rothschild Holding
Switzerland
$253K – – –
PAM
962
Palisade Asset Management
Minnesota
$252K -$49.8K -800 -17%
SWA
963
Sax Wealth Advisors
New Jersey
$252K – – –
TTWM
964
TCV Trust & Wealth Management
Virginia
$251K +$243K +3,899 New
SSG
965
Summit Securities Group
New York
$251K -$257K -4,121 -51%
WQ
966
Wealth Quarterback
New Jersey
$251K +$1.56K +25 +0.6%
FCBT
967
First Citizens Bank & Trust
North Carolina
$251K +$7.1K +114 +3%
ESB
968
Essex Savings Bank
Connecticut
$249K -$32K -514 -12%
ACM
969
Advance Capital Management
Michigan
$248K – – –
MIM
970
Marco Investment Management
Georgia
$248K -$13.5K -217 -5%
AFG
971
Atomi Financial Group
New York
$247K +$239K +3,834 New
CF
972
Clarity Financial
Texas
$247K +$238K +3,831 New
EWM
973
Empirical Wealth Management
Washington
$245K +$3.73K +60 +2%
HIC
974
Holderness Investments Company
North Carolina
$245K – – –
TLP
975
Trinity Legacy Partners
Texas
$244K – – –
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39
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