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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
976
Davidson Trust Company
Washington
$294K -$26.8K -400 -9%
SWMP
977
Signature Wealth Management Partners
New Jersey
$293K – – –
JWCA
978
J.W. Coons Advisors
Ohio
$293K – – –
SWA
979
Sax Wealth Advisors
New Jersey
$293K -$13.7K -204 -5%
AWM
980
AllSquare Wealth Management
New York
$292K +$77.1K +1,150 +38%
TP
981
Tranquility Partners
Tennessee
$291K – – –
DA
982
Doliver Advisors
Texas
$291K – – –
FG
983
Foster Group
Iowa
$291K +$7.24K +108 +3%
LI
984
Lafayette Investments
Maryland
$289K +$6.9K +103 +3%
BCM
985
Brookstone Capital Management
Illinois
$287K +$21.9K +327 +9%
BA
986
Ballew Advisors
Mississippi
$287K +$268 +4 +0.1%
AWM
987
Angeles Wealth Management
California
$287K -$47.5K -709 -15%
IAP
988
Indie Asset Partners
Indiana
$286K -$20.2K -302 -7%
GF
989
Goodman Financial
Texas
$285K +$28.7K +428 +12%
FMP
990
Financial Management Professionals
Texas
$284K +$1.27K +19 +0.5%
OFS
991
OneAscent Financial Services
Alabama
$283K -$256K -3,823 -49%
NCM
992
Northside Capital Management
Oregon
$282K +$269K +4,010 New
AWP
993
Accretive Wealth Partners
New Jersey
$282K – – –
AIM
994
Avity Investment Management
Connecticut
$281K – – –
UPS
995
UHLMANN PRICE SECURITIES
Illinois
$281K +$402 +6 +0.2%
ETS
996
ESL Trust Services
New York
$281K – – –
JCM
997
Jacobi Capital Management
Pennsylvania
$280K -$122K -1,817 -31%
QIM
998
Quantitative Investment Management
Virginia
$280K +$267K +3,979 New
RA
999
Riversedge Advisors
Delaware
$280K -$49.3K -735 -16%
BCP
1000
Blue Chip Partners
Michigan
$279K +$2.15K +32 +0.8%
38 39
40
41 42