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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
1001
Knights of Columbus Asset Advisors
Connecticut
$325K -$195K -2,264 -35%
WAM
1002
Weinberger Asset Management
California
$324K – – –
HC
1003
Hara Capital
Washington
$323K – – –
SWMP
1004
Signature Wealth Management Partners
New Jersey
$323K – – –
CHAM
1005
Clear Harbor Asset Management
Connecticut
$322K -$3.11K -36 -0.9%
MIM
1006
Marco Investment Management
Georgia
$320K +$21.7K +251 +6%
SAA
1007
Southeast Asset Advisors
Georgia
$319K – – –
CW
1008
CreativeOne Wealth
Kansas
$318K +$80.5K +933 +29%
LI
1009
Lafayette Investments
Maryland
$318K – – –
PHS
1010
Pekin Hardy Strauss
Illinois
$316K +$345 +4 +0.1%
WG
1011
Welch Group
Alabama
$315K -$4.06K -47 -1%
TAM
1012
Titleist Asset Management
Texas
$315K -$29.3K -339 -8%
PS
1013
Planned Solutions
California
$315K +$14.9K +173 +4%
HI
1014
Horizon Investments
North Carolina
$314K -$332K -3,842 -49%
PMAM
1015
Picton Mahoney Asset Management
Ontario, Canada
$314K -$304K -3,525 -30%
KCFA
1016
Key Client Fiduciary Advisors
New Jersey
$313K +$1.04K +12 +0.3%
SP
1017
Successful Portfolios
Florida
$312K – – –
AWP
1018
Accretive Wealth Partners
New Jersey
$310K – – –
HWA
1019
Heritage Wealth Advisors
Virginia
$310K +$345K +3,997 New
SSC
1020
Syverson Strege & Co
Iowa
$310K -$12.8K -148 -4%
AIM
1021
Avity Investment Management
Connecticut
$309K – – –
ETS
1022
ESL Trust Services
New York
$309K – – –
SIC
1023
Salem Investment Counselors
North Carolina
$309K -$259 -3 -0.1%
AP
1024
Advisortrust Partners
North Carolina
$308K +$18.1K +210 +6%
FWP
1025
Flatrock Wealth Partners
California
$306K +$1.29K +15 +0.4%
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