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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Berkshire Asset Management
Pennsylvania
$259K -$145K -2,214 -36%
BA
1002
Ballew Advisors
Mississippi
$259K -$12.8K -195 -5%
GWP
1003
Gateway Wealth Partners
Wisconsin
$258K -$16.3K -248 -6%
GI
1004
GAMMA Investing
California
$257K -$62.5K -954 -19%
KA
1005
Kozak & Associates
Colorado
$257K +$4.65K +71 +2%
TP
1006
Tranquility Partners
Tennessee
$256K – – –
AA
1007
Argent Advisors
Louisiana
$254K – – –
ST
1008
Sabal Trust
Florida
$254K -$16.2K -247 -6%
AIM
1009
Avity Investment Management
Connecticut
$253K – – –
PWP
1010
Phillips Wealth Planners
Mississippi
$252K +$2.88K +44 +1%
CBA
1011
Coastal Bridge Advisors
Connecticut
$252K +$524 +8 +0.2%
FFA
1012
First Foundation Advisors
California
$251K -$133K -2,026 -34%
MIM
1013
Marco Investment Management
Georgia
$251K +$26.2K +400 +11%
DAS
1014
Diversify Advisory Services
Utah
$251K -$26.5K -405 -9%
LI
1015
Lafayette Investments
Maryland
$251K -$29.6K -452 -10%
MBT
1016
Montecito Bank & Trust
California
$250K +$59K +900 +29%
SEIA
1017
Signature Estate & Investment Advisors
California
$250K +$8.45K +129 +3%
FIA
1018
Foundations Investment Advisors
Arizona
$250K -$10.1K -154 -4%
ETS
1019
ESL Trust Services
New York
$250K +$261K +3,984 New
UPS
1020
UHLMANN PRICE SECURITIES
Illinois
$249K +$459 +7 +0.2%
TPM
1021
Triasima Portfolio Management
Quebec, Canada
$249K +$260K +3,975 New
LCGC
1022
Legacy Capital Group California
California
$247K -$197 -3 -0.1%
MBTD
1023
Mechanics Bank - Trust Department
California
$247K – – –
CWS
1024
Confluence Wealth Services
Pennsylvania
$247K -$9.18K -140 -4%
BFA
1025
Beacon Financial Advisory
Ohio
$246K +$2.36K +36 +0.9%
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