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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1001
Trek Financial
Arizona
$279K +$265K +3,960 New
CCFCSB
1002
Cape Cod Five Cents Savings Bank
Massachusetts
$279K – – –
CMMS
1003
Comprehensive Money Management Services
Florida
$279K -$14.6K -218 -5%
BBA
1004
Braun-Bostich & Associates
Pennsylvania
$278K -$2.81K -42 -1%
PAM
1005
Palisade Asset Management
Minnesota
$276K – – –
WPW
1006
Waldron Private Wealth
Pennsylvania
$276K – – –
NRC
1007
New Republic Capital
North Carolina
$276K -$36K -537 -12%
MSAM
1008
Moloney Securities Asset Management
Missouri
$275K +$3.35K +50 +1%
NGA
1009
Naples Global Advisors
Florida
$275K -$15.8K -235 -6%
WG
1010
Welch Group
Alabama
$272K +$30.8K +459 +13%
PCM
1011
Park Capital Management
Wisconsin
$272K -$38K -567 -13%
AAP
1012
Arax Advisory Partners
Colorado
$272K +$42.9K +640 +25%
CFG
1013
Cooper Financial Group
California
$271K +$12.7K +190 +5%
SC
1014
Sepio Capital
Utah
$268K -$12.3K -183 -5%
SC
1015
Saturna Capital
Washington
$268K – – –
EHWM
1016
Eads & Heald Wealth Management
Georgia
$267K -$7.04K -105 -3%
BFG
1017
Berger Financial Group
Minnesota
$266K +$201 +3 +0.1%
IAMOG
1018
Investors Asset Management of Georgia
Georgia
$266K – – –
MOS
1019
MGO One Seven
Ohio
$265K +$24.9K +372 +11%
SG
1020
StoneX Group
New York
$264K -$25.2K -376 -9%
WDC
1021
Woodward Diversified Capital
California
$264K +$44.8K +669 +22%
CD
1022
Chapin Davis
Maryland
$262K +$201 +3 +0.1%
WWWM
1023
White Wing Wealth Management
Texas
$260K +$247K +3,692 New
KA
1024
Kozak & Associates
Colorado
$259K +$67 +1 +0%
SWM
1025
Shepherd Wealth Management
Ohio
$259K +$241K +3,600 New
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