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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1001
Northside Capital Management
Oregon
$287K – – –
AWP
1002
Accretive Wealth Partners
New Jersey
$286K – – –
CIC
1003
Chilton Investment Company
Connecticut
$286K +$288K +4,000 New
UPS
1004
UHLMANN PRICE SECURITIES
Illinois
$286K +$432 +6 +0.2%
SF
1005
Symphony Financial
Texas
$286K -$112K -1,557 -28%
AIM
1006
Avity Investment Management
Connecticut
$285K – – –
BCP
1007
Blue Chip Partners
Michigan
$284K +$936 +13 +0.3%
FFS
1008
Founders Financial Securities
Maryland
$283K +$22.4K +311 +9%
CMMS
1009
Comprehensive Money Management Services
Florida
$283K – – –
PAM
1010
Palisade Asset Management
Minnesota
$283K +$2.16K +30 +0.8%
CSPIA
1011
Cary Street Partners Investment Advisory
Virginia
$282K +$62.4K +867 +28%
WG
1012
Welch Group
Alabama
$281K +$4.61K +64 +2%
WPW
1013
Waldron Private Wealth
Pennsylvania
$280K – – –
CCFCSB
1014
Cape Cod Five Cents Savings Bank
Massachusetts
$279K – – –
GP
1015
Greenline Partners
New York
$275K +$22.5K +312 +9%
PS
1016
Planned Solutions
California
$275K +$277K +3,840 New
SP
1017
Successful Portfolios
Florida
$272K +$13K +180 +5%
SPWG
1018
Syntegra Private Wealth Group
Missouri
$272K +$15.7K +218 +6%
SC
1019
Saturna Capital
Washington
$272K – – –
KA
1020
Kozak & Associates
Colorado
$271K -$1.22K -17 -0.5%
CPIG
1021
Chicago Partners Investment Group
Illinois
$271K +$20.2K +280 +8%
BBA
1022
Braun-Bostich & Associates
Pennsylvania
$270K -$13K -180 -5%
CCWM
1023
Cassaday & Co Wealth Management
Virginia
$269K +$8.21K +114 +3%
SWM
1024
Shepherd Wealth Management
Ohio
$269K – – –
CFG
1025
Cooper Financial Group
California
$268K -$7.42K -103 -3%
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