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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
1001
Indie Asset Partners
Indiana
$378K – – –
PHS
1002
Pekin Hardy Strauss
Illinois
$378K +$81 +1 +0%
FCBT
1003
First Citizens Bank & Trust
North Carolina
$378K -$116K -1,432 -26%
IAIM
1004
International Assets Investment Management
Florida
$377K -$43.3K -536 -12%
KCFA
1005
Key Client Fiduciary Advisors
New Jersey
$374K -$31.7K -392 -9%
CFG
1006
Cooper Financial Group
California
$373K -$4.2K -52 -1%
AWP
1007
Accretive Wealth Partners
New Jersey
$372K – – –
CA
1008
Callahan Advisors
Texas
$372K +$323K +3,995 New
AIM
1009
Avity Investment Management
Connecticut
$371K – – –
ETS
1010
ESL Trust Services
New York
$371K – – –
KMWM
1011
Keudell/Morrison Wealth Management
Oregon
$370K +$32.2K +398 +11%
SIC
1012
Salem Investment Counselors
North Carolina
$370K +$322K +3,982 New
LW
1013
Linscomb Wealth
Texas
$368K +$82.3K +1,019 +35%
FB
1014
Fulton Bank
Pennsylvania
$367K +$56.2K +695 +21%
PWP
1015
Phillips Wealth Planners
Mississippi
$367K +$68.2K +844 +24%
KA
1016
Klingman & Associates
New York
$366K +$14.1K +174 +5%
VI
1017
VectorGlobal IAG
Florida
$366K +$318K +3,933 New
AW
1018
Alchemi Wealth
Connecticut
$365K +$485 +6 +0.2%
FWP
1019
Flatrock Wealth Partners
California
$365K -$18.2K -225 -5%
JCM
1020
Jacobi Capital Management
Pennsylvania
$364K -$5.82K -72 -2%
CIA
1021
Cape Investment Advisory
Georgia
$362K +$258K +3,187 +450%
GSEP
1022
Golden State Equity Partners
California
$362K +$48.5K +600 +18%
AGC
1023
Aspen Grove Capital
Colorado
$361K +$93.4K +1,156 +42%
AAP
1024
Arax Advisory Partners
Colorado
$361K -$1.97M -24,323 -86%
PS
1025
Planned Solutions
California
$361K – – –
39 40
41
42 43