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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1026
Saturna Capital
Washington
$278K – – –
CCWM
1027
Cassaday & Co Wealth Management
Virginia
$277K +$14.9K +221 +6%
BFG
1028
Berger Financial Group
Minnesota
$277K +$202 +3 +0.1%
IAMOG
1029
Investors Asset Management of Georgia
Georgia
$277K -$47.2K -700 -16%
CCMG
1030
Clark Capital Management Group
Pennsylvania
$276K -$37.2M -552,473 -99%
DAS
1031
Diversify Advisory Services
Utah
$276K +$23.4K +347 +9%
HPC
1032
HM Payson & Co
Maine
$276K – – –
BCM
1033
Brookstone Capital Management
Illinois
$275K -$42.4K -630 -14%
CD
1034
Chapin Davis
Maryland
$273K +$404 +6 +0.2%
SP
1035
Successful Portfolios
Florida
$273K -$67 -1 -0%
MW
1036
Marcum Wealth
Ohio
$273K +$16.6K +247 +7%
BFG
1037
Birch Financial Group
New Hampshire
$271K +$249K +3,693 New
IIC
1038
Integrated Investment Consultants
Michigan
$270K -$1.07M -15,941 -81%
FCBT
1039
First Citizens Bank & Trust
North Carolina
$269K -$17.1K -254 -6%
TWP
1040
Tyche Wealth Partners
Texas
$269K – – –
CFG
1041
Cooper Financial Group
California
$268K +$7.34K +109 +3%
HWA
1042
HCR Wealth Advisors
California
$268K – – –
TCM
1043
Tufton Capital Management
Maryland
$267K +$6.33K +94 +3%
JPWM
1044
Jamison Private Wealth Management
Georgia
$266K +$674 +10 +0.3%
GF
1045
Goodman Financial
Texas
$266K – – –
FNT
1046
First National Trust
Pennsylvania
$266K +$244K +3,625 New
PHS
1047
Pekin Hardy Strauss
Illinois
$265K – – –
KA
1048
Klingman & Associates
New York
$264K +$12.5K +186 +5%
CFS
1049
CRA Financial Services
New Jersey
$264K – – –
KMWM
1050
Keudell/Morrison Wealth Management
Oregon
$263K -$741 -11 -0.3%
40 41
42
43 44