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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1051
Successful Portfolios
Florida
$269K – – –
CPW
1052
Cove Private Wealth
New York
$269K – – –
HWA
1053
HCR Wealth Advisors
California
$268K – – –
SL
1054
Sentry LLC
Tennessee
$268K – – –
BBA
1055
Braun-Bostich & Associates
Pennsylvania
$267K -$10.1K -137 -4%
BIM
1056
Baldwin Investment Management
Pennsylvania
$267K -$224K -3,043 -46%
SAM
1057
Smithbridge Asset Management
Pennsylvania
$267K +$267K +3,628 New
CFS
1058
CRA Financial Services
New Jersey
$265K – – –
TFP
1059
Triune Financial Partners
Kansas
$264K +$2.5K +34 +1%
PCM
1060
Parsons Capital Management
Rhode Island
$263K -$3.68K -50 -1%
KMWM
1061
Keudell/Morrison Wealth Management
Oregon
$263K +$264K +3,584 New
SMA
1062
Seven Mile Advisory
New Jersey
$263K -$145K -1,966 -35%
FIA
1063
Foundations Investment Advisors
Arizona
$262K -$171K -2,315 -39%
TWP
1064
Tyche Wealth Partners
Texas
$262K – – –
AC
1065
Apella Capital
Connecticut
$260K +$45.1K +612 +21%
WAM
1066
Weinberger Asset Management
California
$259K – – –
BBA
1067
BLB&B Advisors
Pennsylvania
$259K +$12.6K +171 +5%
BFG
1068
Berger Financial Group
Minnesota
$259K +$74 +1 +0%
NSAM
1069
North Star Asset Management
Wisconsin
$258K +$15.8K +214 +6%
SF
1070
Symphony Financial
Texas
$258K -$36.1K -490 -12%
CGA
1071
Crescent Grove Advisors
Illinois
$258K -$48.6K -660 -16%
AIS
1072
Advocate Investing Services
Maryland
$257K +$258K +3,500 New
FCMC
1073
Founders Capital Management (Connecticut)
Connecticut
$257K – – –
SP
1074
SmartHarvest Portfolios
Washington
$256K +$256K +3,482 New
NAS
1075
Nicolet Advisory Services
Wisconsin
$256K +$7.66K +104 +3%
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