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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1101
Compagnie Lombard Odier SCmA
Switzerland
$264K – – –
UCB
1102
United Community Bank
South Carolina
$264K +$31.5K +365 +12%
BAM
1103
Berkshire Asset Management
Pennsylvania
$262K +$5.35K +62 +2%
ACA
1104
Atlas Capital Advisors
Wyoming
$262K – – –
RIA
1105
Retirement Investment Advisors
Oklahoma
$262K – – –
PCM
1106
Park Capital Management
Wisconsin
$261K -$15.9K -184 -5%
BBA
1107
Braun-Bostich & Associates
Pennsylvania
$261K +$2.42K +28 +0.8%
NWWA
1108
New Wave Wealth Advisors
Arkansas
$261K +$83.3K +965 +40%
4WM
1109
44 Wealth Management
Oregon
$260K +$42.8K +496 +17%
SI
1110
Seeds Investor
New York
$260K -$13.7K -159 -5%
PAM
1111
Palisade Asset Management
Minnesota
$260K – – –
BBA
1112
BLB&B Advisors
Pennsylvania
$260K – – –
JPWM
1113
Jamison Private Wealth Management
Georgia
$259K -$9.58K -111 -3%
BIM
1114
Baldwin Investment Management
Pennsylvania
$259K -$24.7K -286 -8%
TIM
1115
Tevis Investment Management
Texas
$258K – – –
PL
1116
Plancorp LLC
Missouri
$258K -$375K -4,342 -59%
FTA
1117
Financial & Tax Architects
Missouri
$257K – – –
HFS
1118
Howard Financial Services
Texas
$257K +$286K +3,316 New
CCA
1119
Corps Capital Advisors
Texas
$257K – – –
KWA
1120
Kingswood Wealth Advisors
California
$257K +$19.9K +231 +7%
ZIM
1121
Zacks Investment Management
Illinois
$257K -$123K -1,424 -30%
PSP
1122
Principal Street Partners
Tennessee
$257K – – –
ACP
1123
Aviance Capital Partners
Florida
$257K +$286K +3,308 New
RP
1124
Riverbridge Partners
Minnesota
$254K – – –
SIG
1125
Sargent Investment Group
Maryland
$254K +$6.65K +77 +2%
43 44
45
46 47