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Shell
SHEL

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
1226
Evelyn Partners Asset Management
$63.5K -$10.2K -152 -15%
LP
1227
LMR Partners
United Kingdom
$61.4K +$56.5K +838 New
SWA
1228
SOA Wealth Advisors
New York
$61.3K – – –
GKIM
1229
GW&K Investment Management
Massachusetts
$60K – – –
KFI
1230
Key Financial Inc
Pennsylvania
$58.8K -$11K -164 -17%
HBW
1231
Hazlett, Burt & Watson
West Virginia
$58K -$13.6K -202 -20%
WF
1232
Wayfinding Financial
Washington
$58K +$54K +801 New
FCMT
1233
Founders Capital Management (Texas)
Texas
$56.4K – – –
CA
1234
Continuum Advisory
Idaho
$56.2K +$29.5K +438 +133%
MSFP
1235
Mark Sheptoff Financial Planning
Connecticut
$55K – – –
TFM
1236
TFC Financial Management
Massachusetts
$54.3K – – –
WB
1237
Webster Bank
Connecticut
$54.2K – – –
CSC
1238
Caldwell Sutter Capital
California
$53.3K -$741 -11 -1%
PWAM
1239
Private Wealth Asset Management
Iowa
$53.3K +$49K +727 New
VWM
1240
Vermillion Wealth Management
Minnesota
$52.4K +$404 +6 +0.8%
OPTFSNA
1241
Old Point Trust & Financial Services N A
Virginia
$51.4K – – –
GFPC
1242
Global Financial Private Client
Florida
$51.3K – – –
FDW
1243
Fourth Dimension Wealth
Ohio
$50K – – –
RMC
1244
Resources Management Corp
Connecticut
$49K – – –
PIS
1245
POM Investment Strategies
North Carolina
$48.7K +$44.7K +664 New
BTD
1246
BankPlus Trust Department
Mississippi
$48.6K +$29.4K +437 +193%
MA
1247
MCF Advisors
Kentucky
$48.5K – – –
CPG
1248
Cornerstone Planning Group
New Jersey
$48.3K +$39.1K +581 +348%
LI
1249
LRI Investments
Florida
$47.9K +$202 +3 +0.5%
SO
1250
Sierra Ocean
California
$47.2K +$943 +14 +2%
48 49
50
51 52