| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SHEL Share Count |
|---|
| Ibex Wealth Advisors |
135 |
138,546 |
+138,411 |
+102526.67% |
| Norden Group LLC |
5,805 |
170,867 |
+165,062 |
+2843.45% |
| Allspring Global Investments Holdings LLC |
495 |
6,898 |
+6,403 |
+1293.54% |
| American National Bank |
107 |
1,207 |
+1,100 |
+1028.04% |
| Main Street Financial Solutions LLC |
3,186 |
16,514 |
+13,328 |
+418.33% |
| Aaron Wealth Advisors |
3,857 |
10,817 |
+6,960 |
+180.45% |
| Rise Advisors LLC |
413 |
1,103 |
+690 |
+167.07% |
| Country Trust Bank |
73 |
188 |
+115 |
+157.53% |
| PFG Investments LLC |
9,993 |
25,002 |
+15,009 |
+150.20% |
| Wiley BROS. Aintree Capital LLC |
6,883 |
11,039 |
+4,156 |
+60.38% |
| Monticello Wealth Management LLC |
3,672 |
5,782 |
+2,110 |
+57.46% |
| BKM Wealth Management LLC |
5,414 |
8,445 |
+3,031 |
+55.98% |
| Strategic Financial Concepts LLC |
3,540 |
5,279 |
+1,739 |
+49.12% |
| Ritholtz Wealth Management |
48,536 |
70,006 |
+21,470 |
+44.24% |
| Global Retirement Partners LLC |
3,532 |
4,936 |
+1,404 |
+39.75% |
| Diversified Trust Co |
8,899 |
11,992 |
+3,093 |
+34.76% |
| Alhambra Investment Partners LLC |
7,891 |
10,443 |
+2,552 |
+32.34% |
| One Wealth Advisors LLC |
6,195 |
7,975 |
+1,780 |
+28.73% |
| Wesbanco Bank Inc. |
17,733 |
22,684 |
+4,951 |
+27.92% |
| Trust Point Inc. |
8,387 |
10,558 |
+2,171 |
+25.89% |
| Duncker Streett & Co. Inc. |
3,310 |
4,118 |
+808 |
+24.41% |
| Everett Harris & Co. CA |
135,938 |
168,701 |
+32,763 |
+24.10% |
| Greystone Financial Group LLC |
16,035 |
19,864 |
+3,829 |
+23.88% |
| Hexagon Capital Partners LLC |
3,162 |
3,895 |
+733 |
+23.18% |
| Allworth Financial LP |
8,358 |
10,287 |
+1,929 |
+23.08% |
| Brookstone Capital Management |
10,680 |
13,038 |
+2,358 |
+22.08% |
| GAMMA Investing LLC |
3,251 |
3,961 |
+710 |
+21.84% |
| Stonegate Investment Group LLC |
7,179 |
8,700 |
+1,521 |
+21.19% |
| TI Trust Inc. |
4,104 |
4,920 |
+816 |
+19.88% |
| Strategic Planning Group LLC |
7,770 |
9,232 |
+1,462 |
+18.82% |
| Successful Portfolios LLC |
3,244 |
3,720 |
+476 |
+14.67% |
| Bogart Wealth LLC |
14,514 |
16,593 |
+2,079 |
+14.32% |
| WESPAC Advisors LLC |
10,605 |
12,057 |
+1,452 |
+13.69% |
| Red Door Wealth Management LLC |
4,246 |
4,807 |
+561 |
+13.21% |
| Traveka Wealth LLC |
3,504 |
3,967 |
+463 |
+13.21% |
| Naviter Wealth LLC |
71,135 |
80,288 |
+9,153 |
+12.87% |
| Wedge Capital Management L L P NC |
262,003 |
291,078 |
+29,075 |
+11.10% |
| Wealthcare Advisory Partners LLC |
7,000 |
7,759 |
+759 |
+10.84% |
| Lantz Financial LLC |
4,332 |
4,785 |
+453 |
+10.46% |
| Kathmere Capital Management LLC |
3,264 |
3,604 |
+340 |
+10.42% |
| Willis Johnson & Associates Inc. |
202,802 |
222,733 |
+19,931 |
+9.83% |
| Bill Few Associates Inc. |
5,243 |
5,746 |
+503 |
+9.59% |
| DMG Group LLC |
12,157 |
13,283 |
+1,126 |
+9.26% |
| First Citizens Bank & Trust Co. |
3,780 |
4,116 |
+336 |
+8.89% |
| Wedmont Private Capital |
7,822 |
8,509 |
+687 |
+8.78% |
| Adell Harriman & Carpenter Inc. |
104,532 |
113,176 |
+8,644 |
+8.27% |
| Regions Financial Corp |
43,530 |
47,045 |
+3,515 |
+8.07% |
| Brown Advisory Inc. |
35,865 |
38,573 |
+2,708 |
+7.55% |
| Chemistry Wealth Management LLC |
7,032 |
7,548 |
+516 |
+7.34% |
| Royal Fund Management LLC |
17,804 |
19,081 |
+1,277 |
+7.17% |
| Bremer Bank National Association |
61,611 |
65,694 |
+4,083 |
+6.63% |
| OneAscent Financial Services LLC |
3,131 |
3,338 |
+207 |
+6.61% |
| Atwood & Palmer Inc. |
232 |
247 |
+15 |
+6.47% |
| Ellsworth Advisors LLC |
14,616 |
15,561 |
+945 |
+6.47% |
| Montecito Bank & Trust |
3,375 |
3,582 |
+207 |
+6.13% |
| Park National Corp OH |
27,345 |
29,008 |
+1,663 |
+6.08% |
| Pflug Koory LLC |
490 |
517 |
+27 |
+5.51% |
| Iams Wealth Management LLC |
24,782 |
26,124 |
+1,342 |
+5.42% |
| Dynamic Advisor Solutions LLC |
12,755 |
13,404 |
+649 |
+5.09% |
| International Assets Investment Management LLC |
4,824 |
5,063 |
+239 |
+4.95% |
| Busey Wealth Management |
14,404 |
15,113 |
+709 |
+4.92% |
| Thomasville National Bank |
294,737 |
308,575 |
+13,838 |
+4.70% |
| Cardinal Capital Management |
55,293 |
57,862 |
+2,569 |
+4.65% |
| Solstein Capital LLC |
18,669 |
19,517 |
+848 |
+4.54% |
| Summit Trail Advisors LLC |
3,752 |
3,918 |
+166 |
+4.42% |
| Eldred Rock Partners LLC |
21,921 |
22,859 |
+938 |
+4.28% |
| Aurum Wealth Management Group LLC |
4,073 |
4,223 |
+150 |
+3.68% |
| Raymond James & Associates |
989,888 |
1,024,623 |
+34,735 |
+3.51% |
| HF Advisory Group LLC |
23,328 |
24,140 |
+812 |
+3.48% |
| Absher Wealth Management LLC |
15,313 |
15,845 |
+532 |
+3.47% |
| NBC Securities Inc. |
9,731 |
10,060 |
+329 |
+3.38% |
| Roberts Wealth Advisors LLC |
26,574 |
27,376 |
+802 |
+3.02% |
| Bfsg LLC |
1,450 |
1,489 |
+39 |
+2.69% |
| Spire Wealth Management |
9,308 |
9,556 |
+248 |
+2.66% |
| Steel Peak Wealth Management LLC |
6,648 |
6,815 |
+167 |
+2.51% |
| Sunbelt Securities Inc. |
14,057 |
14,394 |
+337 |
+2.40% |
| Allied Investment Advisors LLC |
167,716 |
171,430 |
+3,714 |
+2.21% |
| Regatta Capital Group LLC |
25,634 |
26,173 |
+539 |
+2.10% |
| Atlas Private Wealth Management |
21,184 |
21,620 |
+436 |
+2.06% |
| Woodstock Corp |
132,981 |
135,584 |
+2,603 |
+1.96% |
| Octavia Wealth Advisors LLC |
31,751 |
32,324 |
+573 |
+1.80% |
| Abacus Planning Group Inc. |
5,003 |
5,092 |
+89 |
+1.78% |
| TruWealth Advisors LLC |
415,745 |
422,877 |
+7,132 |
+1.72% |
| InTrack Investment Management Inc |
6,657 |
6,762 |
+105 |
+1.58% |
| 180 Wealth Advisors LLC |
9,139 |
9,277 |
+138 |
+1.51% |
| Cedar Brook Financial Partners LLC |
5,366 |
5,446 |
+80 |
+1.49% |
| PFG Private Wealth Management LLC |
2,928 |
2,971 |
+43 |
+1.47% |
| AdvisorNet Financial Inc |
1,488 |
1,509 |
+21 |
+1.41% |
| Gilman Hill Asset Management LLC |
43,919 |
44,481 |
+562 |
+1.28% |
| Capital Investment Advisory Services LLC |
4,442 |
4,498 |
+56 |
+1.26% |
| Rosenberg Matthew Hamilton |
9,812 |
9,924 |
+112 |
+1.14% |
| Brookmont Capital Management |
68,692 |
69,460 |
+768 |
+1.12% |
| Harbor Investment Advisory LLC |
1,393 |
1,408 |
+15 |
+1.08% |
| First Pacific Financial |
1,447 |
1,462 |
+15 |
+1.04% |
| Ballentine Partners LLC |
9,946 |
10,045 |
+99 |
+1.00% |
| Legacy Wealth Asset Management LLC |
8,050 |
8,130 |
+80 |
+0.99% |
| PFS Partners LLC |
4,878 |
4,924 |
+46 |
+0.94% |
| Sage Mountain Advisors LLC |
6,322 |
6,376 |
+54 |
+0.85% |
| Grimes & Company Inc. |
8,043 |
8,105 |
+62 |
+0.77% |
| Portside Wealth Group LLC |
30,480 |
30,710 |
+230 |
+0.75% |
| Harbour Capital Advisors LLC |
8,507 |
8,565 |
+58 |
+0.68% |
| Arkfeld Wealth Strategies L.L.C. |
5,976 |
6,016 |
+40 |
+0.67% |
| First Financialcorp IN |
4,471 |
4,499 |
+28 |
+0.63% |
| Sugarloaf Wealth Management LLC |
322 |
324 |
+2 |
+0.62% |
| Checchi Capital Advisers LLC |
23,235 |
23,351 |
+116 |
+0.50% |
| CHICAGO TRUST Co NA |
39,066 |
39,255 |
+189 |
+0.48% |
| Bridge Creek Capital Management LLC |
54,988 |
55,243 |
+255 |
+0.46% |
| Cooper Financial Group |
3,815 |
3,832 |
+17 |
+0.45% |
| Stolper Co |
28,525 |
28,648 |
+123 |
+0.43% |
| Clarus Group Inc. |
6,464 |
6,489 |
+25 |
+0.39% |
| Key Client Fiduciary Advisors LLC |
4,788 |
4,805 |
+17 |
+0.36% |
| Willis Investment Counsel |
333,869 |
335,029 |
+1,160 |
+0.35% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
9,670 |
9,699 |
+29 |
+0.30% |
| Ignite Planners LLC |
8,256 |
8,278 |
+22 |
+0.27% |
| Private Trust Co. NA |
10,532 |
10,557 |
+25 |
+0.24% |
| Next Level Private LLC |
16,724 |
16,751 |
+27 |
+0.16% |
| Chapin Davis Inc. |
3,709 |
3,714 |
+5 |
+0.13% |
| SOA Wealth Advisors LLC. |
814 |
815 |
+1 |
+0.12% |
| Bruce G. Allen Investments LLC |
7,763 |
7,770 |
+7 |
+0.09% |
| Cyndeo Wealth Partners LLC |
14,710 |
14,722 |
+12 |
+0.08% |
| Alliance Wealth Advisors LLC |
4,353 |
4,355 |
+2 |
+0.05% |
| 13F Filers Reporting New Positions In SHEL |
|---|
| Essex Financial Services Inc. |
0 |
2,990 |
+2,990 |
+100% |
| Mcdonald Partners LLC |
0 |
2,987 |
+2,987 |
+100% |
| Westend Capital Management LLC |
0 |
2,019 |
+2,019 |
+100% |
| Founders Financial Securities LLC |
0 |
10,936 |
+10,936 |
+100% |
| Confluence Investment Management LLC |
0 |
14,803 |
+14,803 |
+100% |
| Welch Group LLC |
0 |
2,986 |
+2,986 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
23,745 |
+23,745 |
+100% |
| Cutler Group LP |
0 |
45 |
+45 |
+100% |
| Alaska Permanent Fund Corp |
0 |
1,787 |
+1,787 |
+100% |
| Riverview Trust Co |
0 |
2,629 |
+2,629 |
+100% |
| Private Ocean LLC |
0 |
207 |
+207 |
+100% |
| BTC Capital Management Inc. |
0 |
20,886 |
+20,886 |
+100% |
| Cascade Investment Advisors Inc. |
0 |
3,000 |
+3,000 |
+100% |
| Avondale Wealth Management |
0 |
173 |
+173 |
+100% |
| Oxinas Partners Wealth Management LLC |
0 |
3,013 |
+3,013 |
+100% |
| Symphony Financial Ltd. Co. |
0 |
3,075 |
+3,075 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
200 |
+200 |
+100% |
| Aprio Wealth Management LLC |
0 |
3,073 |
+3,073 |
+100% |
| Foster Group Inc. |
0 |
3,303 |
+3,303 |
+100% |
| Childress Capital Advisors LLC |
0 |
7,190 |
+7,190 |
+100% |
| SJS Investment Consulting Inc. |
0 |
66 |
+66 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
3,915 |
+3,915 |
+100% |
| Ameliora Wealth Management Ltd. |
0 |
3,000 |
+3,000 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
258 |
+258 |
+100% |
| Global Wealth Strategies & Associates |
0 |
190 |
+190 |
+100% |
| Simplicity Wealth LLC |
0 |
96,547 |
+96,547 |
+100% |
| Global Assets Advisory LLC |
0 |
34,096 |
+34,096 |
+100% |
| Register Financial Advisors LLC |
0 |
321 |
+321 |
+100% |
| Breakwater Capital Group |
0 |
3,161 |
+3,161 |
+100% |
| Tanglewood Legacy Advisors LLC |
0 |
3,248 |
+3,248 |
+100% |
| Focus Financial Network Inc. |
0 |
3,994 |
+3,994 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Romano Brothers AND Company |
7,484 |
7,484 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
739 |
739 |
UNCH |
0.00% |
| Carret Asset Management LLC |
4,536 |
4,536 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
5,637 |
5,637 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
300 |
300 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,026 |
1,026 |
UNCH |
0.00% |
| Miller Howard Investments Inc. NY |
80,000 |
80,000 |
UNCH |
0.00% |
| Gillespie Robinson & Grimm Inc. |
3,226 |
3,226 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
18,658 |
18,658 |
UNCH |
0.00% |
| Matthew Goff Investment Advisor LLC |
6,433 |
6,433 |
UNCH |
0.00% |
| Hudson Valley Investment Advisors Inc. ADV |
3,980 |
3,980 |
UNCH |
0.00% |
| Osborne Partners Capital Management LLC |
16,248 |
16,248 |
UNCH |
0.00% |
| Tompkins Financial Corp |
3,230 |
3,230 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
5,236 |
5,236 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
264,454 |
264,454 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
2,000 |
2,000 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
3,150 |
3,150 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
189,410 |
189,410 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
4,330 |
4,330 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,539 |
1,539 |
UNCH |
0.00% |
| Chatham Capital Group Inc. |
4,550 |
4,550 |
UNCH |
0.00% |
| Woodmont Investment Counsel LLC |
8,758 |
8,758 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
14,215 |
14,215 |
UNCH |
0.00% |
| Viking Fund Management LLC |
70,000 |
70,000 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
230 |
230 |
UNCH |
0.00% |
| Deltec Asset Management LLC |
57,204 |
57,204 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
3,176 |
3,176 |
UNCH |
0.00% |
| Farmers Trust Co. |
6,210 |
6,210 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
1,263 |
1,263 |
UNCH |
0.00% |
| Baker Ellis Asset Management LLC |
16,200 |
16,200 |
UNCH |
0.00% |
| Penbrook Management LLC |
9,900 |
9,900 |
UNCH |
0.00% |
| West Oak Capital LLC |
7,305 |
7,305 |
UNCH |
0.00% |
| Atlas Brown Inc. |
4,842 |
4,842 |
UNCH |
0.00% |
| Fruth Investment Management |
9,548 |
9,548 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
6,180 |
6,180 |
UNCH |
0.00% |
| GFS Advisors LLC |
32,456 |
32,456 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
178,178 |
178,178 |
UNCH |
0.00% |
| Asset Dedication LLC |
482 |
482 |
UNCH |
0.00% |
| Timber Creek Capital Management LLC |
1,300 |
1,300 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
3,748 |
3,748 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
1,129 |
1,129 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
60 |
60 |
UNCH |
0.00% |
| Hamel Associates Inc. |
6,050 |
6,050 |
UNCH |
0.00% |
| MCF Advisors LLC |
712 |
712 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
10,460 |
10,460 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
43 |
43 |
UNCH |
0.00% |
| Trust Co |
344 |
344 |
UNCH |
0.00% |
| Perpetual Ltd |
15,294 |
15,294 |
UNCH |
0.00% |
| First PREMIER Bank |
2,500 |
2,500 |
UNCH |
0.00% |
| Alpha Omega Wealth Management LLC |
6,100 |
6,100 |
UNCH |
0.00% |
| Legacy Bridge LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| McAdam LLC |
4,650 |
4,650 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
150 |
150 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,455 |
1,455 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
10,000 |
10,000 |
UNCH |
0.00% |
| West Branch Capital LLC |
1,300 |
1,300 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
6,334 |
6,334 |
UNCH |
0.00% |
| Essex Savings Bank |
5,513 |
5,513 |
UNCH |
0.00% |
| Costello Asset Management INC |
200 |
200 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
4,124 |
4,124 |
UNCH |
0.00% |
| Apexium Financial LP |
6,736 |
6,736 |
UNCH |
0.00% |
| CRA Financial Services LLC |
4,255 |
4,255 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
8,900 |
8,900 |
UNCH |
0.00% |
| Shulman DeMeo Asset Management LLC |
4,407 |
4,407 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
57,590 |
57,590 |
UNCH |
0.00% |
| RDA Financial Network |
4,029 |
4,029 |
UNCH |
0.00% |
| MBE Wealth Management LLC |
3,679 |
3,679 |
UNCH |
0.00% |
| PSI Advisors LLC |
102 |
102 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
4,200 |
4,200 |
UNCH |
0.00% |
| Elevated Capital Advisors LLC |
9,259 |
9,259 |
UNCH |
0.00% |
| Systrade AG |
25,000 |
25,000 |
UNCH |
0.00% |
| Hoese & Co LLP |
300 |
300 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
90 |
90 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
66 |
66 |
UNCH |
0.00% |
| Bank of New Hampshire |
310 |
310 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
150 |
150 |
UNCH |
0.00% |
| Hedges Asset Management LLC |
70,850 |
70,850 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
189 |
189 |
UNCH |
0.00% |
| Red Tortoise LLC |
103 |
103 |
UNCH |
0.00% |
| City State Bank |
822 |
822 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
64 |
64 |
UNCH |
0.00% |
| Eagle Rock Investment Company LLC |
9,250 |
9,250 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
300 |
300 |
UNCH |
0.00% |
| W Advisors LLC |
9,764 |
9,764 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,077 |
1,077 |
UNCH |
0.00% |
| Greenfield Savings Bank |
5,298 |
5,298 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
139 |
139 |
UNCH |
0.00% |
| Crocodile Capital Partners GmbH |
135,306 |
135,306 |
UNCH |
0.00% |
| Stephens Consulting LLC |
300 |
300 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
415 |
415 |
UNCH |
0.00% |
| Park Place Capital Corp |
446 |
446 |
UNCH |
0.00% |
| Silverlake Wealth Management LLC |
4,114 |
4,114 |
UNCH |
0.00% |
| CGC Financial Services LLC |
186 |
186 |
UNCH |
0.00% |
| Barlow Wealth Partners Inc. |
3,272 |
3,272 |
UNCH |
0.00% |
| Sentry LLC |
5,760 |
5,760 |
UNCH |
0.00% |
| Tyche Wealth Partners LLC |
3,749 |
3,749 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
66 |
66 |
UNCH |
0.00% |
| 13F Filers Decreasing SHEL Share Count |
|---|
| Financial Synergies Wealth Advisors Inc. |
623 |
104 |
-519 |
-83.31% |
| KLR Investment Advisors LLC |
22,102 |
5,210 |
-16,892 |
-76.43% |
| Kingswood Wealth Advisors LLC |
12,672 |
3,917 |
-8,755 |
-69.09% |
| Valley National Advisers Inc. |
413 |
130 |
-283 |
-68.52% |
| Bank of New York Mellon Corp |
2,123,300 |
673,134 |
-1,450,166 |
-68.30% |
| MONECO Advisors LLC |
12,494 |
4,234 |
-8,260 |
-66.11% |
| Sapient Capital LLC |
538,296 |
226,549 |
-311,747 |
-57.91% |
| Jackson Square Capital LLC |
113,361 |
57,067 |
-56,294 |
-49.66% |
| Courier Capital LLC |
13,143 |
6,928 |
-6,215 |
-47.29% |
| GHP Investment Advisors Inc. |
647 |
400 |
-247 |
-38.18% |
| Stratos Wealth Advisors LLC |
5,435 |
3,408 |
-2,027 |
-37.30% |
| Fulton Bank N.A. |
9,744 |
6,131 |
-3,613 |
-37.08% |
| Blue Chip Partners Inc. |
5,345 |
3,880 |
-1,465 |
-27.41% |
| Sendero Wealth Management LLC |
28,183 |
21,305 |
-6,878 |
-24.40% |
| Independence Bank of Kentucky |
6,083 |
4,628 |
-1,455 |
-23.92% |
| Pinnacle Bank |
2,279 |
1,740 |
-539 |
-23.65% |
| Baldwin Brothers Inc. MA |
2,408 |
1,908 |
-500 |
-20.76% |
| CWM LLC |
57,571 |
46,753 |
-10,818 |
-18.79% |
| Community Bank of Raymore |
23,400 |
19,150 |
-4,250 |
-18.16% |
| Asio Capital LLC |
55,135 |
45,800 |
-9,335 |
-16.93% |
| Villere ST Denis J & Co. LLC |
6,000 |
5,000 |
-1,000 |
-16.67% |
| Crescent Sterling Ltd. |
20,947 |
17,477 |
-3,470 |
-16.57% |
| Confluence Wealth Services Inc. |
5,052 |
4,248 |
-804 |
-15.91% |
| Leavell Investment Management Inc. |
32,448 |
27,340 |
-5,108 |
-15.74% |
| Strategic Advisors LLC |
6,500 |
5,500 |
-1,000 |
-15.38% |
| Pacifica Partners Inc. |
336 |
286 |
-50 |
-14.88% |
| JJJ Advisors Inc. |
2,474 |
2,127 |
-347 |
-14.03% |
| Atlas Capital Advisors LLC |
5,504 |
4,743 |
-761 |
-13.83% |
| Salem Investment Counselors Inc. |
2,914 |
2,514 |
-400 |
-13.73% |
| Financial Management Professionals Inc. |
4,378 |
3,805 |
-573 |
-13.09% |
| Foster & Motley Inc. |
37,489 |
32,602 |
-4,887 |
-13.04% |
| M&R Capital Management Inc. |
1,389 |
1,214 |
-175 |
-12.60% |
| Investors Asset Management of Georgia Inc. GA ADV |
5,325 |
4,685 |
-640 |
-12.02% |
| Trust Co. of Virginia VA |
3,499 |
3,099 |
-400 |
-11.43% |
| Trinity Legacy Partners LLC |
3,850 |
3,450 |
-400 |
-10.39% |
| R.H. Dinel Investment Counsel Inc. |
9,515 |
8,540 |
-975 |
-10.25% |
| Chicago Capital LLC |
5,190 |
4,664 |
-526 |
-10.13% |
| Stratos Wealth Partners LTD. |
23,430 |
21,153 |
-2,277 |
-9.72% |
| Seed Wealth Management Inc. |
8,265 |
7,465 |
-800 |
-9.68% |
| Moody National Bank Trust Division |
6,535 |
5,913 |
-622 |
-9.52% |
| Tevis Investment Management |
5,804 |
5,290 |
-514 |
-8.86% |
| Manning & Napier Group LLC |
169,236 |
154,707 |
-14,529 |
-8.59% |
| Indiana Trust & Investment Management CO |
1,237 |
1,133 |
-104 |
-8.41% |
| Transform Wealth LLC |
6,984 |
6,409 |
-575 |
-8.23% |
| Doliver Advisors LP |
3,697 |
3,397 |
-300 |
-8.11% |
| E&G Advisors LP |
5,229 |
4,829 |
-400 |
-7.65% |
| Lawson Kroeker Investment Management Inc. NE |
4,975 |
4,595 |
-380 |
-7.64% |
| Founders Capital Management |
830 |
770 |
-60 |
-7.23% |
| Douglas Lane & Associates LLC |
915,641 |
849,480 |
-66,161 |
-7.23% |
| MKT Advisors LLC |
3,125 |
2,900 |
-225 |
-7.20% |
| Fifth Third Bancorp |
115,598 |
108,076 |
-7,522 |
-6.51% |
| Natixis Advisors L.P. |
1,514,969 |
1,416,426 |
-98,543 |
-6.50% |
| Albert D Mason Inc. |
8,233 |
7,706 |
-527 |
-6.40% |
| Veriti Management LLC |
70,396 |
65,967 |
-4,429 |
-6.29% |
| Mather Group LLC. |
12,918 |
12,107 |
-811 |
-6.28% |
| First Hawaiian Bank |
38,861 |
36,445 |
-2,416 |
-6.22% |
| Sumitomo Mitsui Trust Holdings Inc. |
138,338 |
129,839 |
-8,499 |
-6.14% |
| Daymark Wealth Partners LLC |
3,312 |
3,112 |
-200 |
-6.04% |
| Lunt Capital Management Inc. |
5,422 |
5,099 |
-323 |
-5.96% |
| ST Germain D J Co. Inc. |
4,680 |
4,408 |
-272 |
-5.81% |
| Traynor Capital Management Inc. |
16,238 |
15,307 |
-931 |
-5.73% |
| Lindbrook Capital LLC |
7,792 |
7,352 |
-440 |
-5.65% |
| OLD National Bancorp IN |
22,162 |
20,942 |
-1,220 |
-5.50% |
| Cullinan Associates Inc. |
7,600 |
7,200 |
-400 |
-5.26% |
| CVA Family Office LLC |
1,084 |
1,033 |
-51 |
-4.70% |
| Ballew Advisors Inc |
4,316 |
4,121 |
-195 |
-4.52% |
| Radnor Capital Management LLC |
13,951 |
13,342 |
-609 |
-4.37% |
| Hanson & Doremus Investment Management |
6,386 |
6,111 |
-275 |
-4.31% |
| Valeo Financial Advisors LLC |
30,681 |
29,425 |
-1,256 |
-4.09% |
| Keating Wealth Management LLC |
4,342 |
4,165 |
-177 |
-4.08% |
| Farmers & Merchants Investments Inc. |
12,420 |
11,920 |
-500 |
-4.03% |
| Drive Wealth Management LLC |
7,349 |
7,057 |
-292 |
-3.97% |
| Clarius Group LLC |
15,523 |
14,934 |
-589 |
-3.79% |
| CFM Wealth Partners LLC |
3,498 |
3,367 |
-131 |
-3.74% |
| Wallace Advisory Group LLC |
7,745 |
7,465 |
-280 |
-3.62% |
| Gradient Investments LLC |
9,457 |
9,116 |
-341 |
-3.61% |
| Advocate Group LLC |
68,022 |
65,595 |
-2,427 |
-3.57% |
| Procyon Private Wealth Partners LLC |
3,743 |
3,616 |
-127 |
-3.39% |
| Venturi Wealth Management LLC |
1,524 |
1,473 |
-51 |
-3.35% |
| Hennessy Advisors Inc. |
85,400 |
82,600 |
-2,800 |
-3.28% |
| Cambridge Investment Research Advisors Inc. |
163,012 |
157,739 |
-5,273 |
-3.23% |
| Keel Point LLC |
4,940 |
4,783 |
-157 |
-3.18% |
| Penn Davis Mcfarland Inc. |
541,409 |
524,524 |
-16,885 |
-3.12% |
| City Holding Co. |
3,442 |
3,335 |
-107 |
-3.11% |
| Wealth Enhancement Advisory Services LLC |
435,170 |
421,727 |
-13,443 |
-3.09% |
| Parsons Capital Management Inc. RI |
7,598 |
7,386 |
-212 |
-2.79% |
| Capital Investment Advisors LLC |
11,598 |
11,285 |
-313 |
-2.70% |
| Beddow Capital Management Inc. |
62,551 |
60,896 |
-1,655 |
-2.65% |
| Park Avenue Securities LLC |
50,270 |
48,937 |
-1,333 |
-2.65% |
| SeaCrest Wealth Management LLC |
32,858 |
31,993 |
-865 |
-2.63% |
| Richard P Slaughter Associates Inc |
55,165 |
53,786 |
-1,379 |
-2.50% |
| Cullen Investment Group LTD. |
24,823 |
24,202 |
-621 |
-2.50% |
| Tritonpoint Wealth LLC |
4,157 |
4,057 |
-100 |
-2.41% |
| Eads & Heald Wealth Management |
4,529 |
4,424 |
-105 |
-2.32% |
| Beese Fulmer Investment Management Inc. |
19,994 |
19,589 |
-405 |
-2.03% |
| Founders Capital Management LLC |
4,962 |
4,862 |
-100 |
-2.02% |
| Eastover Investment Advisors LLC |
107,836 |
105,731 |
-2,105 |
-1.95% |
| tru Independence LLC |
82,619 |
81,116 |
-1,503 |
-1.82% |
| CENTRAL TRUST Co |
26,323 |
25,894 |
-429 |
-1.63% |
| Sawyer & Company Inc |
3,591 |
3,536 |
-55 |
-1.53% |
| Miracle Mile Advisors LLC |
14,495 |
14,280 |
-215 |
-1.48% |
| Kovack Advisors Inc. |
8,861 |
8,732 |
-129 |
-1.46% |
| Raymond James Trust N.A. |
62,954 |
62,085 |
-869 |
-1.38% |
| Mechanics Bank Trust Department |
4,089 |
4,039 |
-50 |
-1.22% |
| Clifford Swan Investment Counsel LLC |
16,292 |
16,114 |
-178 |
-1.09% |
| Simon Quick Advisors LLC |
7,952 |
7,869 |
-83 |
-1.04% |
| Sutton Place Investors LLC |
4,302 |
4,262 |
-40 |
-0.93% |
| Country Club Bank GFN |
180,023 |
178,447 |
-1,576 |
-0.88% |
| Ausdal Financial Partners Inc. |
7,521 |
7,456 |
-65 |
-0.86% |
| NBT Bank N A NY |
9,632 |
9,550 |
-82 |
-0.85% |
| Raymond James Financial Services Advisors Inc. |
354,020 |
351,036 |
-2,984 |
-0.84% |
| Red Spruce Capital LLC |
20,143 |
19,986 |
-157 |
-0.78% |
| Nicholas Hoffman & Company LLC. |
16,660 |
16,531 |
-129 |
-0.77% |
| Summit Financial Group Inc. |
6,960 |
6,910 |
-50 |
-0.72% |
| Sivia Capital Partners LLC |
7,605 |
7,561 |
-44 |
-0.58% |
| NorthCrest Asset Manangement LLC |
3,977 |
3,954 |
-23 |
-0.58% |
| Flagship Harbor Advisors LLC |
11,205 |
11,144 |
-61 |
-0.54% |
| BKD Wealth Advisors LLC |
7,613 |
7,577 |
-36 |
-0.47% |
| Ipswich Investment Management Co. Inc. |
22,607 |
22,507 |
-100 |
-0.44% |
| Leibman Financial Services Inc. |
31,747 |
31,629 |
-118 |
-0.37% |
| SOL Capital Management CO |
17,953 |
17,903 |
-50 |
-0.28% |
| Trust Co. of Toledo NA OH |
12,812 |
12,776 |
-36 |
-0.28% |
| Verdence Capital Advisors LLC |
9,628 |
9,607 |
-21 |
-0.22% |
| Barry Investment Advisors LLC |
21,480 |
21,455 |
-25 |
-0.12% |
| Neville Rodie & Shaw Inc. |
128,100 |
128,000 |
-100 |
-0.08% |
| Kempner Capital Management Inc. |
86,055 |
86,050 |
-5 |
-0.01% |
| Griffin Asset Management Inc. |
67,919 |
67,909 |
-10 |
-0.01% |
| 13F Filers Exiting SHEL |
|---|
| Arlington Trust Co LLC |
69 |
0 |
-69 |
-100.00% |
| Retirement Guys Formula LLC |
6,955 |
0 |
-6,955 |
-100.00% |
| Saxon Interests Inc. |
6,365 |
0 |
-6,365 |
-100.00% |
| Congress Wealth Management LLC DE |
5,444 |
0 |
-5,444 |
-100.00% |
| Clarity Financial LLC |
3,087 |
0 |
-3,087 |
-100.00% |
| Tennessee Valley Asset Management Partners |
244 |
0 |
-244 |
-100.00% |
| Apeiron RIA LLC |
5,084 |
0 |
-5,084 |
-100.00% |
| Curated Wealth Partners LLC |
3,449 |
0 |
-3,449 |
-100.00% |
| Inscription Capital LLC |
8,485 |
0 |
-8,485 |
-100.00% |
| Outlook Wealth Advisors LLC |
5,441 |
0 |
-5,441 |
-100.00% |
| Meridian Wealth Management LLC |
10,478 |
0 |
-10,478 |
-100.00% |
| Integrated Investment Consultants LLC |
5,288 |
0 |
-5,288 |
-100.00% |
| Advance Capital Management Inc. |
3,869 |
0 |
-3,869 |
-100.00% |
| America First Investment Advisors LLC |
551 |
0 |
-551 |
-100.00% |
| Bourgeon Capital Management LLC |
102 |
0 |
-102 |
-100.00% |
| Appleton Partners Inc. MA |
3,184 |
0 |
-3,184 |
-100.00% |
| Arcadia Investment Management Corp MI |
984 |
0 |
-984 |
-100.00% |
| Grace & White Inc. NY |
24,816 |
0 |
-24,816 |
-100.00% |
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