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Shell plc (RDS.B)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
GLYNN CAPITAL MANAGEMENT LLC 24,13501,457,271,0000.320.00 Hist 06/30/2023
Stuart Chaussee & Associates, Inc. 33925930,694,000   Hist 12/31/2022
Marshall Wace North America L.P. 64,15652,5602,860,0000.01  Hist 09/30/2021
Country Club Trust Company, n.a. 38,5201,6881,672,0000.13  Hist 12/31/2021
CAMG Solamere Management, LLC 35,2683,8251,570,0001.29  Hist 09/30/2021
NorthCoast Asset Management LLC 28,43111,9641,267,0000.05  Hist 09/30/2021
Homrich & Berg 26,65513,0481,188,0000.03  Hist 09/30/2021
Resource Management, LLC 25,236-3,0291,095,0000.11  Hist 12/31/2021
Granite Investment Advisors, LLC 20,056-120894,0000.14  Hist 09/30/2021
TDAM USA INC. 14,515-1,372630,0000.04  Hist 12/31/2021
BBVA USA 10,6630475,0000.03  Hist 09/30/2021
Ameritas Investment Company, LLC 10,064895449,0000.02  Hist 09/30/2021
Carroll Financial Associates, Inc. 6,572144291,0000.02  Hist 12/31/2021
Newport Wealth Strategies, Inc. 5,9670266,0000.16  Hist 09/30/2021
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 5,300-149236,0000.02  Hist 09/30/2021
NEXT Financial Group, Inc 3,485311151,0000.01  Hist 12/31/2021
REILLY FINANCIAL ADVISORS, LLC 745032,0000.00  Hist 12/31/2021
Berman Capital Advisors, LLC 526-9523,0000.00  Hist 09/30/2021
SECURITY NATIONAL TRUST CO 40040016,0000.00  Hist 09/30/2021
Sonora Investment Management, LLC 314-7014,0000.00  Hist 09/30/2021
Rockbridge Investment Management, LCC 3702,0000.00  Hist 12/31/2021
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