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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$1.53M +$198K +3,204 +14%
PFS
227
Prospera Financial Services
Texas
$1.49M +$46.5K +754 +3%
AWA
228
Arkadios Wealth Advisors
Georgia
$1.49M +$353K +5,719 +30%
DWM
229
Dynasty Wealth Management
Florida
$1.48M +$1.53M +24,761 New
FMI
230
Factory Mutual Insurance
Massachusetts
$1.47M +$1.51M +24,550 New
AWM
231
AE Wealth Management
Kansas
$1.43M +$158K +2,556 +12%
LWL
232
Leo Wealth LLC
Texas
$1.41M -$15.7K -254 -1%
SI
233
Stephens Inc
Arkansas
$1.41M -$74.5K -1,209 -5%
NHC
234
Nicholas Hoffman & Company
Georgia
$1.4M +$3.64K +59 +0.3%
CG
235
Caprock Group
Idaho
$1.38M +$1.35M +21,933 New
HWM
236
HB Wealth Management
Georgia
$1.37M +$326K +5,291 +30%
HPM
237
Hudson Portfolio Management
New York
$1.37M -$18.5K -300 -1%
KAS
238
Kestra Advisory Services
Texas
$1.36M -$225K -3,647 -14%
GC
239
Guggenheim Capital
Illinois
$1.36M -$56K -908 -4%
OWM
240
Orca Wealth Management
Florida
$1.35M +$5.24K +85 +0.4%
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$1.34M -$120K -1,949 -8%
IIM
242
Ipswich Investment Management
Massachusetts
$1.31M – – –
LWAM
243
Legacy Wealth Asset Management
Minnesota
$1.26M +$12.9K +209 +1%
SFCL
244
Strengthening Families & Communities LLC
Massachusetts
$1.26M +$1.26M +20,479 New
FCM
245
Fourpath Capital Management
Oklahoma
$1.25M +$82.6K +1,340 +7%
DWM
246
Diversify Wealth Management
Utah
$1.23M +$60.2K +976 +5%
WA
247
Waverly Advisors
Alabama
$1.23M -$115K -1,865 -8%
PAG
248
Private Advisor Group
New Jersey
$1.22M -$170K -2,755 -12%
ADMI
249
Albert D. Mason Inc
Massachusetts
$1.22M +$75.5K +1,225 +6%
MIM
250
Marco Investment Management
Georgia
$1.17M – – –
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