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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
251
Investors Research Corp
Georgia
$613K – – –
FT
252
Fiduciary Trust
Massachusetts
$612K +$21.3K +455 +3%
CCP
253
Corient Capital Partners
California
$600K +$257K +5,491 +71%
1WA
254
180 Wealth Advisors
Washington
$582K -$3.09K -66 -0.5%
LA
255
LVW Advisors
New York
$580K +$10.9K +232 +2%
EH
256
Equitable Holdings
New York
$566K +$102K +2,184 +21%
FTDI
257
First Trust Direct Indexing
Massachusetts
$565K +$195K +4,175 +50%
SSB
258
Sandy Spring Bank
Maryland
$564K -$165K -3,536 -22%
SFG
259
Sage Financial Group
Pennsylvania
$555K – – –
VWM
260
Venturi Wealth Management
Texas
$552K +$29.2K +624 +5%
ISL
261
Ingalls & Snyder LLC
New York
$548K -$76.4K -1,634 -12%
GWM
262
Geneos Wealth Management
Colorado
$548K -$24.6K -525 -4%
GT
263
Greenleaf Trust
Michigan
$548K +$20.8K +445 +4%
FNT
264
First National Trust
Pennsylvania
$546K +$564K +12,064 New
CCI
265
Credit Capital Investments
New Jersey
$543K – – –
AP
266
Advisor Partners
California
$538K -$4.91K -105 -0.9%
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$534K +$14.3K +305 +3%
PPSG
268
Princeton Portfolio Strategies Group
New Jersey
$530K – – –
TF
269
TLWM Financial
Texas
$530K +$545K +11,642 New
CCM
270
Chiron Capital Management
Florida
$529K -$23.9K -510 -4%
CA
271
Crumly & Associates
Illinois
$515K +$202K +4,317 +61%
BOH
272
Bank of Hawaii
Hawaii
$510K -$160K -3,415 -23%
S
273
SignatureFD
Georgia
$507K +$87.8K +1,878 +20%
CWP
274
Curated Wealth Partners
California
$504K +$39.3K +841 +8%
IAA
275
Independent Advisor Alliance
North Carolina
$487K -$23.3K -498 -4%
9 10
11
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