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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
251
U.S. Global Investors (USGI)
Texas
$1.01M
VF
252
Virtu Financial
New York
$1.01M +$223K +4,126 +26%
QT
253
Quantamental Technologies
New York
$1M +$1.07M +19,801 New
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1M +$130K +2,411 +14%
RWA
255
Ropes Wealth Advisors
Massachusetts
$989K +$1.06M +19,571 New
HW
256
Hancock Whitney
Mississippi
$978K +$144K +2,652 +16%
SIA
257
Schechter Investment Advisors
Michigan
$951K -$378K -6,975 -27%
IAA
258
Independent Advisor Alliance
North Carolina
$942K +$269K +4,976 +36%
SS
259
Simplicity Solutions
Minnesota
$928K -$556K -10,265 -36%
PG
260
Pendal Group
Australia
$925K
TSW
261
Thompson Siegel & Walmsley
Virginia
$925K
Vanguard Personalized Indexing Management
262
Vanguard Personalized Indexing Management
California
$907K +$234K +4,331 +32%
TG
263
TCW Group
California
$906K -$290K -5,358 -23%
PA
264
Profund Advisors
Maryland
$901K -$12.4K -230 -1%
CCIA
265
Campbell & Co Investment Adviser
Maryland
$892K +$956K +17,658 New
S
266
SignatureFD
Georgia
$890K +$66.6K +1,230 +8%
RCM
267
Raleigh Capital Management
North Carolina
$889K +$952K +17,592 New
NW
268
NewEdge Wealth
Pennsylvania
$886K +$200K +3,703 +43%
MCM
269
Mitchell Capital Management
Kansas
$882K +$489K +9,028 +107%
HL
270
HeadInvest LLC
Maine
$874K
CIC
271
Crawford Investment Counsel
Georgia
$868K -$7.49M -138,378 -89%
FPCM
272
Financial Partners Capital Management
New York
$859K +$40.6K +750 +5%
FC
273
Forte Capital
New York
$856K
BAM
274
Bruderman Asset Management
New York
$854K -$1.03M -19,090 -53%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$853K +$8.17K +151 +0.9%