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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Venturi Wealth Management
Texas
$702K +$758K +15,095 New
API
277
Advisor Partners II
California
$702K +$759K +15,101 New
PFO
278
Pathstone Family Office
New Jersey
$698K +$750K +14,920 New
CCI
279
Credit Capital Investments
New Jersey
$698K
IAIM
280
International Assets Investment Management
Florida
$691K +$156K +3,103 +26%
PA
281
Profund Advisors
Maryland
$676K -$81.9K -1,631 -10%
KA
282
Kovack Advisors
Florida
$671K +$88.1K +1,754 +14%
ISL
283
Ingalls & Snyder LLC
New York
$667K +$139K +2,757 +24%
HJIM
284
Henry James International Management
New York
$663K
ACM
285
Aquatic Capital Management
Illinois
$661K +$713K +14,200 New
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$657K -$36.9K -734 -5%
CL
287
CSS LLC
Illinois
$651K +$502K +10,000 +250%
WT
288
Whittier Trust
California
$632K +$305K +6,068 +81%
PWM
289
Perigon Wealth Management
California
$632K +$682K +13,579 New
GT
290
Greenleaf Trust
Michigan
$631K +$12.5K +249 +2%
ASN
291
Advisory Services Network
Georgia
$625K +$96.1K +1,913 +17%
DWT
292
Dorsey & Whitney Trust
South Dakota
$624K +$216K +4,298 +47%
Brown Advisory
293
Brown Advisory
Maryland
$613K +$216K +4,300 +48%
APG Asset Management
294
APG Asset Management
Netherlands
$613K +$648K +12,900 New
QT
295
Quantamental Technologies
New York
$610K +$659K +13,111 New
AMIM
296
Aull & Monroe Investment Management
Alabama
$607K
BEAM
297
Baker Ellis Asset Management
Washington
$602K -$25.1K -500 -4%
IF
298
Intrua Financial
Texas
$598K +$19.7K +392 +3%
CCM
299
Cutler Capital Management
Massachusetts
$595K +$266K +5,300 +71%
Parallax Volatility Advisers
300
Parallax Volatility Advisers
California
$595K +$642K +12,786 New