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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
301
Archford Capital Strategies
Illinois
$901K +$30.8K +502 +3%
OWD
302
Osborn Williams & Donohoe
Ohio
$899K – – –
S
303
SimplyRich
California
$895K – – –
FIM
304
Freedom Investment Management
Connecticut
$878K +$36.3K +592 +4%
S
305
SignatureFD
Georgia
$859K +$85.9K +1,402 +11%
ACM
306
Argyle Capital Management
Pennsylvania
$857K – – –
FT
307
Fiduciary Trust
Massachusetts
$845K +$6.74K +110 +0.8%
PHS
308
Pekin Hardy Strauss
Illinois
$843K +$853K +13,920 New
AWM
309
AE Wealth Management
Kansas
$842K +$50.8K +829 +6%
GHCM
310
Glen Harbor Capital Management
California
$841K – – –
DIM
311
DC Investments Management
Virginia
$838K +$612K +9,989 +260%
WTC
312
WhitTier Trust Company
Nevada
$836K -$24.6K -402 -3%
FIA
313
Foundations Investment Advisors
Arizona
$829K +$839K +13,691 New
TYCC
314
Texas Yale Capital Corp
Florida
$824K – – –
PP
315
Palladium Partners
Virginia
$803K +$56K +913 +7%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$776K -$41.7K -681 -5%
CC
317
Courier Capital
New York
$772K -$1.78K -29 -0.2%
AP
318
Advisor Partners
California
$771K +$64.7K +1,056 +9%
SIC
319
Shoker Investment Counsel
Ohio
$768K -$20.8K -340 -3%
BSW
320
Buckingham Strategic Wealth
Missouri
$757K -$103K -1,687 -12%
HFM
321
Hartford Financial Management
Connecticut
$757K +$766K +12,500 New
RCM
322
Riverhead Capital Management
Delaware
$756K – – –
SFG
323
Sage Financial Group
Pennsylvania
$743K – – –
PAS
324
Partnervest Advisory Services
California
$739K -$2.82K -46 -0.4%
USAA
325
United Services Automobile Association
Texas
$736K -$2.33K -38 -0.3%
11 12
13
14 15