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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
301
Cresset Asset Management
Illinois
$680K +$667K +12,858 New
WTC
302
WhitTier Trust Company
Nevada
$676K -$25.9K -500 -4%
SWRP
303
Summit Wealth & Retirement Planning
California
$675K -$41.5K -801 -6%
HH
304
Hilltop Holdings
Texas
$671K +$58.8K +1,134 +10%
TYCC
305
Texas Yale Capital Corp
Florida
$668K -$12.7K -245 -2%
PA
306
Parallel Advisors
California
$661K -$62K -1,195 -9%
FWIA
307
Fort Washington Investment Advisors
Ohio
$659K -$11K -213 -2%
NP
308
NorthRock Partners
Minnesota
$652K +$643K +12,392 New
RFC
309
Regions Financial Corp
Alabama
$651K -$7.57K -146 -1%
HFM
310
Hartford Financial Management
Connecticut
$650K – – –
NHC
311
Nicholas Hoffman & Company
Georgia
$643K -$47.2K -910 -7%
HJIM
312
Henry James International Management
New York
$640K – – –
SFG
313
Sage Financial Group
Pennsylvania
$638K – – –
AP
314
Advisor Partners
California
$620K -$55.7K -1,074 -8%
S
315
SignatureFD
Georgia
$617K -$57.1K -1,101 -8%
GRP
316
Global Retirement Partners
California
$604K +$469K +9,038 +352%
CC
317
Courier Capital
New York
$592K +$52 +1 +0%
CCP
318
Corient Capital Partners
California
$586K +$59.9K +1,156 +11%
LHC
319
Little House Capital
Massachusetts
$577K -$5.34K -103 -0.9%
SI
320
SCP Investment
California
$572K -$332K -6,400 -37%
IB
321
Intrust Bank
Kansas
$568K -$378K -7,290 -40%
GA
322
GFS Advisors
Texas
$562K -$26.9K -519 -5%
GLLW
323
Graves Light Lenhart Wealth
Virginia
$561K +$22.7K +438 +4%
MFG
324
MidWestOne Financial Group
Iowa
$556K -$468K -9,018 -46%
BCM
325
Becker Capital Management
Oregon
$552K -$35K -675 -6%
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