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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
301
Summit Global Investments
Utah
$389K +$402K +8,603 New
MPPW
302
Mitchell & Pahl Private Wealth
Oklahoma
$383K
CL
303
CPWM LLC
Washington
$379K -$13.2K -282 -3%
Vanguard Personalized Indexing Management
304
Vanguard Personalized Indexing Management
California
$379K +$34.3K +733 +10%
MCM
305
Mitchell Capital Management
Kansas
$376K +$32.2K +689 +9%
RFC
306
Regions Financial Corp
Alabama
$374K +$174K +3,721 +82%
FTA
307
Financial & Tax Architects
Missouri
$373K -$47 -1 -0%
GLLW
308
Graves Light Lenhart Wealth
Virginia
$370K +$2.29K +49 +0.6%
WS
309
Wedbush Securities
California
$368K -$4.12K -88 -1%
ATIA
310
American Trust Investment Advisors
New Hampshire
$368K
PTC
311
Private Trust Company
Ohio
$368K +$14.5K +310 +4%
FFWA
312
FRG Family Wealth Advisors
Washington
$363K
QCM
313
Quest Capital Management
Texas
$363K +$54.8K +1,172 +17%
APA
314
American Portfolios Advisors
New York
$360K +$11K +236 +3%
FWIA
315
Fort Washington Investment Advisors
Ohio
$355K +$72.8K +1,556 +25%
FCI
316
Financial Counselors Inc
Kansas
$354K +$52.4K +1,120 +17%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$352K +$1.03K +22 +0.3%
IWM
318
IHT Wealth Management
Illinois
$345K -$111K -2,378 -24%
Bessemer Group
319
Bessemer Group
New Jersey
$344K +$290K +6,197 +441%
BI
320
Bramshill Investments
Florida
$343K +$355K +7,582 New
MWM
321
Mission Wealth Management
California
$341K -$68.8K -1,471 -16%
EHC
322
Everett Harris & Co
California
$341K
CGA
323
Crescent Grove Advisors
Illinois
$334K +$322K +6,892 New
BEAM
324
Baker Ellis Asset Management
Washington
$330K +$341K +7,300 New
DWT
325
Dorsey & Whitney Trust
South Dakota
$329K +$340K +7,273 New