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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
301
Heritage Wealth Management (Arizona)
Arizona
$931K +$481K +8,420 +128%
VVP
302
Venture Visionary Partners
Ohio
$916K -$63.5K -1,112 -7%
AAS
303
Ameritas Advisory Services
Nebraska
$890K +$273K +4,791 +50%
BL
304
Balentine LLC
Georgia
$883K +$812K +14,224 New
HJIM
305
Henry James International Management
New York
$878K -$6.16K -108 -0.8%
FT
306
Fiduciary Trust
Massachusetts
$878K +$78.1K +1,368 +11%
Brown Advisory
307
Brown Advisory
Maryland
$875K +$52.5K +920 +7%
WT
308
Whittier Trust
California
$866K +$20.5K +360 +3%
CI
309
Cambiar Investors
Colorado
$858K +$788K +13,813 New
PA
310
Profund Advisors
Maryland
$853K -$44.6K -781 -5%
TWD
311
True Wealth Design
Ohio
$847K +$778K +13,638 New
GT
312
Greenleaf Trust
Michigan
$846K +$3.31K +58 +0.4%
KCM
313
Kornitzer Capital Management
Kansas
$839K -$134K -2,350 -15%
MCM
314
Mork Capital Management
California
$836K +$769K +13,470 New
DWT
315
Dorsey & Whitney Trust
South Dakota
$831K -$685 -12 -0.1%
BEAM
316
Baker Ellis Asset Management
Washington
$804K
AMIM
317
Aull & Monroe Investment Management
Alabama
$804K -$5.71K -100 -0.8%
VFA
318
Valeo Financial Advisors
Indiana
$800K +$154K +2,698 +26%
VT
319
Vise Technologies
New York
$787K +$26.8K +470 +4%
CA
320
Crumly & Associates
Illinois
$777K -$5.59K -98 -0.8%
IF
321
Intrua Financial
Texas
$765K -$46.3K -811 -6%
BAM
322
Berkshire Asset Management
Pennsylvania
$755K -$183K -3,198 -21%
LF
323
Lantz Financial
Illinois
$752K +$25.5K +446 +4%
CCM
324
Cutler Capital Management
Massachusetts
$745K -$45.7K -800 -6%
FNT
325
First National Trust
Pennsylvania
$738K