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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
IF
301
Intrua Financial
Texas
$860K +$137K +2,233 +19%
EH
302
Equitable Holdings
New York
$857K -$105K -1,713 -11%
HW
303
Hancock Whitney
Mississippi
$850K -$38.3K -623 -4%
BEAM
304
Baker Ellis Asset Management
Washington
$847K +$86.1K +1,400 +11%
CM
305
CoreCommodity Management
Connecticut
$847K -$203K -3,293 -19%
VT
306
Vise Technologies
New York
$845K +$100K +1,631 +13%
BBVA
307
Banco Bilbao Vizcaya Argentaria
Spain
$842K -$515K -8,370 -37%
KMWM
308
Keudell/Morrison Wealth Management
Oregon
$839K -$65K -1,057 -7%
WT
309
Whittier Trust
California
$839K +$15.7K +255 +2%
FT
310
Fiduciary Trust
Massachusetts
$837K +$2.09K +34 +0.2%
DWT
311
Dorsey & Whitney Trust
South Dakota
$829K +$39.9K +649 +5%
GT
312
Greenleaf Trust
Michigan
$810K +$5.54K +90 +0.7%
IAA
313
Independent Advisor Alliance
North Carolina
$805K -$297K -4,829 -26%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$802K -$148K -2,399 -15%
KCM
315
Kornitzer Capital Management
Kansas
$798K
BL
316
Balentine LLC
Georgia
$798K -$43.5K -708 -5%
MCM
317
Mork Capital Management
California
$795K
CA
318
Crumly & Associates
Illinois
$787K +$49.4K +804 +6%
HJIM
319
Henry James International Management
New York
$787K -$50.7K -824 -6%
TWD
320
True Wealth Design
Ohio
$782K -$24.6K -400 -3%
VFA
321
Valeo Financial Advisors
Indiana
$776K +$16.1K +262 +2%
CL
322
CSS LLC
Illinois
$768K -$185K -3,000 -19%
Brown Advisory
323
Brown Advisory
Maryland
$766K -$68.9K -1,120 -8%
AMIM
324
Aull & Monroe Investment Management
Alabama
$753K -$12.3K -200 -2%
Bessemer Group
325
Bessemer Group
New Jersey
$747K +$182K +2,966 +31%