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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
CM
301
CoreCommodity Management
Connecticut
$827K
KMWM
302
Keudell/Morrison Wealth Management
Oregon
$826K +$7.56K +125 +0.9%
WT
303
Whittier Trust
California
$819K
SIS
304
Susquehanna International Securities
Ireland
$818K +$859K +14,200 New
VFA
305
Valeo Financial Advisors
Indiana
$802K +$46.7K +771 +6%
FFA
306
Fortune Financial Advisors
Kansas
$796K +$836K +13,812 New
GT
307
Greenleaf Trust
Michigan
$790K -$908 -15 -0.1%
KCM
308
Kornitzer Capital Management
Kansas
$779K
MCM
309
Mork Capital Management
California
$776K
IAA
310
Independent Advisor Alliance
North Carolina
$776K -$10.2K -168 -1%
CA
311
Crumly & Associates
Illinois
$775K +$7.5K +124 +0.9%
CW
312
Connectus Wealth
Ohio
$765K +$45.7K +755 +6%
HJIM
313
Henry James International Management
New York
$751K -$18.3K -303 -2%
RB
314
Renasant Bank
Mississippi
$749K -$209K -3,458 -21%
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$747K -$37.6K -621 -5%
TWD
316
True Wealth Design
Ohio
$746K -$17.5K -290 -2%
TCMP
317
Thrive Capital Management (Pennsylvania)
Pennsylvania
$735K +$91.5K +1,512 +13%
AMIM
318
Aull & Monroe Investment Management
Alabama
$735K
Brown Advisory
319
Brown Advisory
Maryland
$723K -$26.1K -432 -3%
PA
320
Profund Advisors
Maryland
$720K -$145K -2,391 -16%
PNAA
321
Pictet North America Advisors
Switzerland
$718K +$753K +12,448 New
Janus Henderson Group
322
Janus Henderson Group
$714K +$121K +1,993 +19%
LF
323
Lantz Financial
Illinois
$712K -$726 -12 -0.1%
WTC
324
WhitTier Trust Company
Nevada
$705K +$197K +3,251 +36%
VIA
325
Vident Investment Advisory
Georgia
$693K +$115K +1,902 +19%