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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
326
Palladium Partners
Virginia
$676K -$106K -1,924 -14%
CAN
327
Cetera Advisor Networks
California
$654K +$648K +11,741 New
WIS
328
Wright Investors Service
Connecticut
$635K -$265K -4,798 -29%
IWP
329
Icon Wealth Partners
Texas
$633K +$633K +11,458 New
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$632K +$48.5K +879 +8%
SFG
331
SevenBridge Financial Group
Pennsylvania
$611K +$15K +271 +3%
MCIM
332
Meadow Creek Investment Management
Georgia
$603K – – –
FCI
333
Financial Counselors Inc
Kansas
$596K -$11.5K -209 -2%
PVWM
334
Point View Wealth Management
New Jersey
$573K -$41.6K -754 -7%
JIC
335
Johnson Investment Counsel
Ohio
$573K -$387 -7 -0.1%
CTA
336
Chesley Taft & Associates
Illinois
$571K +$33.1K +600 +6%
HNB
337
Huntington National Bank
Ohio
$563K -$9.39K -170 -2%
CAM
338
Close Asset Management
United Kingdom
$562K -$27.6K -500 -5%
MWM
339
Marietta Wealth Management
Georgia
$560K -$28K -507 -5%
SS
340
Simplicity Solutions
Minnesota
$560K +$559K +10,123 New
BC
341
Bartlett & Co
Ohio
$546K – – –
OC
342
Oppenheimer & Co
New York
$546K +$83.4K +1,510 +18%
ONB
343
Old National Bancorp
Indiana
$544K – – –
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$538K +$136K +2,460 +34%
HIM
345
Harbour Investment Management
Washington
$535K -$66.3K -1,200 -11%
MAA
346
Mraz Amerine & Associates
California
$534K +$82.8K +1,500 +18%
SFSG
347
Stearns Financial Services Group
North Carolina
$532K -$33.4K -604 -6%
WA
348
WealthTrust Axiom
Pennsylvania
$526K – – –
DWM
349
Dorchester Wealth Management
Quebec, Canada
$521K -$235K -4,250 -31%
1WA
350
180 Wealth Advisors
Washington
$515K +$514K +9,309 New
12 13
14
15 16