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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
326
Wright Investors Service
Connecticut
$635K -$265K -4,798 -29%
IWP
327
Icon Wealth Partners
Texas
$633K +$633K +11,458 New
PGFC
328
Peapack-Gladstone Financial Corp
New Jersey
$632K +$48.5K +879 +8%
SFG
329
SevenBridge Financial Group
Pennsylvania
$611K +$15K +271 +3%
MCIM
330
Meadow Creek Investment Management
Georgia
$603K – – –
FCI
331
Financial Counselors Inc
Kansas
$596K -$11.5K -209 -2%
PVWM
332
Point View Wealth Management
New Jersey
$573K -$41.6K -754 -7%
JIC
333
Johnson Investment Counsel
Ohio
$573K -$387 -7 -0.1%
CTA
334
Chesley Taft & Associates
Illinois
$571K +$33.1K +600 +6%
HNB
335
Huntington National Bank
Ohio
$563K -$9.39K -170 -2%
CAM
336
Close Asset Management
United Kingdom
$562K -$27.6K -500 -5%
MWM
337
Marietta Wealth Management
Georgia
$560K -$28K -507 -5%
SS
338
Simplicity Solutions
Minnesota
$560K +$559K +10,123 New
BC
339
Bartlett & Co
Ohio
$546K – – –
OC
340
Oppenheimer & Co
New York
$546K +$83.4K +1,510 +18%
ONB
341
Old National Bancorp
Indiana
$544K – – –
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$538K +$136K +2,460 +34%
HIM
343
Harbour Investment Management
Washington
$535K -$66.3K -1,200 -11%
MAA
344
Mraz Amerine & Associates
California
$534K +$82.8K +1,500 +18%
SFSG
345
Stearns Financial Services Group
North Carolina
$532K -$33.4K -604 -6%
WA
346
WealthTrust Axiom
Pennsylvania
$526K – – –
DWM
347
Dorchester Wealth Management
Quebec, Canada
$521K -$235K -4,250 -31%
1WA
348
180 Wealth Advisors
Washington
$515K +$514K +9,309 New
AWA
349
Arete Wealth Advisors
Illinois
$513K +$6.57K +119 +1%
CS
350
Comerica Securities
Michigan
$505K +$67.5K +1,222 +16%
12 13
14
15 16