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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
326
Sheaff Brock Investment Advisors
Indiana
$282K +$2.59K +70 +1%
CIM
327
Confluence Investment Management
Missouri
$280K -$3.04K -82 -1%
ICM
328
Invenomic Capital Management
Massachusetts
$280K
DWT
329
Dorsey & Whitney Trust
South Dakota
$280K +$49.4K +1,333 +22%
CA
330
Cetera Advisors
Colorado
$277K +$267K +7,214 New
CA
331
Claro Advisors
Massachusetts
$270K +$260K +7,028 New
SWM
332
SVA Wealth Management
Wisconsin
$267K
PAS
333
Park Avenue Securities
New York
$266K +$257K +6,926 New
WA
334
Wambolt & Associates
Colorado
$260K +$48.5K +1,310 +24%
SWRP
335
Summit Wealth & Retirement Planning
California
$259K -$39.4K -1,063 -14%
BOPW
336
Brandywine Oak Private Wealth
Pennsylvania
$256K -$104K -2,817 -30%
GA
337
GFS Advisors
Texas
$255K
EIP
338
Epoch Investment Partners
New York
$255K +$9.67K +261 +4%
KFS
339
Kurt F. Somerville
$254K
AT
340
Arden Trust
Delaware
$254K +$90.6K +2,447 +59%
AF
341
Advisornet Financial
Minnesota
$252K -$17.3K -467 -7%
VAS
342
Vestmark Advisory Solutions
Massachusetts
$252K -$8.93K -241 -4%
BRWA
343
B. Riley Wealth Advisors
Florida
$249K -$55.6K -1,501 -19%
SFG
344
SevenBridge Financial Group
Pennsylvania
$249K -$36.5K -985 -13%
Manulife (Manufacturers Life Insurance)
345
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246K +$235K +6,333 New
ECM
346
ExodusPoint Capital Management
New York
$246K +$237K +6,400 New
SPC
347
Sigma Planning Corp
Michigan
$235K -$54.2K -1,463 -19%
EFS
348
Essex Financial Services
Connecticut
$234K +$13.3K +360 +6%
LWM
349
Lenox Wealth Management
Ohio
$229K -$976K -26,357 -82%
CFA
350
Cahill Financial Advisors
Minnesota
$229K +$185 +5 +0.1%