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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
326
OneAscent Wealth Management
Alabama
$444K +$447K +8,987 New
DWT
327
Dorsey & Whitney Trust
South Dakota
$442K +$39.1K +785 +10%
PTC
328
Private Trust Company
Ohio
$441K +$38.5K +773 +10%
BPA
329
Beacon Pointe Advisors
California
$441K +$444K +8,913 New
FWIA
330
Fort Washington Investment Advisors
Ohio
$435K +$47K +944 +12%
HWM
331
HB Wealth Management
Georgia
$433K +$435K +8,747 New
WTC
332
WhitTier Trust Company
Nevada
$432K +$4.93K +99 +1%
QCG
333
Quadrant Capital Group
Ohio
$432K +$55.9K +1,123 +15%
RSWM
334
Robertson Stephens Wealth Management
California
$432K +$431K +8,657 New
QCM
335
Quest Capital Management
Texas
$430K +$33.3K +669 +8%
NW
336
NewEdge Wealth
Pennsylvania
$430K +$37.6K +755 +10%
WT
337
Whittier Trust
California
$427K -$8.16K -164 -2%
RFC
338
Regions Financial Corp
Alabama
$423K -$12.2K -245 -3%
VFA
339
Valeo Financial Advisors
Indiana
$422K -$23.8K -479 -5%
JWS
340
Juncture Wealth Strategies
Arizona
$420K +$89.6K +1,800 +27%
FCI
341
Financial Counselors Inc
Kansas
$419K +$31.9K +641 +8%
TPM
342
Triasima Portfolio Management
Quebec, Canada
$419K +$421K +8,470 New
MCM
343
Mitchell Capital Management
Kansas
$417K -$249 -5 -0.1%
MPPW
344
Mitchell & Pahl Private Wealth
Oklahoma
$415K -$3.53K -71 -0.8%
IB
345
Intrust Bank
Kansas
$412K +$180K +3,623 +77%
BFS
346
Bard Financial Services
Connecticut
$406K +$62.2K +1,250 +18%
TCWM
347
Total Clarity Wealth Management
Illinois
$402K – – –
CL
348
CPWM LLC
Washington
$402K +$417K +8,380 New
BOH
349
Bank of Hawaii
Hawaii
$394K -$25.4K -510 -6%
AAS
350
Ameritas Advisory Services
Nebraska
$393K +$395K +7,940 New
12 13
14
15 16