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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
326
Lantz Financial
Illinois
$823K +$10.3K +166 +1%
BC
327
Burney Company
Virginia
$818K -$511K -8,260 -40%
WTC
328
WhitTier Trust Company
Nevada
$811K +$6.68K +108 +0.9%
HJIM
329
Henry James International Management
New York
$794K -$58.6K -948 -7%
CCM
330
Cutler Capital Management
Massachusetts
$789K +$742K +12,000 New
MHS
331
M Holdings Securities
Oregon
$784K +$737K +11,925 New
ATC
332
Argent Trust Co
Tennessee
$782K -$408K -6,595 -36%
FNT
333
First National Trust
Pennsylvania
$782K – – –
PA
334
Profund Advisors
Maryland
$776K -$43.1K -697 -6%
VFA
335
Valeo Financial Advisors
Indiana
$775K -$132K -2,134 -15%
LFA
336
Legacy Financial Advisors
Kentucky
$763K +$140K +2,262 +24%
CIM
337
Confluence Investment Management
Missouri
$761K -$14.8K -239 -2%
HH
338
Hilltop Holdings
Texas
$752K +$12.4K +200 +2%
EGA
339
Eagle Global Advisors
Texas
$739K – – –
CCA
340
Childress Capital Advisors
Texas
$724K +$278K +4,503 +69%
AWC
341
Abundance Wealth Counselors
Pennsylvania
$722K +$38.2K +618 +6%
PSP
342
Principal Street Partners
Tennessee
$712K +$335K +5,412 +100%
PWP
343
Phillips Wealth Planners
Mississippi
$712K +$656K +10,610 New
BRWA
344
B. Riley Wealth Advisors
Florida
$710K +$100K +1,621 +18%
IAS
345
Insigneo Advisory Services
Florida
$708K -$813K -13,140 -55%
ACM
346
Argyle Capital Management
Pennsylvania
$684K – – –
IIM
347
InTrack Investment Management
Vermont
$682K +$74.8K +1,210 +13%
S
348
SimplyRich
California
$682K +$52.4K +847 +9%
ZIMP
349
Zimmermann Investment Management & Planning
Pennsylvania
$674K +$634K +10,246 New
WS
350
Wedbush Securities
California
$667K -$41.7K -674 -6%
12 13
14
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