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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
351
Point View Wealth Management
New Jersey
$534K – – –
BC
352
Bartlett & Co
Ohio
$529K – – –
FCI
353
Financial Counselors Inc
Kansas
$527K – – –
IWM
354
IHT Wealth Management
Illinois
$527K +$75.2K +1,313 +15%
PAWC
355
P.A.W. Capital
Connecticut
$522K – – –
MA
356
Mutual Advisors
Nebraska
$515K +$11.7K +204 +2%
DWT
357
Dorsey & Whitney Trust
South Dakota
$515K +$47.6K +831 +9%
JIC
358
Johnson Investment Counsel
Ohio
$507K +$74.4K +1,299 +15%
ACM
359
Ativo Capital Management
Illinois
$506K +$401 +7 +0.1%
ONB
360
Old National Bancorp
Indiana
$506K +$1.2K +21 +0.2%
BSW
361
Buckingham Strategic Wealth
Missouri
$505K -$32.4K -566 -6%
BCM
362
Bourgeon Capital Management
Connecticut
$504K -$22.9K -400 -4%
MWM
363
Marietta Wealth Management
Georgia
$488K -$13.8K -241 -3%
SCM
364
Stuyvesant Capital Management
New York
$488K -$7.1K -124 -1%
VWA
365
V Wealth Advisors
Kansas
$487K -$15.1K -263 -3%
RTC
366
Riverview Trust Company
Washington
$486K +$534K +9,320 New
SFSG
367
Stearns Financial Services Group
North Carolina
$477K -$3.95K -69 -0.7%
BRWA
368
B. Riley Wealth Advisors
Florida
$472K -$7.39K -129 -1%
CA
369
Claro Advisors
Massachusetts
$472K +$420K +7,335 New
HNB
370
Huntington National Bank
Ohio
$469K -$17.1K -298 -3%
ACA
371
Atlas Capital Advisors
Wyoming
$467K -$55.8K -974 -10%
CIM
372
Confluence Investment Management
Missouri
$465K +$511K +8,913 New
MAA
373
Mraz Amerine & Associates
California
$459K – – –
CA
374
Cetera Advisors
Colorado
$457K -$71.8K -1,254 -12%
LHC
375
Little House Capital
Massachusetts
$453K +$492K +8,580 New
13 14
15
16 17