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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
351
Close Asset Management
United Kingdom
$565K -$41.7K -750 -7%
BCWM
352
Bartlett & Co Wealth Management
Ohio
$561K -$10.5K -188 -2%
MA
353
Mutual Advisors
Nebraska
$561K +$11.4K +205 +2%
CA
354
Cetera Advisors
Colorado
$561K +$70K +1,258 +14%
PAWC
355
P.A.W. Capital
Connecticut
$557K – – –
BC
356
Bartlett & Co
Ohio
$554K -$10.5K -188 -2%
GA
357
GFS Advisors
Texas
$552K -$272K -4,883 -33%
FAM
358
Formidable Asset Management
Ohio
$551K +$997K +17,927 New
FCI
359
Financial Counselors Inc
Kansas
$548K -$14K -252 -2%
AI
360
Atria Investments
North Carolina
$547K -$138K -2,474 -20%
MWM
361
Marietta Wealth Management
Georgia
$546K +$26.1K +469 +5%
ONB
362
Old National Bancorp
Indiana
$545K +$5.45K +98 +1%
FANJ
363
Financial Architects (New Jersey)
New Jersey
$544K -$49.9K -897 -8%
BSW
364
Buckingham Strategic Wealth
Missouri
$538K -$1.06K -19 -0.2%
FIM
365
Freedom Investment Management
Connecticut
$529K -$122K -2,189 -19%
RTC
366
Riverview Trust Company
Washington
$527K +$8.35K +150 +2%
DWT
367
Dorsey & Whitney Trust
South Dakota
$518K -$30.3K -545 -6%
PMG
368
ProVise Management Group
Florida
$509K -$156K -2,800 -23%
GPA
369
Garrison Point Advisors
California
$501K +$22.9K +412 +5%
SPC
370
Sigma Planning Corp
Michigan
$496K +$35.2K +633 +8%
JIC
371
Johnson Investment Counsel
Ohio
$494K -$47.2K -849 -9%
VWA
372
V Wealth Advisors
Kansas
$494K -$8.74K -157 -2%
SFSG
373
Stearns Financial Services Group
North Carolina
$490K -$18.5K -332 -4%
ACA
374
Atlas Capital Advisors
Wyoming
$488K -$10.3K -186 -2%
CIM
375
Confluence Investment Management
Missouri
$486K -$9.52K -171 -2%
13 14
15
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