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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
351
Rathbones Group
United Kingdom
$225K – – –
VCA
352
Verdence Capital Advisors
Maryland
$224K -$2.78K -75 -1%
BSW
353
Buckingham Strategic Wealth
Missouri
$223K -$9.67K -261 -4%
LA
354
LVW Advisors
New York
$220K +$212K +5,724 New
LNC
355
Lincoln National Corp
Pennsylvania
$220K +$212K +5,732 New
QCM
356
Quest Capital Management
Texas
$218K -$57.9K -1,564 -22%
QCG
357
Quadrant Capital Group
Ohio
$215K +$73.7K +1,989 +55%
JIC
358
Johnson Investment Counsel
Ohio
$214K -$37.2K -1,005 -15%
GLA
359
Good Life Advisors
Pennsylvania
$214K +$210K +5,668 New
CG
360
Caprock Group
Idaho
$212K +$200K +5,401 New
CA
361
Capital Advantage
California
$211K -$11K -296 -5%
CAM
362
Cozad Asset Management
Illinois
$209K +$202K +5,446 New
MWM
363
Mission Wealth Management
California
$206K -$55.9K -1,510 -22%
MYIA
364
Mount Yale Investment Advisors
Colorado
$206K +$199K +5,364 New
FPS
365
Fieldpoint Private Securities
Connecticut
$203K +$196K +5,285 New
PMA
366
Prudent Man Advisors
Illinois
$202K +$194K +5,248 New
SRC
367
Sage Rhino Capital
California
$201K +$193K +5,215 New
MHR
368
Matthew Hamilton Rosenberg
$186K +$37.4K +1,009 +26%
CAM
369
Columbia Asset Management
Michigan
$182K +$175K +4,736 New
FHA
370
Flagship Harbor Advisors
Massachusetts
$176K +$1.74K +47 +1%
BFIM
371
Beese Fulmer Investment Management
Ohio
$174K +$168K +4,525 New
HNB
372
Huntington National Bank
Ohio
$171K -$92.3K -2,492 -36%
VFM
373
Viking Fund Management
North Dakota
$169K +$18.5K +500 +13%
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$166K – – –
PCG
375
Private Capital Group
Connecticut
$159K +$2.59K +70 +2%
13 14
15
16 17