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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
351
Leo Wealth LLC
Texas
$552K -$474K -7,793 -43%
PPC
352
Park Place Capital
Alabama
$549K +$17.8K +292 +3%
OF
353
Outfitter Financial
Maine
$545K
PCC
354
Park Circle Company
Maryland
$545K
ATC
355
Argent Trust Co
Tennessee
$541K +$34.1K +560 +6%
HJIM
356
Henry James International Management
New York
$541K
BTIM
357
BancFirst Trust & Investment Management
Oklahoma
$539K
AFG
358
Atomi Financial Group
New York
$539K -$402K -6,603 -40%
GS
359
GTS Securities
Florida
$537K +$104K +1,718 +21%
WT
360
Whittier Trust
California
$536K -$331K -5,436 -36%
AWA
361
Arkadios Wealth Advisors
Georgia
$536K +$83.7K +1,376 +16%
ASN
362
Advisory Services Network
Georgia
$535K +$65.7K +1,081 +12%
PI
363
PFG Investments
New York
$529K -$32.4K -533 -5%
HI
364
Hendershot Investments
Virginia
$527K -$2.68K -44 -0.5%
DWT
365
Dorsey & Whitney Trust
South Dakota
$525K -$91.5K -1,504 -14%
FIM
366
Freedom Investment Management
Connecticut
$524K -$2.98K -49 -0.5%
AIA
367
Angeles Investment Advisors
California
$515K -$35.7K -587 -6%
VFA
368
Valeo Financial Advisors
Indiana
$513K -$45.5K -749 -7%
MWM
369
Mission Wealth Management
California
$513K -$64.6K -1,062 -10%
MWM
370
Modera Wealth Management
New Jersey
$510K -$15K -246 -3%
CA
371
Crumly & Associates
Illinois
$508K -$42.9K -705 -7%
Wolverine Trading
372
Wolverine Trading
Illinois
$504K +$563K +9,255 New
KeyBank National Association
373
KeyBank National Association
Ohio
$501K -$24.9K -409 -4%
HFO
374
Heritage Family Offices
Arizona
$501K -$40.1K -660 -7%
PA
375
Parallel Advisors
California
$497K +$147K +2,420 +36%