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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
376
Schnieders Capital Management
California
$277K +$261K +5,428 New
OCG
377
Opus Capital Group
Ohio
$276K – – –
SI
378
SII Investments
Wisconsin
$273K -$59.9K -1,244 -19%
IIC
379
Integrated Investment Consultants
Michigan
$273K – – –
CPA
380
Court Place Advisors
Maryland
$272K -$120K -2,500 -32%
WAS
381
WESPAC Advisors SoCal
California
$271K -$43.3K -900 -14%
RCWMU
382
Rothschild & Co Wealth Management (UK)
United Kingdom
$270K – – –
BA
383
BKS Advisors
Michigan
$269K +$141K +2,935 +125%
PGFC
384
Peapack-Gladstone Financial Corp
New Jersey
$269K -$23.4K -485 -8%
MA
385
MUFG Americas
New York
$268K -$327K -6,801 -56%
DMK
386
David M. Knott
$268K – – –
BCM
387
Bluefin Capital Management
New York
$268K +$253K +5,250 New
FFA
388
First Foundation Advisors
California
$267K +$21.1K +438 +9%
BWAM
389
Boyd Watterson Asset Management
Ohio
$266K -$170K -3,538 -40%
GIA
390
Guyasuta Investment Advisors
Pennsylvania
$264K +$249K +5,179 New
BFO
391
Boston Family Office
Massachusetts
$262K -$19.3K -400 -7%
CAM
392
Concorde Asset Management
Michigan
$256K +$243K +5,041 New
LPC
393
Loeb Partners Corp
New York
$255K – – –
FNT
394
First National Trust
Pennsylvania
$251K -$23.6K -490 -9%
AC
395
Abbrea Capital
California
$251K +$234K +4,865 New
JAM
396
Jolley Asset Management
North Carolina
$246K -$43.3K -900 -16%
CIM
397
CIM Investment Management
Pennsylvania
$246K – – –
RCAG
398
Rehmann Capital Advisory Group
Michigan
$245K +$963 +20 +0.4%
AWM
399
AE Wealth Management
Kansas
$244K +$231K +4,787 New
CAM
400
Columbia Asset Management
Michigan
$239K +$578 +12 +0.3%
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16
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