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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
376
BKS Advisors
Michigan
$266K – – –
DMK
377
David M. Knott
$265K – – –
EWM
378
Edge Wealth Management
New York
$263K -$90.9K -1,800 -26%
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$261K +$45.5K +900 +21%
GI
380
Gradient Investments
Minnesota
$261K +$260K +5,148 +16,088%
CPA
381
Court Place Advisors
Maryland
$259K -$10.1K -200 -4%
GVT
382
Genesee Valley Trust
New York
$258K -$162K -3,210 -38%
VKH
383
Virtu KCG Holdings
New York
$256K -$1.47M -29,102 -85%
BWAM
384
Boyd Watterson Asset Management
Ohio
$255K -$7.48K -148 -3%
EDRH
385
Edmond de Rothschild Holding
Switzerland
$253K +$192K +3,793 +310%
LPC
386
Loeb Partners Corp
New York
$252K – – –
SI
387
SII Investments
Wisconsin
$251K -$19.8K -391 -7%
FFA
388
First Foundation Advisors
California
$249K -$15.2K -300 -6%
CIM
389
CIM Investment Management
Pennsylvania
$243K – – –
ACM
390
Adalta Capital Management
New York
$243K +$240K +4,750 New
CS
391
Comerica Securities
Michigan
$243K +$244K +4,821 New
PCP
392
Proficio Capital Partners
Massachusetts
$241K +$114K +2,263 +101%
BTIS
393
BB&T Investment Services
North Carolina
$238K +$166K +3,296 +249%
S
394
SignatureFD
Georgia
$238K +$238K +4,713 New
WAS
395
WESPAC Advisors SoCal
California
$236K -$32.8K -650 -12%
PTC
396
Private Trust Company
Ohio
$230K +$231K +4,576 New
FLI
397
Family Legacy Inc
South Carolina
$229K +$229K +4,540 New
CRC
398
Curi RMB Capital
Illinois
$226K +$20.8K +411 +10%
AI
399
Atria Investments
North Carolina
$225K -$55.9K -1,106 -20%
MA
400
MUFG Americas
New York
$220K -$45.5K -900 -17%
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16
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