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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
376
Dynamic Advisor Solutions
Arizona
$473K +$9.25K +151 +2%
BDS
377
Banco de Sabadell
Florida
$472K -$736K -12,017 -61%
VHAM
378
Van Hulzen Asset Management
California
$472K -$570K -9,300 -54%
MHIM
379
MacNealy Hoover Investment Management
Ohio
$466K – – –
OC
380
Oppenheimer & Co
New York
$464K +$53.9K +880 +13%
DWM
381
Dorchester Wealth Management
Quebec, Canada
$463K -$46K -750 -9%
DWT
382
Dorsey & Whitney Trust
South Dakota
$463K +$72.1K +1,177 +18%
CAM
383
Concorde Asset Management
Michigan
$461K -$6.43K -105 -1%
CB
384
Commerce Bank
Missouri
$457K -$2.7K -44 -0.6%
CA
385
Capital Advantage
California
$453K +$459K +7,485 New
TC
386
Telemus Capital
Michigan
$446K +$19.7K +322 +5%
OCG
387
Opus Capital Group
Ohio
$445K – – –
SCM
388
Shelton Capital Management
Colorado
$445K – – –
PWMAG
389
Pinnacle Wealth Management Advisory Group
New Jersey
$438K +$14.7K +240 +3%
HTC
390
Haverford Trust Company
Pennsylvania
$434K +$68K +1,110 +18%
BPC
391
Banque Pictet & Cie
Switzerland
$428K – – –
EWF
392
Epstein & White Financial
California
$426K -$60.1K -980 -12%
CRC
393
Curi RMB Capital
Illinois
$422K -$22.2K -363 -5%
AIP
394
Ahrens Investment Partners
Louisiana
$421K +$30.3K +494 +8%
CAM
395
Cozad Asset Management
Illinois
$421K +$426K +6,953 New
FA
396
Fagan Associates
New York
$420K +$73.8K +1,205 +21%
CB
397
Community Bank
New York
$415K – – –
EFS
398
Essex Financial Services
Connecticut
$412K – – –
MA
399
Mutual Advisors
Nebraska
$407K +$412K +6,725 New
GBT
400
Grove Bank & Trust
Florida
$403K +$27.6K +451 +7%
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16
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