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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
Kingsview Wealth Management
Oregon
$316K +$61K +1,226 +24%
IWA
377
Intercontinental Wealth Advisors
Texas
$312K -$53.2K -1,070 -14%
SWM
378
SeaCrest Wealth Management
New York
$311K -$375K -7,538 -55%
XT
379
XTX Topco
Cayman Islands
$308K +$310K +6,235 New
CFB
380
Cullen/Frost Bankers
Texas
$303K -$29.9K -600 -9%
JIC
381
Johnson Investment Counsel
Ohio
$302K +$995 +20 +0.3%
GLLW
382
Graves Light Lenhart Wealth
Virginia
$301K -$59.7K -1,200 -16%
CGA
383
Crescent Grove Advisors
Illinois
$301K +$10.3K +206 +4%
LFA
384
Legacy Financial Advisors
Kentucky
$301K +$303K +6,087 New
MOS
385
MGO One Seven
Ohio
$300K +$302K +6,059 New
PP
386
Palladium Partners
Virginia
$298K -$19.9K -400 -6%
LF
387
Lantz Financial
Illinois
$298K +$59.9K +1,204 +25%
AWE
388
Avidian Wealth Enterprises
Texas
$298K +$300K +6,032 New
EFS
389
Essex Financial Services
Connecticut
$297K
TI
390
Telemetry Investments
New York
$297K
UB
391
UMB Bank
Missouri
$295K +$297K +5,960 New
WFI
392
West Family Investments
California
$291K -$42.2K -848 -13%
ATC
393
Argent Trust Co
Tennessee
$290K +$291K +5,855 New
FPS
394
Fieldpoint Private Securities
Connecticut
$288K +$56.8K +1,142 +24%
AIM
395
Aigen Investment Management
New York
$288K +$282K +5,670 New
PA
396
Procyon Advisors
Connecticut
$285K +$287K +5,761 New
Credit Agricole
397
Credit Agricole
France
$283K +$50.2K +1,008 +21%
CFA
398
Cahill Financial Advisors
Minnesota
$280K
FCM
399
Fourpath Capital Management
Oklahoma
$277K +$278K +5,593 New
SRC
400
Sage Rhino Capital
California
$276K +$47.3K +950 +20%