We are live on ! Find out more
TTE icon

TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
Kingsview Wealth Management
Oregon
$328K +$59.9K +1,192 +20%
SFA
377
Sequoia Financial Advisors
Ohio
$325K -$164K -3,266 -32%
IWA
378
Icon Wealth Advisors
Texas
$322K +$348K +6,921 New
MPPW
379
Mitchell & Pahl Private Wealth
Oklahoma
$321K -$37.8K -752 -10%
AWM
380
Aries Wealth Management
Maine
$321K +$21.6K +429 +8%
SC
381
Sawyer & Company
Massachusetts
$320K
BSW
382
Buckingham Strategic Wealth
Missouri
$319K +$7.23K +144 +2%
GQG Partners
383
GQG Partners
Florida
$318K +$17.3K +345 +5%
CWM
384
Cornerstone Wealth Management
Missouri
$317K +$1.76K +35 +0.5%
EHC
385
Everett Harris & Co
California
$316K
PWPS
386
Pinnacle Wealth Planning Services
Ohio
$314K -$150K -2,988 -31%
NA
387
NewEdge Advisors
Louisiana
$314K -$1.21K -24 -0.4%
RIL
388
Rothschild Investment LLC
Illinois
$312K -$7.54K -150 -2%
EFS
389
Essex Financial Services
Connecticut
$306K
HWMA
390
Heritage Wealth Management (Arizona)
Arizona
$306K +$330K +6,573 New
GLA
391
Good Life Advisors
Pennsylvania
$304K +$452 +9 +0.1%
MICM
392
Matthews International Capital Management
California
$304K +$82.3K +1,638 +33%
TWP
393
Tempus Wealth Planning
California
$304K +$328K +6,532 New
BFS
394
Bard Financial Services
Connecticut
$303K -$50.2K -1,000 -13%
ACA
395
Aptus Capital Advisors
Alabama
$303K +$38.1K +758 +13%
PPG
396
Peak Planning Group
Colorado
$297K -$20K -398 -6%
CFB
397
Cullen/Frost Bankers
Texas
$297K +$34K +676 +12%
LNC
398
Lincoln National Corp
Pennsylvania
$293K +$29.5K +588 +10%
SFO
399
Stokes Family Office
Louisiana
$291K +$8.94K +178 +3%
CG
400
Caprock Group
Idaho
$290K +$309K +6,146 New