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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
376
Strengthening Families & Communities LLC
Massachusetts
$935K -$391K -6,191 -30%
TWC
377
TD Waterhouse Canada
Ontario, Canada
$928K +$8.47K +134 +1%
KMWM
378
Keudell/Morrison Wealth Management
Oregon
$921K +$890K +14,075 New
MYIA
379
Mount Yale Investment Advisors
Colorado
$915K +$274K +4,336 +46%
CW
380
Code Waechter
Florida
$912K -$7.21K -114 -0.8%
GT
381
Greenleaf Trust
Michigan
$904K -$5.25K -83 -0.6%
PA
382
Profund Advisors
Maryland
$902K +$179K +2,838 +26%
MFG
383
Merit Financial Group
Georgia
$899K -$255K -4,026 -23%
RYIA
384
Roehl & Yi Investment Advisors
Oregon
$896K +$867K +13,711 New
BP
385
Ballentine Partners
Massachusetts
$879K -$57.9K -916 -6%
PWP
386
Phillips Wealth Planners
Mississippi
$868K +$58.3K +922 +8%
CIA
387
Concurrent Investment Advisors
Florida
$852K +$297K +4,699 +56%
Capital Research Global Investors
388
Capital Research Global Investors
California
$838K +$813K +12,860 New
1CP
389
17 Capital Partners
Arizona
$835K +$1.71K +27 +0.2%
RIA
390
Recurrent Investment Advisors
Texas
$833K -$3.16K -50 -0.3%
IRC
391
Investors Research Corp
Georgia
$830K
Mitsubishi UFJ Trust & Banking
392
Mitsubishi UFJ Trust & Banking
Japan
$830K +$811K +12,828 New
HFM
393
Hartford Funds Management
Pennsylvania
$824K -$15.4K -243 -2%
KeyBank National Association
394
KeyBank National Association
Ohio
$824K +$157K +2,488 +25%
IF
395
Intrua Financial
Texas
$821K +$126 +2 +0%
BCIM
396
British Columbia Investment Management
British Columbia, Canada
$799K +$774K +12,244 New
CCC
397
Chesapeake Capital Corp
Florida
$787K +$760K +12,025 New
C
398
Certuity
Florida
$785K -$150K -2,380 -17%
HL
399
HeadInvest LLC
Maine
$785K
TAFW
400
Tred Avon Family Wealth
Maryland
$774K -$23K -363 -3%