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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
401
Patton Albertson Miller Group
Tennessee
$283K -$70.5K -1,149 -21%
PSUF
402
People's United Financial
Connecticut
$282K – – –
WB
403
WesBanco Bank
West Virginia
$281K -$28.8K -470 -10%
ACP
404
Ashfield Capital Partners
California
$280K +$18.4K +300 +8%
CIP
405
Convergence Investment Partners
Florida
$273K -$36.8K -600 -13%
CONA
406
Capital One National Association
New York
$271K +$253K +4,127 New
HC
407
HHG & Company
Connecticut
$269K +$253K +4,121 New
SIC
408
Salem Investment Counselors
North Carolina
$267K -$6.14K -100 -2%
CDH
409
Charles D. Hyman
$262K – – –
LOCB
410
Lombard Odier & Cie (Bahamas)
Bahamas
$262K – – –
PNC
411
Park National Corp
Ohio
$259K – – –
KIA
412
KCM Investment Advisors
California
$246K -$127K -2,066 -36%
LCM
413
Lucas Capital Management
New Jersey
$243K -$12.3K -200 -5%
WCM
414
Weatherstone Capital Management
Colorado
$236K – – –
BRWA
415
B. Riley Wealth Advisors
Florida
$231K +$82K +1,336 +61%
MA
416
Montag & Associates
Georgia
$230K – – –
HPCM
417
High Pointe Capital Management
Illinois
$226K -$117K -1,900 -36%
I
418
IberiaBank
Louisiana
$226K +$211K +3,443 New
FA
419
FCG Advisors
New Jersey
$226K +$212K +3,449 New
SFSG
420
Stearns Financial Services Group
North Carolina
$224K +$209K +3,413 New
AWP
421
Ascent Wealth Partners
New York
$222K -$2.46K -40 -1%
WIC
422
Whitegate Investment Counselors
New Hampshire
$220K +$297K +4,843 New
WF
423
Welch & Forbes
Massachusetts
$219K +$205K +3,334 New
HJA
424
Hugh Johnson Advisors
New York
$219K +$205K +3,337 New
IH
425
IFC Holdings
Florida
$217K -$32.8K -535 -14%
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17
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