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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Parsons Capital Management
Rhode Island
$399K -$5.45K -89 -1%
1WA
402
180 Wealth Advisors
Washington
$398K -$92.2K -1,504 -19%
AF
403
Advisornet Financial
Minnesota
$398K -$1.47K -24 -0.4%
UBS AM
404
UBS AM
Illinois
$396K +$348K +5,676 +652%
WIC
405
Whitegate Investment Counselors
New Hampshire
$391K -$3.06K -50 -0.8%
BNP Paribas Financial Markets
406
BNP Paribas Financial Markets
France
$379K -$217K -3,544 -36%
HPCM
407
High Pointe Capital Management
Illinois
$377K -$6.74K -110 -2%
AC
408
Abbrea Capital
California
$377K
Mariner
409
Mariner
Kansas
$372K +$376K +6,143 New
ASN
410
Advisory Services Network
Georgia
$371K -$65.7K -1,072 -15%
KeyBank National Association
411
KeyBank National Association
Ohio
$370K -$118K -1,921 -24%
PA
412
Parallel Advisors
California
$359K +$60.3K +984 +20%
MWM
413
Mission Wealth Management
California
$359K +$363K +5,924 New
JIR
414
James Investment Research
Ohio
$357K -$31K -506 -8%
CFA
415
Cahill Financial Advisors
Minnesota
$357K +$18.7K +305 +5%
SWM
416
SeaCrest Wealth Management
New York
$353K -$41.1K -670 -10%
NGA
417
Naples Global Advisors
Florida
$353K
AR
418
Advisory Research
Illinois
$353K +$357K +5,825 New
Manulife (Manufacturers Life Insurance)
419
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351K -$28.6K -466 -7%
GWM
420
GSB Wealth Management
Connecticut
$345K
MYIA
421
Mount Yale Investment Advisors
Colorado
$344K +$225K +3,666 +182%
VDBMI
422
Van Den Berg Management I
Texas
$339K -$3.06K -50 -0.9%
RC
423
Roundview Capital
New Jersey
$338K +$3.68K +60 +1%
EGA
424
E&G Advisors
Texas
$337K
KFP
425
Keystone Financial Planning
Ohio
$334K -$755K -12,321 -69%