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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
401
Banque Pictet & Cie
Switzerland
$390K – – –
CA
402
Claro Advisors
Massachusetts
$388K -$20.5K -368 -5%
BCP
403
Berkeley Capital Partners
Georgia
$388K +$388K +6,970 New
RCAG
404
Rehmann Capital Advisory Group
Michigan
$387K +$23.3K +418 +6%
RMDI
405
R.M. Davis Inc
Maine
$383K -$17.5K -315 -4%
EFS
406
Essex Financial Services
Connecticut
$378K -$1.67K -30 -0.4%
IFWM
407
Institute for Wealth Management
Colorado
$372K -$468K -8,412 -56%
IWM
408
IHT Wealth Management
Illinois
$372K -$190K -3,420 -34%
FA
409
Fagan Associates
New York
$369K – – –
BJL
410
Brighton Jones LLC
Washington
$369K +$368K +6,622 New
CP
411
Covenant Partners
Tennessee
$365K +$365K +6,561 New
WA
412
WealthTrust Axiom
Pennsylvania
$362K – – –
CA
413
Capital Advantage
California
$360K +$4.06K +73 +1%
LF
414
Lantz Financial
Illinois
$360K +$360K +6,477 New
APA
415
American Portfolios Advisors
New York
$358K +$64.8K +1,164 +22%
CAM
416
Cozad Asset Management
Illinois
$358K – – –
OWA
417
Outlook Wealth Advisors
Texas
$355K -$455K -8,185 -56%
AF
418
Advisornet Financial
Minnesota
$355K – – –
FAIM
419
Financial Advocates Investment Management
Washington
$354K -$32.3K -581 -8%
MWM
420
Mission Wealth Management
California
$347K +$2.5K +45 +0.7%
ASN
421
Advisory Services Network
Georgia
$346K +$30.8K +554 +10%
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$344K +$2K +36 +0.6%
OCG
423
Opus Capital Group
Ohio
$342K – – –
NGA
424
Naples Global Advisors
Florida
$342K +$4.84K +87 +1%
WIC
425
Whitegate Investment Counselors
New Hampshire
$338K -$25K -450 -7%
15 16
17
18 19