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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Mission Wealth Management
California
$319K
APA
402
American Portfolios Advisors
New York
$317K -$22.4K -432 -7%
RMDI
403
R.M. Davis Inc
Maine
$316K -$25.6K -494 -8%
MHIM
404
MacNealy Hoover Investment Management
Ohio
$315K
BFIM
405
Beese Fulmer Investment Management
Ohio
$315K +$315K +6,065 New
CA
406
Capital Advantage
California
$315K +$315K +6,066 New
WA
407
Wambolt & Associates
Colorado
$313K -$24.3K -469 -7%
CFA
408
Cahill Financial Advisors
Minnesota
$313K +$4.93K +95 +2%
FI
409
Fosun International
China
$309K
KeyBank National Association
410
KeyBank National Association
Ohio
$306K -$20.9K -403 -6%
EFS
411
Essex Financial Services
Connecticut
$300K -$52.9K -1,020 -15%
CGL
412
Clarius Group LLC
Washington
$298K +$24.3K +469 +9%
GWM
413
GSB Wealth Management
Connecticut
$297K
PWMAG
414
Pinnacle Wealth Management Advisory Group
New Jersey
$297K +$12.7K +245 +4%
BOPW
415
Brandywine Oak Private Wealth
Pennsylvania
$296K +$18.3K +352 +7%
ECM
416
ExodusPoint Capital Management
New York
$294K -$781K -15,068 -73%
SDIC
417
South Dakota Investment Council
South Dakota
$291K -$1.01M -19,545 -78%
HFP
418
Holistic Financial Partners
Indiana
$290K +$49.7K +959 +21%
CAC
419
Cowen and Company
New York
$289K +$289K +5,566 New
WAM
420
Wealthspire Advisors (Maryland)
Maryland
$287K -$13.5K -261 -5%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$287K -$85.8K -1,654 -23%
CPA
422
Clear Perspective Advisors
Illinois
$285K
AIC
423
Ameritas Investment Company
Nebraska
$284K +$89.1K +1,718 +46%
PCM
424
Parsons Capital Management
Rhode Island
$280K -$14.4K -277 -5%
EGA
425
E&G Advisors
Texas
$280K