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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$61K – – –
ZB
402
Zions Bancorporation
Utah
$60K -$11.4K -309 -17%
IA
403
IFP Advisors
Florida
$59K -$34.4K -930 -38%
TFGT
404
TS Financial Group (TSFG)
Illinois
$58K – – –
HWA
405
HHM Wealth Advisors
Tennessee
$55K -$15.5K -419 -23%
PA
406
Parallel Advisors
California
$55K -$14.2K -384 -21%
CA
407
Crewe Advisors
Utah
$54K +$52.1K +1,406 New
GRP
408
Global Retirement Partners
California
$53K +$16K +431 +46%
WCG
409
Weaver Consulting Group
California
$52K +$32K +865 +176%
GCM
410
Gables Capital Management
Florida
$50K – – –
TFS
411
TrustCore Financial Services
Tennessee
$50K – – –
SGAM
412
Smith Group Asset Management
Texas
$50K +$7.78K +210 +19%
CB
413
Community Bank
New York
$49K – – –
SFPG
414
Stonebridge Financial Planning Group
Florida
$49K – – –
RWB
415
RMR Wealth Builders
New Jersey
$47K +$45.6K +1,231 New
AssetMark Inc
416
AssetMark Inc
California
$46K -$103K -2,778 -70%
PWP
417
Principle Wealth Partners
Connecticut
$45K +$43.5K +1,175 New
CT
418
Caldwell Trust
Florida
$44.2K -$64.6K -1,744 -60%
Toronto Dominion Bank
419
Toronto Dominion Bank
Ontario, Canada
$40K -$1.3K -35 -3%
IBOK
420
Independence Bank of Kentucky
Kentucky
$40K +$11.1K +300 +40%
TCOV
421
Trust Company of Vermont
Vermont
$38K -$39.2K -1,058 -51%
FBT
422
First Bank & Trust
South Dakota
$38K -$22.8K -615 -38%
CA
423
Clearstead Advisors
Ohio
$38K – – –
FWM
424
Focused Wealth Management
New York
$38K – – –
ST
425
Sageworth Trust
Pennsylvania
$38K +$37K +1,000 New