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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
401
Intercontinental Wealth Advisors
Texas
$317K -$747 -14 -0.2%
CAAS
402
Capital Asset Advisory Services
Michigan
$317K +$317K +5,951 New
TI
403
Telemetry Investments
New York
$316K – – –
BIP
404
Blueprint Investment Partners
North Carolina
$310K -$44K -825 -12%
KWM
405
Kingsview Wealth Management
Oregon
$308K -$28.2K -529 -8%
ACA
406
Aptus Capital Advisors
Alabama
$303K +$3.52K +66 +1%
LNC
407
Lincoln National Corp
Pennsylvania
$301K +$53.9K +1,010 +22%
MA
408
Mutual Advisors
Nebraska
$300K -$27.1K -508 -8%
CFB
409
Cullen/Frost Bankers
Texas
$300K +$10.4K +195 +4%
CFA
410
Cahill Financial Advisors
Minnesota
$296K -$2.08K -39 -0.7%
HAG
411
HighPoint Advisor Group
Illinois
$296K +$321K +6,025 New
FAG
412
Fortitude Advisory Group
Washington
$294K +$5.71K +107 +2%
MW
413
Marcum Wealth
Ohio
$293K +$29.9K +560 +11%
VCM
414
Violich Capital Management
California
$291K – – –
UB
415
UMB Bank
Missouri
$290K -$24.9K -467 -8%
BOH
416
Bank of Hawaii
Hawaii
$287K -$101K -1,890 -26%
AWM
417
Aries Wealth Management
Maine
$286K +$289K +5,426 New
HNB
418
Huntington National Bank
Ohio
$283K +$3.41K +64 +1%
KFS
419
Kurt F. Somerville
$283K +$3.57K +67 +1%
MCM
420
MAI Capital Management
Ohio
$281K +$285K +5,342 New
WIM
421
Wilen Investment Management
Florida
$276K – – –
DHFB
422
Dixon Hubard Feinour & Brown
Virginia
$273K – – –
EP
423
Eudaimonia Partners
Tennessee
$267K +$271K +5,072 New
CCM
424
Corsair Capital Management
New York
$263K +$267K +5,000 New
DFA
425
Delta Financial Advisors
Louisiana
$262K -$2.93K -55 -1%
15 16
17
18 19