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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
401
Delta Financial Group
New Jersey
$414K +$373K +6,535 New
SPIA
402
Steward Partners Investment Advisory
New York
$412K +$105K +1,842 +38%
BS
403
Boenning & Scattergood
Pennsylvania
$411K -$40.1K -703 -8%
MPPW
404
Mitchell & Pahl Private Wealth
Oklahoma
$408K -$18.7K -328 -5%
PWPS
405
Pinnacle Wealth Planning Services
Ohio
$408K -$9.93K -174 -3%
EFS
406
Essex Financial Services
Connecticut
$407K – – –
LNC
407
Lincoln National Corp
Pennsylvania
$402K +$10.2K +179 +3%
GLA
408
Good Life Advisors
Pennsylvania
$401K -$4K -70 -1%
CWP
409
Curated Wealth Partners
California
$395K -$42.8K -750 -11%
CBFP
410
Cedar Brook Financial Partners
Ohio
$395K +$363K +6,360 New
PPG
411
Peak Planning Group
Colorado
$394K -$2.74K -48 -0.8%
IWA
412
Icon Wealth Advisors
Texas
$384K -$41.7K -731 -11%
RWMG
413
Redwood Wealth Management Group
New Jersey
$381K +$351K +6,142 New
HNB
414
Huntington National Bank
Ohio
$377K +$84.7K +1,484 +32%
CFB
415
Cullen/Frost Bankers
Texas
$376K -$18.1K -317 -5%
MW
416
Marcum Wealth
Ohio
$376K +$14.6K +255 +4%
BFS
417
Bard Financial Services
Connecticut
$373K -$28.5K -500 -8%
IWA
418
Intercontinental Wealth Advisors
Texas
$371K -$2.17K -38 -0.6%
SFO
419
Stokes Family Office
Louisiana
$370K -$16.8K -295 -5%
AWM
420
Aries Wealth Management
Maine
$369K +$5.14K +90 +2%
NB
421
Northwest Bancshares
Pennsylvania
$368K -$3.71K -65 -1%
HWM
422
HB Wealth Management
Georgia
$367K +$51K +894 +18%
NL
423
NWAM LLC
Washington
$360K -$6.28K -110 -2%
JWS
424
Juncture Wealth Strategies
Arizona
$352K -$263K -4,600 -45%
GAA
425
Global Assets Advisory
Florida
$349K +$321K +5,623 New
15 16
17
18 19