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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$376K -$107K -1,762 -21%
CCA
402
Childress Capital Advisors
Texas
$375K
FIA
403
Foundations Investment Advisors
Arizona
$374K -$110K -1,822 -22%
State Street
404
State Street
Massachusetts
$371K -$673K -11,127 -64%
HFM
405
Hartford Funds Management
Pennsylvania
$368K +$39.5K +652 +11%
PP
406
PDS Planning
Ohio
$366K -$1.39K -23 -0.4%
JIC
407
Johnson Investment Counsel
Ohio
$358K +$162K +2,683 +76%
PPG
408
Peak Planning Group
Colorado
$356K -$6.17K -102 -2%
MCM
409
MAI Capital Management
Ohio
$355K -$5.39K -89 -1%
AWM
410
Aries Wealth Management
Maine
$349K
SWM
411
Spire Wealth Management
Virginia
$347K +$12K +199 +3%
IWM
412
IHT Wealth Management
Illinois
$347K -$192K -3,173 -35%
SDIC
413
South Dakota Investment Council
South Dakota
$346K -$139K -2,300 -28%
MPPW
414
Mitchell & Pahl Private Wealth
Oklahoma
$344K -$21.7K -358 -6%
AIA
415
Angeles Investment Advisors
California
$340K +$6.54K +108 +2%
NB
416
Northwest Bancshares
Pennsylvania
$339K -$3.27K -54 -0.9%
CBFP
417
Cedar Brook Financial Partners
Ohio
$339K -$25.3K -418 -7%
IWP
418
Icon Wealth Partners
Texas
$338K -$10K -166 -3%
FWIA
419
Fort Washington Investment Advisors
Ohio
$338K -$69.3K -1,146 -16%
ACA
420
Aptus Capital Advisors
Alabama
$337K -$2.12K -35 -0.6%
GIA
421
Gladstone Institutional Advisory
Florida
$337K +$354K +5,845 New
BPA
422
Beacon Pointe Advisors
California
$333K -$2.95M -48,753 -89%
IWA
423
Intercontinental Wealth Advisors
Texas
$332K -$6.84K -113 -2%
BFS
424
Bard Financial Services
Connecticut
$332K -$15.1K -250 -4%
CFA
425
Cahill Financial Advisors
Minnesota
$330K -$3.39K -56 -1%