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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
APP
401
Avantax Planning Partners
Iowa
$546K +$156K +2,386 +43%
DAS
402
Diversify Advisory Services
Utah
$546K +$513K +7,828 New
AWA
403
Aaron Wealth Advisors
Illinois
$543K +$309K +4,712 +148%
AP
404
Americana Partners
Texas
$543K +$45.1K +687 +10%
EWM
405
EPG Wealth Management
Georgia
$543K +$51.6K +786 +11%
S
406
Sunpointe
Missouri
$537K -$34.2K -522 -6%
IAIM
407
International Assets Investment Management
Florida
$526K -$32.5M -495,857 -99%
ACA
408
Aptus Capital Advisors
Alabama
$524K +$58.4K +891 +13%
BC
409
Burney Company
Virginia
$523K -$200K -3,048 -29%
CIA
410
Cohen Investment Advisors
New Hampshire
$522K -$26.9K -410 -5%
AHL
411
Abel Hall LLC
Louisiana
$521K -$131 -2 -0%
SWM
412
Spire Wealth Management
Virginia
$518K -$56K -854 -10%
GI
413
Gradient Investments
Minnesota
$517K +$14.2K +216 +3%
SRC
414
Sage Rhino Capital
California
$517K +$19.7K +300 +4%
Millennium Management
415
Millennium Management
New York
$516K -$2.07M -31,544 -81%
IAA
416
Independent Advisor Alliance
North Carolina
$512K +$40.5K +618 +9%
HWM
417
HB Wealth Management
Georgia
$510K +$77.5K +1,181 +19%
AWM
418
Aries Wealth Management
Maine
$507K
PP
419
PDS Planning
Ohio
$506K +$33.2K +506 +7%
TPI
420
Trust Point Inc
Wisconsin
$505K +$73.7K +1,123 +18%
PCIA
421
Prime Capital Investment Advisors
Kansas
$501K
LI
422
Louisbourg Investments
New Brunswick, Canada
$498K +$475K +7,240 New
EFS
423
Essex Financial Services
Connecticut
$494K +$787 +12 +0.2%
BPC
424
Banque Pictet & Cie
Switzerland
$490K
CC
425
Callan Capital
California
$484K +$187K +2,844 +68%