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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
401
Advisory Services Network
Georgia
$752K +$74.2K +1,173 +11%
RS
402
R Squared
Hong Kong
$750K -$460K -7,279 -39%
ACM
403
Argyle Capital Management
Pennsylvania
$746K +$101K +1,600 +16%
VFA
404
Valeo Financial Advisors
Indiana
$744K +$60.4K +956 +9%
PGF
405
Plan Group Financial
Oklahoma
$744K +$719K +11,375 New
LTAS
406
Linden Thomas Advisory Services
North Carolina
$740K +$37.8K +598 +6%
EWA
407
EP Wealth Advisors
California
$727K +$702K +11,110 New
HAG
408
HighPoint Advisor Group
Illinois
$726K +$632 +10 +0.1%
BNP Paribas Financial Markets
409
BNP Paribas Financial Markets
France
$712K -$1.97M -31,120 -74%
BHPW
410
Beverly Hills Private Wealth
California
$698K -$27.7K -438 -4%
IWC
411
Integrated Wealth Concepts
Massachusetts
$697K -$311K -4,926 -32%
DWT
412
Dorsey & Whitney Trust
South Dakota
$691K +$122K +1,923 +22%
ISWM
413
Independent Solutions Wealth Management
New York
$685K
MOS
414
MGO One Seven
Ohio
$681K +$8.66K +137 +1%
BTI
415
Blue Trust Inc
Georgia
$681K -$60.3K -953 -8%
EH
416
Equitable Holdings
New York
$681K +$199K +3,148 +43%
JIC
417
Joel Isaacson & Co
New York
$672K +$41.2K +651 +7%
RSWM
418
Robertson Stephens Wealth Management
California
$661K -$17.8K -282 -3%
APWM
419
Argonautica Private Wealth Management
Massachusetts
$660K +$207K +3,281 +48%
PCC
420
Park Circle Company
Maryland
$654K
LCGC
421
Legacy Capital Group California
California
$654K -$1.64K -26 -0.3%
OC
422
Oppenheimer & Co
New York
$644K +$239K +3,781 +62%
CC
423
Courier Capital
New York
$642K -$114K -1,800 -15%
EWM
424
EPG Wealth Management
Georgia
$635K -$17.3K -274 -3%
VCP
425
Verus Capital Partners
Arizona
$634K +$26.6K +420 +5%