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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
426
HL Financial Services
Kentucky
$372K +$55.2K +880 +18%
ASN
427
Advisory Services Network
Georgia
$369K -$9.09K -145 -2%
RC
428
Roundview Capital
New Jersey
$369K +$9.4K +150 +3%
AC
429
Abbrea Capital
California
$368K -$32K -510 -8%
GWM
430
GSB Wealth Management
Connecticut
$367K
JIR
431
James Investment Research
Ohio
$361K -$19.2K -306 -5%
EGA
432
E&G Advisors
Texas
$359K
Bessemer Group
433
Bessemer Group
New Jersey
$359K +$95.5K +1,523 +38%
KeyBank National Association
434
KeyBank National Association
Ohio
$354K -$37.6K -600 -10%
IWP
435
Icon Wealth Partners
Texas
$353K -$174K -2,774 -34%
NGA
436
Naples Global Advisors
Florida
$352K -$23.5K -375 -6%
BA
437
BKS Advisors
Michigan
$351K
CAM
438
Concorde Asset Management
Michigan
$348K -$138K -2,209 -29%
Koshinski Asset Management
439
Koshinski Asset Management
Illinois
$342K +$333K +5,307 New
DMK
440
David M. Knott
$339K
MC
441
Miles Capital
Iowa
$335K -$217K -3,467 -40%
LWCFA
442
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$333K
CAM
443
Columbia Asset Management
Michigan
$333K +$12K +191 +4%
Chevy Chase Trust
444
Chevy Chase Trust
Maryland
$329K +$4.64K +74 +1%
LPC
445
Loeb Partners Corp
New York
$322K
VFM
446
Viking Fund Management
North Dakota
$322K +$62.7K +1,000 +25%
HIMCH
447
Hartford Investment Management Co (HIMCO)
Connecticut
$321K
CPA
448
Clear Perspective Advisors
Illinois
$319K
AT
449
Arden Trust
Delaware
$318K -$27.9K -445 -8%
JT
450
Jump Trading
Illinois
$316K +$307K +4,905 New