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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$321K -$78.8K -1,375 -18%
OCG
427
Opus Capital Group
Ohio
$321K
Bank of Nova Scotia
428
Bank of Nova Scotia
Ontario, Canada
$313K +$286 +5 +0.1%
FBT
429
First Bankers Trust
Kentucky
$313K +$344K +6,000 New
KeyBank National Association
430
KeyBank National Association
Ohio
$312K +$26.8K +467 +8%
FI
431
Fosun International
China
$311K
CWM
432
Chesapeake Wealth Management
Virginia
$310K +$340K +5,935 New
CFA
433
Cahill Financial Advisors
Minnesota
$308K +$344 +6 +0.1%
AC
434
Abbrea Capital
California
$305K +$6.19K +108 +2%
GWM
435
GSB Wealth Management
Connecticut
$298K
Grantham, Mayo, Van Otterloo & Co (GMO)
436
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$297K -$613K -10,700 -65%
HFS
437
HL Financial Services
Kentucky
$297K -$4.41K -77 -1%
ASN
438
Advisory Services Network
Georgia
$295K -$4.53K -79 -1%
AIP
439
Ahrens Investment Partners
Louisiana
$294K -$86.2K -1,505 -21%
BOPW
440
Brandywine Oak Private Wealth
Pennsylvania
$294K +$324K +5,648 New
EGA
441
E&G Advisors
Texas
$291K
MC
442
Miles Capital
Iowa
$291K +$22.1K +386 +7%
HTC
443
Haverford Trust Company
Pennsylvania
$285K -$37.6K -657 -11%
BA
444
BKS Advisors
Michigan
$285K
Bessemer Group
445
Bessemer Group
New Jersey
$276K -$16.4K -286 -5%
APA
446
American Portfolios Advisors
New York
$275K +$138K +2,400 +84%
DMK
447
David M. Knott
$274K
GLA
448
Good Life Advisors
Pennsylvania
$272K +$298K +5,208 New
LWCFA
449
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K
IWP
450
Icon Wealth Partners
Texas
$268K -$19.8K -346 -6%