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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Mission Wealth Management
California
$342K -$5.19K -95 -2%
FPS
427
Fieldpoint Private Securities
Connecticut
$339K +$6.71K +123 +2%
AIM
428
Axiom Investment Management
New York
$339K +$71.6K +1,311 +27%
IWM
429
IHT Wealth Management
Illinois
$338K -$34.6K -634 -9%
MHIM
430
MacNealy Hoover Investment Management
Ohio
$338K – – –
FI
431
Fosun International
China
$334K – – –
CFA
432
Cahill Financial Advisors
Minnesota
$330K +$328 +6 +0.1%
NGA
433
Naples Global Advisors
Florida
$328K -$13.6K -250 -4%
IWP
434
Icon Wealth Partners
Texas
$327K +$23K +422 +8%
WAM
435
Wealthspire Advisors (Maryland)
Maryland
$322K -$22.2K -407 -7%
GWM
436
GSB Wealth Management
Connecticut
$318K – – –
WIC
437
Whitegate Investment Counselors
New Hampshire
$316K -$21.8K -400 -7%
PCM
438
Parsons Capital Management
Rhode Island
$316K -$10.6K -194 -3%
SRC
439
Sage Rhino Capital
California
$312K +$14.1K +258 +5%
ACM
440
AlphaStar Capital Management
North Carolina
$309K +$302K +5,533 New
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$305K -$87.4K -1,600 -23%
MWM
442
Meridian Wealth Management
Kentucky
$304K +$24.7K +453 +9%
EGA
443
E&G Advisors
Texas
$301K -$1.36K -25 -0.5%
BOPW
444
Brandywine Oak Private Wealth
Pennsylvania
$298K -$4.8K -88 -2%
DMK
445
David M. Knott
$294K – – –
CGL
446
Clarius Group LLC
Washington
$294K +$288K +5,268 New
MC
447
Miles Capital
Iowa
$293K -$22.1K -404 -7%
HIMCH
448
Hartford Investment Management Co (HIMCO)
Connecticut
$291K – – –
HAG
449
HighPoint Advisor Group
Illinois
$288K +$23.6K +433 +9%
CPA
450
Clear Perspective Advisors
Illinois
$285K – – –
16 17
18
19 20