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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
426
NWAM LLC
Washington
$257K +$9.01K +169 +3%
WF
427
WoodTrust Financial
Wisconsin
$255K – – –
9WM
428
9258 Wealth Management
Ohio
$255K +$259K +4,848 New
IFWM
429
Institute for Wealth Management
Colorado
$254K +$3.09K +58 +1%
1IA
430
1620 Investment Advisors
Massachusetts
$252K -$569K -10,677 -69%
CA
431
Cetera Advisors
Colorado
$250K +$10.3K +193 +4%
GAA
432
Global Assets Advisory
Florida
$250K +$270K +5,056 New
LWM
433
Laidlaw Wealth Management
New York
$246K +$249K +4,666 New
SFG
434
SevenBridge Financial Group
Pennsylvania
$244K +$247K +4,628 New
SC
435
Sierra Capital
Florida
$243K +$1.55K +29 +0.6%
DG
436
DMC Group
Alabama
$242K +$13K +244 +6%
IC
437
IEQ Capital
California
$242K +$246K +4,606 New
AL
438
Aspiriant LLC
California
$241K – – –
MGI
439
MayTech Global Investments
New York
$241K – – –
CSPIA
440
Cary Street Partners Investment Advisory
Virginia
$241K +$244K +4,577 New
BOPW
441
Brandywine Oak Private Wealth
Pennsylvania
$239K +$23.7K +444 +11%
SW
442
SVB Wealth
Massachusetts
$238K +$241K +4,517 New
BP
443
Ballentine Partners
Massachusetts
$235K -$25K -469 -9%
MHR
444
Matthew Hamilton Rosenberg
$233K – – –
WWM
445
Western Wealth Management
Colorado
$233K +$237K +4,447 New
FFWA
446
FRG Family Wealth Advisors
Washington
$232K – – –
RWA
447
Redhawk Wealth Advisors
Minnesota
$232K +$235K +4,405 New
FNT
448
First Nebraska Trust
Nebraska
$232K -$13K -244 -5%
IC
449
Intersect Capital
California
$230K +$3.68K +69 +2%
MCM
450
Manchester Capital Management
Vermont
$230K +$233K +4,370 New
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