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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$383K -$56.3K -949 -13%
CCFM
427
Clear Creek Financial Management
Washington
$380K +$10K +169 +3%
EI
428
Ethic Inc
New York
$379K +$75K +1,264 +26%
PS
429
Principal Securities
Iowa
$377K +$40.1K +675 +12%
KA
430
Kovack Advisors
Florida
$372K -$24.3K -410 -6%
WPC
431
Wedmont Private Capital
Pennsylvania
$369K -$14.1K -237 -4%
BRWA
432
B. Riley Wealth Advisors
Florida
$368K +$356K +5,995 New
LG
433
Leuthold Group
Minnesota
$367K +$355K +5,982 New
HPC
434
HM Payson & Co
Maine
$366K +$16.6K +279 +5%
HNB
435
Huntington National Bank
Ohio
$365K +$772 +13 +0.2%
FWA
436
FSM Wealth Advisors
Ohio
$365K -$10.1K -170 -3%
MT
437
Midwest Trust
Kansas
$364K +$352K +5,937 New
FA
438
FDx Advisors
Illinois
$364K -$22.8K -384 -6%
1WA
439
180 Wealth Advisors
Washington
$364K +$2.73K +46 +0.8%
AFW
440
Atlantic Family Wealth
Florida
$362K +$350K +5,896 New
WF
441
WoodTrust Financial
Wisconsin
$361K – – –
CIA
442
Choate Investment Advisors
Massachusetts
$360K +$348K +5,859 New
IAS
443
Insigneo Advisory Services
Florida
$355K +$89.4K +1,506 +35%
TC
444
TownSquare Capital
Utah
$351K -$1.63M -27,424 -83%
P
445
Pitcairn
Pennsylvania
$348K -$140K -2,359 -29%
SF
446
Summit Financial
New Jersey
$345K -$3.74K -63 -1%
FIA
447
Foundations Investment Advisors
Arizona
$344K -$45.5K -767 -12%
HR
448
Hardy Reed
Mississippi
$340K – – –
EA
449
Everpar Advisors
Oklahoma
$338K -$54.5K -918 -14%
1IA
450
1620 Investment Advisors
Massachusetts
$337K +$17.6K +296 +6%
16 17
18
19 20