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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
426
Douglass Winthrop Advisors
New York
$382K
AFW
427
Atlantic Family Wealth
Florida
$381K +$29.8K +483 +8%
BRWA
428
B. Riley Wealth Advisors
Florida
$378K +$20.6K +335 +6%
EI
429
Ethic Inc
New York
$377K +$9.55K +155 +3%
KCM
430
Kathmere Capital Management
Pennsylvania
$376K +$67K +1,087 +21%
PA
431
Procyon Advisors
Connecticut
$373K -$165K -2,669 -30%
JCM
432
J2 Capital Management
Michigan
$372K -$2.47K -40 -0.6%
AF
433
Advisornet Financial
Minnesota
$372K +$53.5K +868 +16%
CCFM
434
Clear Creek Financial Management
Washington
$369K
HR
435
Hardy Reed
Mississippi
$369K +$39.5K +641 +12%
1WA
436
180 Wealth Advisors
Washington
$369K +$15.2K +247 +4%
RCA
437
Resonant Capital Advisors
Wisconsin
$368K +$58.3K +946 +18%
RFC
438
Regions Financial Corp
Alabama
$363K +$60.2K +976 +19%
OC
439
Oppenheimer & Co
New York
$362K -$638K -10,355 -63%
HSBC Holdings
440
HSBC Holdings
United Kingdom
$361K -$49.6K -804 -12%
LG
441
Leuthold Group
Minnesota
$357K
IAS
442
Insigneo Advisory Services
Florida
$357K +$12.3K +199 +3%
WPC
443
Wedmont Private Capital
Pennsylvania
$356K +$5.79K +94 +2%
SGA
444
Strategic Global Advisors
California
$353K +$30K +486 +9%
EWM
445
Empirical Wealth Management
Washington
$352K +$147K +2,387 +68%
SC
446
Syon Capital
California
$349K +$93.9K +1,523 +35%
APP
447
Avantax Planning Partners
Iowa
$348K -$25.6K -416 -7%
CGL
448
Clarius Group LLC
Washington
$347K -$172K -2,796 -33%
CCM
449
Coldstream Capital Management
Washington
$345K +$22.7K +369 +7%
HNB
450
Huntington National Bank
Ohio
$345K -$11K -178 -3%