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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
451
Sound View Wealth Advisors Group
Georgia
$236K -$7.78K -150 -3%
PPSG
452
Princeton Portfolio Strategies Group
New Jersey
$229K
BHWM
453
Bay Harbor Wealth Management
Maryland
$228K +$40.6K +782 +22%
TAM
454
Trillium Asset Management
Massachusetts
$228K +$227K +4,382 New
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$225K
SFSG
456
Stearns Financial Services Group
North Carolina
$224K -$108K -2,073 -33%
WIM
457
Wittenberg Investment Management
Massachusetts
$224K
SWM
458
SeaCrest Wealth Management
New York
$223K -$3.01K -58 -1%
SCM
459
Sterling Capital Management
North Carolina
$223K +$10.5K +202 +5%
MWM
460
Meridian Wealth Management
Kentucky
$222K -$61K -1,177 -22%
Manulife (Manufacturers Life Insurance)
461
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221K
WFM
462
Wolff Financial Management
Michigan
$220K
JIR
463
James Investment Research
Ohio
$219K -$5.91K -114 -3%
FNBT
464
FineMark National Bank & Trust
Florida
$218K -$3.68K -71 -2%
SWA
465
Stratos Wealth Advisors
Ohio
$218K +$217K +4,193 New
IIC
466
Integrated Investment Consultants
Michigan
$211K +$211K +4,061 New
FFN
467
Focus Financial Network
Minnesota
$210K
CG
468
Colony Group
Massachusetts
$207K +$17.7K +342 +9%
VFM
469
Viking Fund Management
North Dakota
$203K
KA
470
Kovack Advisors
Florida
$203K +$203K +3,905 New
IA
471
IFP Advisors
Florida
$202K +$203K +3,906 New
CI
472
Capital Innovations
Wisconsin
$202K +$972K +18,740 +115%
PCG
473
Private Capital Group
Connecticut
$197K +$24.3K +468 +14%
UBS AM
474
UBS AM
Illinois
$190K +$2.96K +57 +2%
RCWMU
475
Rothschild & Co Wealth Management (UK)
United Kingdom
$187K -$187K -3,602 -50%