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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K
WIM
452
Wittenberg Investment Management
Massachusetts
$238K
SWM
453
SeaCrest Wealth Management
New York
$237K
WFM
454
Wolff Financial Management
Michigan
$234K
IA
455
IFP Advisors
Florida
$232K +$16.5K +313 +8%
EGM
456
Engineers Gate Manager
New York
$232K +$222K +4,200 New
RIA
457
Regal Investment Advisors
Michigan
$231K +$221K +4,174 New
SSG
458
Summit Securities Group
New York
$227K +$217K +4,100 New
SS
459
Simplicity Solutions
Minnesota
$224K -$597K -11,285 -74%
SFSG
460
Stearns Financial Services Group
North Carolina
$224K -$12.7K -241 -6%
FNBT
461
FineMark National Bank & Trust
Florida
$221K -$10K -190 -5%
BCM
462
BTC Capital Management
Iowa
$217K +$206K +3,904 New
PAS
463
Park Avenue Securities
New York
$216K -$147K -2,788 -42%
VFM
464
Viking Fund Management
North Dakota
$216K
FFN
465
Focus Financial Network
Minnesota
$216K -$4.86K -92 -2%
NGA
466
Naples Global Advisors
Florida
$214K -$51.5K -975 -20%
CG
467
Colony Group
Massachusetts
$214K -$5.23K -99 -2%
CFS
468
CRA Financial Services
New Jersey
$213K +$203K +3,846 New
SWM
469
Sculati Wealth Management
Michigan
$213K +$204K +3,850 New
GEA
470
Glen Eagle Advisors
New Jersey
$212K +$55.3K +1,046 +38%
Manulife (Manufacturers Life Insurance)
471
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210K
SBA
472
Secrest Blakey & Associates
North Carolina
$210K +$201K +3,800 New
WAS
473
WESPAC Advisors SoCal
California
$209K +$200K +3,775 New
Cerity Partners
474
Cerity Partners
New York
$208K -$164K -3,094 -45%
ECA
475
Elevated Capital Advisors
Utah
$207K +$198K +3,746 New