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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
451
Sowell Financial Services
Arkansas
$241K -$120K -2,263 -34%
PCM
452
Parsons Capital Management
Rhode Island
$240K -$55.5K -1,050 -19%
APA
453
American Portfolios Advisors
New York
$240K -$93.3K -1,765 -29%
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K – – –
WIM
455
Wittenberg Investment Management
Massachusetts
$238K – – –
SWM
456
SeaCrest Wealth Management
New York
$237K – – –
WFM
457
Wolff Financial Management
Michigan
$234K – – –
IA
458
IFP Advisors
Florida
$232K +$16.5K +313 +8%
EGM
459
Engineers Gate Manager
New York
$232K +$222K +4,200 New
RIA
460
Regal Investment Advisors
Michigan
$231K +$221K +4,174 New
SSG
461
Summit Securities Group
New York
$227K +$217K +4,100 New
SS
462
Simplicity Solutions
Minnesota
$224K -$597K -11,285 -74%
SFSG
463
Stearns Financial Services Group
North Carolina
$224K -$12.7K -241 -6%
FNBT
464
FineMark National Bank & Trust
Florida
$221K -$10K -190 -5%
BCM
465
BTC Capital Management
Iowa
$217K +$206K +3,904 New
PAS
466
Park Avenue Securities
New York
$216K -$147K -2,788 -42%
VFM
467
Viking Fund Management
North Dakota
$216K – – –
FFN
468
Focus Financial Network
Minnesota
$216K -$4.86K -92 -2%
NGA
469
Naples Global Advisors
Florida
$214K -$51.5K -975 -20%
CG
470
Colony Group
Massachusetts
$214K -$5.23K -99 -2%
CFS
471
CRA Financial Services
New Jersey
$213K +$203K +3,846 New
SWM
472
Sculati Wealth Management
Michigan
$213K +$204K +3,850 New
GEA
473
Glen Eagle Advisors
New Jersey
$212K +$55.3K +1,046 +38%
Manulife (Manufacturers Life Insurance)
474
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210K – – –
SBA
475
Secrest Blakey & Associates
North Carolina
$210K +$201K +3,800 New