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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
451
Bard Financial Services
Connecticut
$314K – – –
JWS
452
Juncture Wealth Strategies
Arizona
$310K -$8.63K -142 -2%
BC
453
Burney Company
Virginia
$308K -$36.5K -600 -10%
AF
454
Allworth Financial
California
$308K +$69.5K +1,143 +28%
PSP
455
Principal Street Partners
Tennessee
$307K -$332K -5,452 -49%
DFG
456
Delta Financial Group
New Jersey
$307K -$38.2K -629 -10%
SF
457
Summit Financial
New Jersey
$307K +$337K +5,540 New
EA
458
Everpar Advisors
Oklahoma
$306K -$117K -1,925 -26%
APWM
459
Argonautica Private Wealth Management
Massachusetts
$306K +$24.9K +409 +8%
GWM
460
Geneos Wealth Management
Colorado
$305K +$16.8K +276 +5%
SPC
461
Sigma Planning Corp
Michigan
$302K -$59.2K -974 -15%
JIC
462
Johnson Investment Counsel
Ohio
$302K +$3.04K +50 +0.9%
HR
463
Hardy Reed
Mississippi
$302K -$41.1K -676 -11%
BBVA
464
Banco Bilbao Vizcaya Argentaria
Spain
$302K +$8.51K +140 +3%
JCM
465
Jacobi Capital Management
Pennsylvania
$300K -$33.4K -550 -9%
SC
466
Scotia Capital
Ontario, Canada
$299K +$334K +5,488 New
SOS
467
Silver Oak Securities
Tennessee
$296K +$331K +5,442 New
PS
468
Principal Securities
Iowa
$295K +$44.8K +737 +16%
SF
469
Symphony Financial
Texas
$295K -$3.89K -64 -1%
RS
470
R Squared
Hong Kong
$293K +$327K +5,380 New
NWWA
471
New Wave Wealth Advisors
Arkansas
$291K +$35.1K +577 +12%
KA
472
Kovack Advisors
Florida
$291K -$59.5K -979 -16%
CFA
473
Cahill Financial Advisors
Minnesota
$289K – – –
IAS
474
Insigneo Advisory Services
Florida
$289K -$197K -3,244 -38%
GIA
475
Gladstone Institutional Advisory
Florida
$288K -$29.4K -483 -8%
17 18
19
20 21