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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
451
HM Payson & Co
Maine
$368K +$134K +2,226 +64%
BC
452
Burney Company
Virginia
$366K +$543 +9 +0.2%
PSP
453
Principal Street Partners
Tennessee
$365K – – –
SF
454
Summit Financial
New Jersey
$362K +$3.26K +54 +1%
BCM
455
Barometer Capital Management
Ontario, Canada
$362K -$217K -3,589 -39%
MCM
456
MAI Capital Management
Ohio
$361K +$56.6K +939 +20%
HR
457
Hardy Reed
Mississippi
$358K – – –
OC
458
Oppenheimer & Co
New York
$357K +$33.6K +557 +11%
SC
459
Scotia Capital
Ontario, Canada
$357K +$1.39K +23 +0.4%
JIC
460
Johnson Investment Counsel
Ohio
$355K -$3.02K -50 -0.9%
DFG
461
Delta Financial Group
New Jersey
$354K – – –
SWM
462
Spire Wealth Management
Virginia
$350K -$92.2K -1,528 -22%
WPC
463
Wedmont Private Capital
Pennsylvania
$345K +$8.69K +144 +2%
GIA
464
Gladstone Institutional Advisory
Florida
$344K +$1.99K +33 +0.6%
CFA
465
Cahill Financial Advisors
Minnesota
$343K – – –
1IA
466
1620 Investment Advisors
Massachusetts
$336K -$2.11K -35 -0.7%
AF
467
Advisornet Financial
Minnesota
$333K +$16.7K +276 +6%
WSFS
468
Wilmington Savings Fund Society
Delaware
$330K +$13K +215 +4%
JIC
469
Joel Isaacson & Co
New York
$328K +$44.9K +744 +17%
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$327K -$25.1K -416 -8%
APWA
471
Atlas Private Wealth Advisors
New Jersey
$326K – – –
JCM
472
Jacobi Capital Management
Pennsylvania
$326K -$27.9K -462 -8%
AWS
473
Atria Wealth Solutions
New York
$322K -$459K -7,612 -61%
EWA
474
EverSource Wealth Advisors
Alabama
$321K +$80.5K +1,334 +37%
EH
475
Equitable Holdings
New York
$321K -$1.87K -31 -0.6%
17 18
19
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