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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
451
Johnson Investment Counsel
Ohio
$337K
SGA
452
Strategic Global Advisors
California
$334K +$37.5K +632 +13%
CCM
453
Coldstream Capital Management
Washington
$332K +$35K +590 +12%
GIA
454
Gladstone Institutional Advisory
Florida
$329K +$2.61K +44 +0.8%
AF
455
Advisornet Financial
Minnesota
$329K +$12.5K +211 +4%
SWM
456
Spire Wealth Management
Virginia
$328K -$3.68K -62 -1%
CFA
457
Cahill Financial Advisors
Minnesota
$326K
Focus Partners Wealth
458
Focus Partners Wealth
Massachusetts
$324K -$1.67M -28,213 -84%
GM
459
GeoWealth Management
Illinois
$323K -$49K -826 -14%
KCM
460
Kathmere Capital Management
Pennsylvania
$320K +$33.1K +557 +12%
RCA
461
Resonant Capital Advisors
Wisconsin
$319K -$63K -1,062 -17%
TWM
462
Tradition Wealth Management
Minnesota
$318K -$114K -1,924 -27%
SCP
463
Sivia Capital Partners
California
$315K +$45.9K +774 +18%
RFC
464
Regions Financial Corp
Alabama
$314K +$48.2K +812 +19%
JIC
465
Joel Isaacson & Co
New York
$312K
APWA
466
Atlas Private Wealth Advisors
New Jersey
$309K
GRP
467
Global Retirement Partners
California
$308K +$298K +5,023 New
SFI
468
SPC Financial Inc
Maryland
$303K +$59.3K +1,000 +25%
KFS
469
Kurt F. Somerville
$301K
FWIA
470
Fort Washington Investment Advisors
Ohio
$300K
CI
471
Cambiar Investors
Colorado
$300K -$13.6M -228,641 -98%
CWM
472
Cordatus Wealth Management
Pennsylvania
$299K +$289K +4,876 New
AWS
473
Atria Wealth Solutions
New York
$299K -$6.29K -106 -2%
JF
474
Jump Financial
Illinois
$297K -$299K -5,031 -51%
AWM
475
Aprio Wealth Management
Georgia
$297K -$217K -3,658 -43%