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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
476
Valeo Financial Advisors
Indiana
$787K +$71.5K +808 +9%
TAFW
477
Tred Avon Family Wealth
Maryland
$786K -$3.54K -40 -0.4%
EWA
478
EP Wealth Advisors
California
$783K +$47.3K +535 +6%
PBT
479
Pictet Bank & Trust
Bahamas
$782K +$194K +2,188 +28%
AMIM
480
Aull & Monroe Investment Management
Alabama
$779K -$884 -10 -0.1%
PCC
481
Park Circle Company
Maryland
$778K – – –
CC
482
Climber Capital
Switzerland
$772K -$511K -5,780 -36%
PA
483
Parallel Advisors
California
$740K +$103K +1,162 +14%
RCAG
484
Rehmann Capital Advisory Group
Michigan
$736K -$14.7K -166 -2%
PFM
485
Privium Fund Management
Netherlands
$729K +$948K +10,723 New
Brown Advisory
486
Brown Advisory
Maryland
$728K +$77.8K +880 +10%
EH
487
Equitable Holdings
New York
$720K -$694K -7,849 -46%
Balyasny Asset Management
488
Balyasny Asset Management
Illinois
$716K +$815K +9,212 New
S
489
SimplyRich
California
$712K +$99.6K +1,126 +14%
CA
490
Crumly & Associates
Illinois
$704K +$5.39K +61 +0.7%
MCM
491
MAI Capital Management
Ohio
$700K +$286K +3,237 +56%
EWS
492
Evergreen Wealth Solutions
Pennsylvania
$697K +$103K +1,167 +17%
TWP
493
Triad Wealth Partners
Kansas
$697K +$156K +1,766 +28%
LCGC
494
Legacy Capital Group California
California
$689K -$11.9K -135 -2%
GI
495
GAMMA Investing
California
$686K -$9.73K -110 -1%
OP
496
Oslo Pensjonsforsikring
$678K +$771K +8,717 New
PGF
497
Plan Group Financial
Oklahoma
$671K -$451K -5,100 -37%
AIM
498
Advyzon Investment Management
Illinois
$668K +$91.3K +1,032 +14%
BTI
499
Blue Trust Inc
Georgia
$667K +$12.5K +141 +2%
ST
500
Sageworth Trust
Pennsylvania
$663K -$699K -7,907 -48%