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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
476
Carnegie Investment Counsel
Ohio
$247K
VWM
477
Venturi Wealth Management
Texas
$246K +$241K +4,418 New
PPSG
478
Princeton Portfolio Strategies Group
New Jersey
$245K
SWM
479
SeaCrest Wealth Management
New York
$242K -$21.5K -394 -8%
OFS
480
OneAscent Financial Services
Alabama
$242K +$237K +4,344 New
JIR
481
James Investment Research
Ohio
$241K -$87.4K -1,601 -27%
LWCFA
482
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K -$46.4K -850 -16%
WIM
483
Wittenberg Investment Management
Massachusetts
$240K
MCM
484
MAI Capital Management
Ohio
$239K +$233K +4,276 New
FNBT
485
FineMark National Bank & Trust
Florida
$238K +$10K +184 +5%
Manulife (Manufacturers Life Insurance)
486
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K +$232K +4,257 New
WFM
487
Wolff Financial Management
Michigan
$236K -$190K -3,487 -45%
FNT
488
First National Trust
Pennsylvania
$232K -$35.2K -645 -13%
ACM
489
Allred Capital Management
Texas
$229K -$1.64K -30 -0.7%
SCM
490
Sterling Capital Management
North Carolina
$228K +$223K +4,093 New
DIM
491
DC Investments Management
Virginia
$227K
FFN
492
Focus Financial Network
Minnesota
$226K
MAFM
493
Mid Atlantic Financial Management
Pennsylvania
$222K +$217K +3,975 New
VFM
494
Viking Fund Management
North Dakota
$218K
Cerity Partners
495
Cerity Partners
New York
$217K -$225K -4,124 -52%
SBA
496
Secrest Blakey & Associates
North Carolina
$217K
EWM
497
Empirical Wealth Management
Washington
$217K +$212K +3,883 New
LNC
498
Lincoln National Corp
Pennsylvania
$215K +$210K +3,851 New
BCM
499
BTC Capital Management
Iowa
$213K -$4.42K -81 -2%
WAS
500
WESPAC Advisors SoCal
California
$212K -$47.8K -875 -19%