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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
476
TrustCore Financial Services
Tennessee
$205K +$89.9K +1,700 +85%
CT
477
Caldwell Trust
Florida
$204K +$195K +3,694 New
FLI
478
Family Legacy Inc
South Carolina
$203K +$192K +3,630 New
LSAG
479
Lake Street Advisors Group
New Hampshire
$202K +$193K +3,653 New
CB
480
Commerce Bank
Missouri
$202K +$193K +3,656 New
OCG
481
Opus Capital Group
Ohio
$202K +$193K +3,660 New
RCWMU
482
Rothschild & Co Wealth Management (UK)
United Kingdom
$199K – – –
RBC
483
Roble Belko & Company
Pennsylvania
$186K +$178K +3,370 New
FIB
484
First Interstate Bank
Montana
$184K – – –
AA
485
AlphaMark Advisors
Kentucky
$182K – – –
MRCM
486
M&R Capital Management
New Jersey
$181K – – –
MWA
487
Meridian Wealth Advisors
Texas
$180K +$173K +3,263 New
FHA
488
Flagship Harbor Advisors
Massachusetts
$178K -$338K -6,390 -67%
JIR
489
James Investment Research
Ohio
$168K -$61.9K -1,171 -28%
LC
490
Lindbrook Capital
California
$166K -$11.6K -219 -7%
EP
491
Eudaimonia Partners
Tennessee
$163K +$156K +2,954 New
BFEC
492
Benjamin F. Edwards & Company
Missouri
$162K -$19K -360 -11%
DMK
493
David M. Knott
$159K – – –
CCMIC
494
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$156K +$150K +2,830 New
AIS
495
Accurate Investment Solutions
Pennsylvania
$155K +$123K +2,320 +474%
RCA
496
Ranch Capital Advisors
Florida
$147K -$687 -13 -0.5%
CAL
497
Capital Analysts LLC
Pennsylvania
$123K +$211 +4 +0.2%
CIA
498
CSat Investment Advisory
Michigan
$119K +$113K +2,145 New
CHA
499
Carmichael Hill & Associates
Maryland
$118K +$112K +2,125 New
WWM
500
Willingdon Wealth Management
North Carolina
$113K +$38.5K +729 +55%
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