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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
476
Kings Point Capital Management
New York
$10K -$3.33K -74 -21%
ARMC
477
American Research & Management Company
Massachusetts
$10K – – –
TJHA
478
Thomas J. Herzfeld Advisors
Florida
$10K – – –
MWM
479
MBE Wealth Management
Wisconsin
$10K +$12.5K +277 New
WPA
480
West Paces Advisors
Georgia
$9.68K – – –
FRA
481
Front Row Advisors
California
$9K -$7.87K -175 -40%
MF
482
Manchester Financial
California
$9K – – –
Harel Insurance Investments & Financial Services
483
Harel Insurance Investments & Financial Services
Israel
$8K – – –
RDWM
484
Red Door Wealth Management
Tennessee
$8K +$9.76K +217 New
GAM
485
Gemmer Asset Management
California
$8K +$9.85K +219 New
WQ
486
Wealth Quarterback
New Jersey
$7.08K -$41.8K -930 -83%
JFGIW
487
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$1.26K -28 -14%
EWA
488
Evolution Wealth Advisors
Florida
$7K +$1.89K +42 +29%
Brown Brothers Harriman & Co
489
Brown Brothers Harriman & Co
New York
$7K +$5.62K +125 +205%
Larson Financial Group
490
Larson Financial Group
Missouri
$7K +$8.28K +184 New
LSA
491
Lion Street Advisors
Texas
$7K +$8.72K +194 New
Washington Trust
492
Washington Trust
Rhode Island
$7K +$8.99K +200 New
FCM
493
Firestone Capital Management
Florida
$6K -$2.97K -66 -31%
CFA
494
Carroll Financial Associates
North Carolina
$6K +$3.6K +80 +85%
First Manhattan
495
First Manhattan
New York
$6K +$4.09K +91 +99%
AIM
496
Anchor Investment Management
South Carolina
$5.59K – – –
KPW
497
Kore Private Wealth
New York
$5K – – –
NFG
498
Next Financial Group
Texas
$5K – – –
SIAS
499
Shine Investment Advisory Services
Colorado
$5K – – –
GG
500
Gleason Group
Kentucky
$5K +$45 +1 +0.7%