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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
476
Institutional & Family Asset Management
Colorado
$89K +$15.4K +285 +19%
HA
477
Herold Advisors
New York
$85.9K +$91.9K +1,698 New
JWM
478
Janiczek Wealth Management
Colorado
$85K -$16.5K -304 -15%
TH
479
TCTC Holdings
Texas
$81K – – –
CAC
480
Core Alternative Capital
Georgia
$78K +$53.6K +990 +181%
TFGT
481
TS Financial Group (TSFG)
Illinois
$76K – – –
CC
482
Corsicana & Co
Texas
$75K – – –
EDRH
483
Edmond de Rothschild Holding
Switzerland
$73K – – –
CA
484
Crewe Advisors
Utah
$71K – – –
KC
485
Kenfarb & Co
Kentucky
$71K – – –
PFS
486
Prospera Financial Services
Texas
$71K +$76.2K +1,407 New
EWA
487
EverSource Wealth Advisors
Alabama
$68K +$44.5K +823 +154%
GCM
488
Gables Capital Management
Florida
$66K – – –
LWP
489
Lumature Wealth Partners
Georgia
$65K -$9.63K -178 -12%
HI
490
Hudock Inc
Pennsylvania
$65K +$433 +8 +0.6%
CB
491
Community Bank
New York
$64K – – –
CT
492
Caldwell Trust
Florida
$62K – – –
HIA
493
Harbor Investment Advisory
Maryland
$56K +$59.9K +1,106 New
FWM
494
Focused Wealth Management
New York
$52K +$54 +1 +0.1%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K -$17.9K -331 -25%
FMB
496
Field & Main Bank
Kentucky
$51K – – –
OC
497
Oakworth Capital
Alabama
$51K – – –
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$1.19K -22 -2%
GWS
499
Glassman Wealth Services
Virginia
$48K +$4.28K +79 +9%
FMP
500
Financial Management Professionals
Texas
$47K -$36.2K -668 -42%
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20
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