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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Axxcess Wealth Management
California
$295K +$277K +4,485 New
CFB
477
Cullen/Frost Bankers
Texas
$294K -$26K -420 -9%
IFWM
478
Institute for Wealth Management
Colorado
$293K -$3.15K -51 -1%
Bessemer Group
479
Bessemer Group
New Jersey
$293K -$77.5K -1,254 -22%
MA
480
Mutual Advisors
Nebraska
$288K -$24.6K -398 -8%
SMA
481
Seven Mile Advisory
New Jersey
$287K +$16.3K +264 +6%
EGA
482
E&G Advisors
Texas
$287K -$12.4K -200 -4%
JF
483
Jump Financial
Illinois
$287K +$270K +4,364 New
RIA
484
Retirement Investment Advisors
Oklahoma
$280K +$37.6K +608 +17%
CFO
485
CVA Family Office
Colorado
$278K +$6.93K +112 +3%
WFM
486
Wolff Financial Management
Michigan
$278K
CIC
487
Crawford Investment Counsel
Georgia
$277K -$35.3K -571 -12%
MIP
488
Marietta Investment Partners
Wisconsin
$276K
VVP
489
Venture Visionary Partners
Ohio
$274K +$35.2K +569 +16%
PA
490
Parallel Advisors
California
$272K -$44K -711 -15%
LC
491
Lindbrook Capital
California
$272K +$65K +1,051 +34%
GAM
492
Griffin Asset Management
New York
$270K
C
493
Certuity
Florida
$270K +$254K +4,100 New
SPC
494
Sigma Planning Corp
Michigan
$269K +$7.67K +124 +3%
CP
495
Covenant Partners
Tennessee
$268K
KOCAA
496
Knights of Columbus Asset Advisors
Connecticut
$267K +$1.55K +25 +0.6%
HA
497
Herold Advisors
New York
$267K +$251K +4,057 New
PWPS
498
Pinnacle Wealth Planning Services
Ohio
$265K
PMA
499
Prudent Man Advisors
Illinois
$262K -$8.53K -138 -3%
AF
500
Advisornet Financial
Minnesota
$262K +$55.2K +892 +29%