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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
476
Alera Investment Advisors
Illinois
$337K +$146K +2,056 +69%
MPPW
477
Mitchell & Pahl Private Wealth
Oklahoma
$337K -$995 -14 -0.3%
PNAA
478
Pictet North America Advisors
Switzerland
$336K -$3.95M -55,494 -92%
APWA
479
Atlas Private Wealth Advisors
New Jersey
$336K +$358K +5,034 New
IWM
480
IHT Wealth Management
Illinois
$332K -$3.06K -43 -0.9%
KFS
481
Kurt F. Somerville
$327K – – –
MFG
482
Magnus Financial Group
New York
$322K -$213 -3 -0.1%
SFS
483
Symphony Financial Services
Ohio
$321K +$327K +4,605 New
LC
484
Lindbrook Capital
California
$315K +$21.5K +302 +7%
GWM
485
Geneos Wealth Management
Colorado
$315K +$24.2K +341 +8%
FNT
486
First Nebraska Trust
Nebraska
$314K – – –
NWWA
487
New Wave Wealth Advisors
Arkansas
$313K +$334K +4,697 New
NFC
488
Northeast Financial Consultants
Connecticut
$312K – – –
SMA
489
Seven Mile Advisory
New Jersey
$309K -$2.77K -39 -0.8%
JWCA
490
J.W. Cole Advisors
Florida
$308K -$6.61K -93 -2%
PCS
491
Personal CFO Solutions
New Jersey
$306K +$17.8K +251 +6%
CCM
492
Coldstream Capital Management
Washington
$304K -$17.7K -249 -5%
KOCAA
493
Knights of Columbus Asset Advisors
Connecticut
$302K – – –
CCA
494
Childress Capital Advisors
Texas
$301K -$303K -4,261 -49%
SCTC
495
Sanibel Captiva Trust Company
Florida
$301K +$2.13K +30 +0.7%
AL
496
Aspiriant LLC
California
$300K – – –
BCM
497
Barometer Capital Management
Ontario, Canada
$299K -$14.2K -200 -4%
SWM
498
SeaCrest Wealth Management
New York
$295K – – –
SG
499
StoneX Group
New York
$295K +$313K +4,399 New
MA
500
MONECO Advisors
Connecticut
$289K -$1.21K -17 -0.4%
18 19
20
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