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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
VH
476
Visionary Horizons
Tennessee
$327K – – –
PNAA
477
Pictet North America Advisors
Switzerland
$326K – – –
APWA
478
Atlas Private Wealth Advisors
New Jersey
$325K – – –
KOCAA
479
Knights of Columbus Asset Advisors
Connecticut
$323K +$31.9K +469 +10%
MPPW
480
Mitchell & Pahl Private Wealth
Oklahoma
$321K -$5.44K -80 -2%
NWAG
481
Net Worth Advisory Group
Utah
$321K +$337K +4,964 New
KFS
482
Kurt F. Somerville
$317K – – –
MA
483
MONECO Advisors
Connecticut
$317K +$38.3K +564 +13%
Ethic Inc
484
Ethic Inc
New York
$309K +$70.7K +1,040 +30%
NWWA
485
New Wave Wealth Advisors
Arkansas
$308K +$4.69K +69 +1%
HOWA
486
Heritage Oak Wealth Advisors
Florida
$308K +$324K +4,766 New
JWCA
487
J.W. Cole Advisors
Florida
$306K +$8.22K +121 +3%
FNT
488
First Nebraska Trust
Nebraska
$304K – – –
Principal Securities
489
Principal Securities
Iowa
$303K +$31.9K +469 +11%
Wilmington Savings Fund Society
490
Wilmington Savings Fund Society
Delaware
$303K +$318K +4,682 New
Northeast Financial Consultants
491
Northeast Financial Consultants
Connecticut
$302K – – –
SMA
492
Seven Mile Advisory
New Jersey
$300K +$340 +5 +0.1%
Oppenheimer & Co
493
Oppenheimer & Co
New York
$299K -$38.3K -564 -11%
AIA
494
Alera Investment Advisors
Illinois
$299K -$28.7K -423 -8%
TPI
495
Trust Point Inc
Wisconsin
$297K -$120K -1,773 -28%
World Investment Advisors
496
World Investment Advisors
California
$295K +$105K +1,552 +52%
Sanibel Captiva Trust Company
497
Sanibel Captiva Trust Company
Florida
$293K +$1.7K +25 +0.6%
MFG
498
Magnus Financial Group
New York
$293K -$20.4K -300 -6%
SFS
499
Symphony Financial Services
Ohio
$292K -$2.79K -41 -0.9%
Aspiriant LLC
500
Aspiriant LLC
California
$291K – – –