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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
476
Pictet North America Advisors
Switzerland
$326K – – –
APWA
477
Atlas Private Wealth Advisors
New Jersey
$325K – – –
KOCAA
478
Knights of Columbus Asset Advisors
Connecticut
$323K +$31.9K +469 +10%
MPPW
479
Mitchell & Pahl Private Wealth
Oklahoma
$321K -$5.44K -80 -2%
NWAG
480
Net Worth Advisory Group
Utah
$321K +$337K +4,964 New
KFS
481
Kurt F. Somerville
$317K – – –
MA
482
MONECO Advisors
Connecticut
$317K +$38.3K +564 +13%
EI
483
Ethic Inc
New York
$309K +$70.7K +1,040 +30%
NWWA
484
New Wave Wealth Advisors
Arkansas
$308K +$4.69K +69 +1%
HOWA
485
Heritage Oak Wealth Advisors
Florida
$308K +$324K +4,766 New
JWCA
486
J.W. Cole Advisors
Florida
$306K +$8.22K +121 +3%
FNT
487
First Nebraska Trust
Nebraska
$304K – – –
PS
488
Principal Securities
Iowa
$303K +$31.9K +469 +11%
WSFS
489
Wilmington Savings Fund Society
Delaware
$303K +$318K +4,682 New
NFC
490
Northeast Financial Consultants
Connecticut
$302K – – –
SMA
491
Seven Mile Advisory
New Jersey
$300K +$340 +5 +0.1%
OC
492
Oppenheimer & Co
New York
$299K -$38.3K -564 -11%
AIA
493
Alera Investment Advisors
Illinois
$299K -$28.7K -423 -8%
TPI
494
Trust Point Inc
Wisconsin
$297K -$120K -1,773 -28%
WIA
495
World Investment Advisors
California
$295K +$105K +1,552 +52%
SCTC
496
Sanibel Captiva Trust Company
Florida
$293K +$1.7K +25 +0.6%
MFG
497
Magnus Financial Group
New York
$293K -$20.4K -300 -6%
SFS
498
Symphony Financial Services
Ohio
$292K -$2.79K -41 -0.9%
AL
499
Aspiriant LLC
California
$291K – – –
BCM
500
Barometer Capital Management
Ontario, Canada
$290K – – –
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20
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