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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$303K -$16.3K -265 -5%
CAM
477
Concorde Asset Management
Michigan
$303K +$313K +5,070 New
MCM
478
MAI Capital Management
Ohio
$298K -$79.3K -1,287 -20%
AHB
479
Abner Herrman & Brock
New Jersey
$298K +$308K +5,000 New
TPI
480
Trust Point Inc
Wisconsin
$298K +$307K +4,986 New
CSP
481
Cary Street Partners
Virginia
$297K -$244K -3,959 -44%
SW
482
Simplicity Wealth
New Jersey
$296K -$237K -3,845 -44%
PCMF
483
Private Capital Management (Florida)
Florida
$296K +$49.3K +800 +19%
GIA
484
Gladstone Institutional Advisory
Florida
$296K -$25.1K -407 -8%
EWS
485
Evergreen Wealth Solutions
Pennsylvania
$296K +$52.8K +856 +21%
SFI
486
SPC Financial Inc
Maryland
$295K – – –
CWM
487
Cordatus Wealth Management
Pennsylvania
$293K +$2.03K +33 +0.7%
KFS
488
Kurt F. Somerville
$292K – – –
FWIA
489
Fort Washington Investment Advisors
Ohio
$292K – – –
FCP
490
Fidelis Capital Partners
Florida
$292K +$3.45K +56 +1%
SF
491
Symphony Financial
Texas
$291K +$299K +4,852 New
PTC
492
Private Trust Company
Ohio
$286K +$49.1K +797 +20%
FNT
493
First Nebraska Trust
Nebraska
$281K – – –
EA
494
Everpar Advisors
Oklahoma
$280K -$50.1K -813 -15%
BBW
495
Blue Barn Wealth
Utah
$280K +$20.7K +336 +8%
WI
496
WrapManager Inc
California
$278K -$102K -1,660 -26%
PFPT
497
Pinnacle Financial Partners (Tennessee)
Tennessee
$276K +$285K +4,619 New
WS
498
Wedbush Securities
California
$272K +$60K +973 +27%
FA
499
Faithward Advisors
Pennsylvania
$272K -$2.28K -37 -0.8%
BBVA
500
Banco Bilbao Vizcaya Argentaria
Spain
$271K – – –
18 19
20
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