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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
501
Intrua Financial
Texas
$650K -$233K -2,632 -24%
JCM
502
J2 Capital Management
Michigan
$646K -$21.8K -246 -3%
PWG
503
Portside Wealth Group
Utah
$641K +$165K +1,864 +29%
LI
504
Louisbourg Investments
New Brunswick, Canada
$641K – – –
SC
505
Syon Capital
California
$641K +$7.61K +86 +1%
CC
506
Centiva Capital
New York
$635K +$722K +8,169 New
TFIPS
507
Towarzystwo Funduszy Inwestycyjnych PZU SA
$630K -$104K -1,176 -13%
EWM
508
EPG Wealth Management
Georgia
$624K -$191K -2,162 -21%
LFA
509
Legacy Financial Advisors
Kentucky
$622K -$11.9K -134 -2%
HI
510
Hendershot Investments
Virginia
$618K – – –
TPI
511
Trust Point Inc
Wisconsin
$608K +$343K +3,883 +99%
JWCA
512
J.W. Cole Advisors
Florida
$607K -$23.4K -265 -3%
CC
513
Courier Capital
New York
$601K – – –
GAA
514
Global Assets Advisory
Florida
$600K +$56.8K +642 +9%
TFA
515
Transamerica Financial Advisors
Florida
$596K +$29.9K +338 +5%
ST
516
Sentinel Trust
Texas
$594K – – –
AAS
517
Ameritas Advisory Services
Nebraska
$583K +$663K +7,498 New
AWM
518
Aries Wealth Management
Maine
$578K – – –
MGI
519
Miller Global Investments
Texas
$569K – – –
FWA
520
FSM Wealth Advisors
Ohio
$568K +$110K +1,245 +21%
PCIA
521
Prime Capital Investment Advisors
Kansas
$567K -$59.3K -671 -8%
CFG
522
Citizens Financial Group
Rhode Island
$557K +$5.04K +57 +0.8%
HJIM
523
Henry James International Management
New York
$555K – – –
MCM
524
Monument Capital Management
Virginia
$555K -$5.22K -59 -0.8%
FWCM
525
Ferguson Wellman Capital Management
Oregon
$555K +$4.42K +50 +0.7%
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