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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
501
RPg Family Wealth Advisory
Massachusetts
$15.3K +$4K +83 +38%
JFGIW
502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
KPCM
503
Kings Point Capital Management
New York
$14K – – –
ARMC
504
American Research & Management Company
Massachusetts
$14K +$13.2K +274 New
BRC
505
Bell Rock Capital
Delaware
$14K +$13.2K +275 New
GEA
506
Glen Eagle Advisors
New Jersey
$13.9K +$13.1K +272 New
IP
507
Isthmus Partners
Wisconsin
$13K – – –
GBT
508
Grove Bank & Trust
Florida
$13K +$12K +250 New
TF
509
Tompkins Financial
New York
$12K – – –
OFW
510
Omnia Family Wealth
Florida
$12K +$11.1K +230 New
IWA
511
IBEX Wealth Advisors
New Jersey
$12K +$11.7K +243 New
NC
512
NewSquare Capital
Pennsylvania
$12K +$11.7K +243 New
WC
513
Whitnell & Co
Illinois
$11K – – –
TRCT
514
Tower Research Capital (TRC)
New York
$10K -$35.6K -740 -79%
FWM
515
Focused Wealth Management
New York
$10K – – –
MCA
516
Mercer Capital Advisers
New Jersey
$10K – – –
AA
517
Ancora Advisors
Ohio
$10K +$9.63K +200 New
MWM
518
Mascoma Wealth Management
New Hampshire
$10K +$9.63K +200 New
LF
519
Lee Financial
Texas
$10K +$10.6K +221 New
CF
520
CenterStar Fund
Illinois
$9K – – –
CAW
521
Cornerstone Advisors (Washington)
Washington
$9K +$3.03K +63 +57%
ANBT
522
American National Bank & Trust
Texas
$9K +$8.19K +170 New
GWS
523
Glassman Wealth Services
Virginia
$9K +$8.57K +178 New
CBT
524
Central Bank & Trust
Kentucky
$8K -$6.21K -129 -46%
GBBWRPM
525
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K -$4.82K -100 -43%
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