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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
501
Central Bank & Trust
Kentucky
$8K
MIP
502
Mondrian Investment Partners
United Kingdom
$7K +$51 +1 +0.7%
CFS
503
Commonwealth Financial Services
West Virginia
$7K +$4.5K +89 +189%
AF
504
Allworth Financial
California
$6K
DBT
505
Dubuque Bank & Trust
Iowa
$6K +$2.42K +48 +74%
AA
506
Apriem Advisors
California
$6K +$4.45K +88 +352%
GRP
507
Global Retirement Partners
California
$6K +$4.6K +91 +294%
PFSC
508
Peoples Financial Services Corp
Pennsylvania
$6K +$5.96K +118 New
M
509
MOTCO
Texas
$5K -$11.3K -223 -71%
FWM
510
Focused Wealth Management
New York
$5K -$5.05K -100 -50%
GWS
511
Glassman Wealth Services
Virginia
$5K -$3.94K -78 -44%
BWP
512
Baldwin Wealth Partners
Massachusetts
$5K +$4.95K +98 New
HT
513
Heritage Trust
Oklahoma
$5K +$5.05K +100 New
HMS
514
Hanseatic Management Services
New Mexico
$4K +$3.54K +70 New
JCM
515
Jacobi Capital Management
Pennsylvania
$4K +$4.29K +85 New
UBS AM
516
UBS AM
Illinois
$2.77K +$859 +17 +45%
CFD
517
Creative Financial Designs
Indiana
$2K
JIR
518
James Investment Research
Ohio
$2K
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.16K +23 +135%
CFN
520
Cordasco Financial Network
Florida
$2K +$2.07K +41 New
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$1K +$960 +19 New
HCM
522
Herndon Capital Management
Georgia
$1K +$1.11K +22 New
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$756
GVT
524
Genesee Valley Trust
New York
$258 -$162K -3,210 -38%
GF
525
Gabelli Funds
New York
-$24.4M -478,000 Closed