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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
First Horizon Advisors
Tennessee
$107K +$2.76K +50 +3%
EDRH
502
Edmond de Rothschild Holding
Switzerland
$102K
SGAM
503
Smith Group Asset Management
Texas
$101K -$10.5K -190 -9%
PMFA
504
Plante Moran Financial Advisors
Michigan
$98K -$1.1K -20 -1%
BBHC
505
Brown Brothers Harriman & Co
New York
$98K +$66K +1,195 +208%
LIA
506
LS Investment Advisors
Michigan
$93K +$663 +12 +0.7%
MOS
507
MGO One Seven
Ohio
$92K +$92.1K +1,668 New
CAL
508
Capital Analysts LLC
Pennsylvania
$91K
BBA
509
Braun-Bostich & Associates
Pennsylvania
$86K +$85.7K +1,552 New
WAP
510
Wealthcare Advisory Partners
Pennsylvania
$84K +$2.37K +43 +3%
Parallax Volatility Advisers
511
Parallax Volatility Advisers
California
$84K +$27.3K +494 +48%
NSIM
512
North Star Investment Management
Illinois
$83K +$828 +15 +1%
CPIG
513
Chicago Partners Investment Group
Illinois
$82K +$387 +7 +0.5%
LFA
514
Legacy Financial Advisors
Kentucky
$82K +$82K +1,485 New
WTB
515
Washington Trust Bank
Washington
$73K -$37.8K -684 -34%
YWP
516
YorkBridge Wealth Partners
New York
$69K -$10.8K -195 -13%
IDBONY
517
Israel Discount Bank of New York
New York
$68K
HIIFS
518
Harel Insurance Investments & Financial Services
Israel
$65K +$65.2K +1,181 New
WEC
519
Winslow Evans & Crocker
Massachusetts
$64.1K -$38.5K -698 -38%
AWA
520
Acorn Wealth Advisors
Michigan
$62K +$59.2K +1,073 New
TFS
521
TrustCore Financial Services
Tennessee
$61K +$60.7K +1,100 New
RPC
522
Rossmore Private Capital
Connecticut
$60.9K +$60.8K +1,102 New
KTC
523
Kistler-Tiffany Companies
Pennsylvania
$60K +$9.39K +170 +19%
KF
524
Krilogy Financial
Missouri
$58K +$14.2K +258 +33%
WIM
525
Westside Investment Management
California
$57.8K