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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
APA
501
American Portfolios Advisors
New York
$119K +$119K +2,156 New
CT
502
CPF Texas
Texas
$110K +$110K +1,991 New
FHA
503
First Horizon Advisors
Tennessee
$107K +$2.76K +50 +3%
EDRH
504
Edmond de Rothschild Holding
Switzerland
$102K – – –
SGAM
505
Smith Group Asset Management
Texas
$101K -$10.5K -190 -9%
PMFA
506
Plante Moran Financial Advisors
Michigan
$98K -$1.1K -20 -1%
BBHC
507
Brown Brothers Harriman & Co
New York
$98K +$66K +1,195 +208%
LIA
508
LS Investment Advisors
Michigan
$93K +$663 +12 +0.7%
MOS
509
MGO One Seven
Ohio
$92K +$92.1K +1,668 New
CAL
510
Capital Analysts LLC
Pennsylvania
$91K – – –
BBA
511
Braun-Bostich & Associates
Pennsylvania
$86K +$85.7K +1,552 New
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$84K +$2.37K +43 +3%
Parallax Volatility Advisers
513
Parallax Volatility Advisers
California
$84K +$27.3K +494 +48%
NSIM
514
North Star Investment Management
Illinois
$83K +$828 +15 +1%
CPIG
515
Chicago Partners Investment Group
Illinois
$82K +$387 +7 +0.5%
LFA
516
Legacy Financial Advisors
Kentucky
$82K +$82K +1,485 New
CLOS
517
Compagnie Lombard Odier SCmA
Switzerland
$74K +$5.52K +100 +8%
WTB
518
Washington Trust Bank
Washington
$73K -$37.8K -684 -34%
YWP
519
YorkBridge Wealth Partners
New York
$69K -$10.8K -195 -13%
IDBONY
520
Israel Discount Bank of New York
New York
$68K – – –
HIIFS
521
Harel Insurance Investments & Financial Services
Israel
$65K +$65.2K +1,181 New
WEC
522
Winslow Evans & Crocker
Massachusetts
$64.1K -$38.5K -698 -38%
AWA
523
Acorn Wealth Advisors
Michigan
$62K +$59.2K +1,073 New
TFS
524
TrustCore Financial Services
Tennessee
$61K +$60.7K +1,100 New
RPC
525
Rossmore Private Capital
Connecticut
$60.9K +$60.8K +1,102 New