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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
501
Welch & Forbes
Massachusetts
$222K – – –
RFM
502
Royal Fund Management
Florida
$221K +$14.4K +230 +7%
VDBMI
503
Van Den Berg Management I
Texas
$218K -$138K -2,209 -40%
BFO
504
Boston Family Office
Massachusetts
$216K – – –
DIA
505
Dean Investment Associates
Ohio
$216K +$210K +3,350 New
TCOO
506
Trust Company of Oklahoma
Oklahoma
$216K – – –
IRC
507
Investors Research Corp
Georgia
$214K – – –
WSFS
508
Wilmington Savings Fund Society
Delaware
$212K +$206K +3,285 New
EHC
509
Everett Harris & Co
California
$210K +$204K +3,260 New
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$209K +$203K +3,241 New
CIA
511
Capital Investment Advisors
Georgia
$207K +$202K +3,222 New
CPA
512
Capital Planning Advisors
California
$206K +$201K +3,200 New
BO
513
Bank OZK
Arkansas
$206K +$201K +3,204 New
CG
514
Colony Group
Massachusetts
$205K +$200K +3,189 New
CAGAS
515
Capital Advisory Group Advisory Services
Minnesota
$204K -$24.4K -390 -11%
CPSAC
516
Chas P. Smith & Associates (CPS)
Florida
$204K +$198K +3,165 New
SCM
517
Schnieders Capital Management
California
$201K +$196K +3,128 New
HAG
518
HighPoint Advisor Group
Illinois
$200K -$22.3K -355 -10%
RCA
519
Rowland Carmichael Advisors
Arizona
$200K +$195K +3,107 New
NEAM
520
New England Asset Management
Connecticut
$185K – – –
APA
521
American Portfolios Advisors
New York
$185K +$2.07K +33 +1%
TCOV
522
Trust Company of Vermont
Vermont
$183K +$28.7K +458 +19%
IFAM
523
Institutional & Family Asset Management
Colorado
$181K +$1.69K +27 +1%
CCM
524
Covington Capital Management
California
$169K – – –
FIB
525
First Interstate Bank
Montana
$164K – – –
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