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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
501
Joel Isaacson & Co
New York
$289K
AWM
502
Apollon Wealth Management
South Carolina
$286K -$3.56K -50 -1%
9WM
503
9258 Wealth Management
Ohio
$282K +$21.3K +300 +8%
WFM
504
Wolff Financial Management
Michigan
$282K
GRP
505
Global Retirement Partners
California
$282K +$59.2K +833 +25%
FWM
506
FFT Wealth Management
Pennsylvania
$282K +$356 +5 +0.1%
PS
507
Principal Securities
Iowa
$281K -$8.18K -115 -3%
MIP
508
Marietta Investment Partners
Wisconsin
$280K
PCA
509
Pallas Capital Advisors
Massachusetts
$279K -$16.4K -230 -5%
CFO
510
CVA Family Office
Colorado
$278K
VCM
511
Violich Capital Management
California
$278K -$5.69K -80 -2%
MHR
512
Matthew Hamilton Rosenberg
$278K +$19.6K +276 +7%
FA
513
Faithward Advisors
Pennsylvania
$276K -$4.2K -59 -1%
ZIMP
514
Zimmermann Investment Management & Planning
Pennsylvania
$274K -$24.5K -344 -8%
GAM
515
Griffin Asset Management
New York
$274K
LIA
516
Lynx Investment Advisory
District of Columbia
$273K +$291K +4,091 New
CP
517
Covenant Partners
Tennessee
$272K
LTAS
518
Linden Thomas Advisory Services
North Carolina
$272K +$47.9K +674 +20%
PPG
519
Peak Planning Group
Colorado
$272K -$2.42K -34 -0.8%
Bessemer Group
520
Bessemer Group
New Jersey
$271K +$79.8K +1,122 +38%
CH
521
Cromwell Holdings
Wyoming
$271K +$285K +4,011 New
SA
522
Strategic Advisors
New York
$271K
KP
523
Keel Point
Alabama
$269K +$8.53K +120 +3%
RCA
524
Resonant Capital Advisors
Wisconsin
$268K +$3.56K +50 +1%
LI
525
LRI Investments
Florida
$268K +$282K +3,965 +7,209%