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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
501
Mitchell & Pahl Private Wealth
Oklahoma
$257K -$15.6K -256 -5%
JFG
502
Jefferies Financial Group
New York
$257K +$287K +4,714 New
NFC
503
Northeast Financial Consultants
Connecticut
$255K – – –
MNBTD
504
Moody National Bank Trust Division
Texas
$253K +$283K +4,647 New
MCM
505
MAI Capital Management
Ohio
$253K +$28.4K +467 +11%
BF
506
Brucke Financial
Indiana
$253K +$265K +4,353 New
CIA
507
Concurrent Investment Advisors
Florida
$252K -$124K -2,037 -31%
GSWM
508
Golden State Wealth Management
California
$251K +$280K +4,602 New
USCWA
509
U.S. Capital Wealth Advisors
Texas
$249K +$278K +4,576 New
LI
510
LRI Investments
Florida
$249K +$209K +3,444 +305%
FAG
511
Fortitude Advisory Group
Washington
$247K -$38.3K -630 -12%
SFS
512
Symphony Financial Services
Ohio
$246K -$2.49K -41 -0.9%
PCS
513
Personal CFO Solutions
New Jersey
$246K +$4.13K +68 +2%
NL
514
NWAM LLC
Washington
$245K -$38.2K -628 -12%
MFG
515
Magnus Financial Group
New York
$245K -$1.89K -31 -0.7%
HSA
516
HBK Sorce Advisory
Pennsylvania
$245K +$274K +4,501 New
AL
517
Aspiriant LLC
California
$245K – – –
FFA
518
Farther Finance Advisors
California
$244K +$62K +1,020 +30%
AWM
519
Apollon Wealth Management
South Carolina
$242K +$10.6K +174 +4%
SFI
520
SPC Financial Inc
Maryland
$242K +$32.8K +540 +14%
OC
521
Oarsman Capital
Wisconsin
$239K +$31.9K +525 +14%
SWM
522
SeaCrest Wealth Management
New York
$238K -$3.65K -60 -1%
AWM
523
Aprio Wealth Management
Georgia
$237K -$95.7K -1,573 -27%
IWM
524
IHT Wealth Management
Illinois
$236K -$169K -2,771 -39%
JIC
525
Joel Isaacson & Co
New York
$236K – – –
19 20
21
22 23