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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
501
FSM Wealth Advisors
Ohio
$398K +$385K +6,089 New
TFA
502
Transamerica Financial Advisors
Florida
$397K +$27.1K +428 +8%
AAP
503
Arax Advisory Partners
Colorado
$397K -$384K -6,078 -50%
DWM
504
Drive Wealth Management
Utah
$391K -$253K -4,000 -40%
WPC
505
Wedmont Private Capital
Pennsylvania
$389K +$13.3K +211 +4%
TWP
506
Triad Wealth Partners
Kansas
$389K +$22.5K +356 +6%
CFG
507
Capital Financial Group
Colorado
$388K +$375K +5,935 New
APP
508
Avantax Planning Partners
Iowa
$388K +$6.01K +95 +2%
LG
509
Leuthold Group
Minnesota
$387K -$4.68K -74 -1%
CGL
510
Clarius Group LLC
Washington
$380K – – –
WF
511
WoodTrust Financial
Wisconsin
$376K – – –
NRC
512
New Republic Capital
North Carolina
$369K +$351K +5,558 New
SFS
513
Sowell Financial Services
Arkansas
$368K +$122K +1,924 +52%
SF
514
Summit Financial
New Jersey
$368K +$6.39K +101 +2%
1IA
515
1620 Investment Advisors
Massachusetts
$364K -$569 -9 -0.2%
RCA
516
Resonant Capital Advisors
Wisconsin
$363K -$32.4K -512 -8%
MCM
517
MAI Capital Management
Ohio
$360K +$32.5K +514 +10%
CPA
518
Capital Performance Advisors
California
$359K +$81.7K +1,292 +31%
SP
519
SmartHarvest Portfolios
Washington
$358K +$346K +5,466 New
AWM
520
Aprio Wealth Management
Georgia
$353K +$15.9K +252 +5%
NWWA
521
New Wave Wealth Advisors
Arkansas
$352K +$16.9K +267 +5%
IAS
522
Insigneo Advisory Services
Florida
$349K -$40.3K -638 -11%
EWS
523
Evergreen Wealth Solutions
Pennsylvania
$345K +$20K +317 +6%
CFA
524
Cahill Financial Advisors
Minnesota
$339K -$8.41K -133 -3%
RB
525
Renasant Bank
Mississippi
$336K -$34.1K -539 -9%
19 20
21
22 23