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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
Syon Capital
California
$742K +$129K +1,694 +26%
LFA
502
Legacy Financial Advisors
Kentucky
$740K +$59.1K +773 +10%
BTC
503
Bank & Trust Company
Illinois
$737K +$604K +7,911 New
JWCA
504
J.W. Cole Advisors
Florida
$735K -$8.94K -117 -1%
PBT
505
Pictet Bank & Trust
Bahamas
$733K +$601K +7,860 New
S
506
SimplyRich
California
$731K +$614K +8,035 New
PCIA
507
Prime Capital Investment Advisors
Kansas
$724K -$36.1K -472 -6%
HI
508
Hendershot Investments
Virginia
$723K – – –
CIA
509
Cohen Investment Advisors
New Hampshire
$711K +$7.26K +95 +1%
S
510
Sunpointe
Missouri
$709K +$584K +7,640 New
CC
511
Courier Capital
New York
$703K -$160K -2,090 -21%
ST
512
Sentinel Trust
Texas
$696K – – –
AWA
513
Aaron Wealth Advisors
Illinois
$693K +$103K +1,344 +21%
SPC
514
Sigma Planning Corp
Michigan
$690K +$12.9K +169 +2%
AIM
515
Advyzon Investment Management
Illinois
$688K +$243K +3,182 +73%
AWM
516
Aries Wealth Management
Maine
$680K – – –
GPW
517
Genesis Private Wealth
Virginia
$674K +$36.3K +475 +7%
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$669K +$284K +3,717 +102%
GAA
519
Global Assets Advisory
Florida
$669K +$1.99K +26 +0.4%
TFA
520
Transamerica Financial Advisors
Florida
$666K +$94.8K +1,241 +21%
MGI
521
Miller Global Investments
Texas
$666K +$559K +7,318 New
LCWP
522
Legacy Capital Wealth Partners
Arkansas
$657K -$159K -2,078 -22%
MCM
523
Monument Capital Management
Virginia
$655K -$3.74K -49 -0.7%
LMFP
524
Larry Mathis Financial Planning
Arizona
$651K -$7.18K -94 -1%
HJIM
525
Henry James International Management
New York
$650K – – –
19 20
21
22 23