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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
526
Smith Group Asset Management
Texas
$67K +$529 +10 +0.8%
VCP
527
Verus Capital Partners
Arizona
$67K +$64.4K +1,218 New
IFAM
528
Institutional & Family Asset Management
Colorado
$65K -$3.65K -69 -6%
WQ
529
Wealth Quarterback
New Jersey
$61.9K +$59.2K +1,120 New
JFA
530
JNBA Financial Advisors
Minnesota
$61K +$23K +435 +65%
POIA
531
Pin Oak Investment Advisors
Texas
$60K – – –
LHC
532
Little House Capital
Massachusetts
$58K -$25.7K -487 -4%
FCA
533
FinTrust Capital Advisors
South Carolina
$56K -$9.99K -189 -16%
OC
534
Oakworth Capital
Alabama
$56K – – –
FGAM
535
Financial Gravity Asset Management
Texas
$55K -$5.39K -102 -48%
FWM
536
Focused Wealth Management
New York
$55K – – –
AA
537
Advisory Alpha
Michigan
$54.2K – – –
CFFP
538
Center for Financial Planning
Michigan
$54K +$51.9K +982 New
EW
539
Evoke Wealth
California
$53.2K -$62.5K -1,183 -55%
TAIM
540
TD Ameritrade Investment Management
Nebraska
$52K +$2.96K +56 +6%
PCIA
541
Prime Capital Investment Advisors
Kansas
$51K -$18.5K -349 -27%
FPB
542
First PREMIER Bank
South Dakota
$50K – – –
SL
543
Savior LLC
Massachusetts
$48K +$45.5K +860 New
RWA
544
Ropes Wealth Advisors
Massachusetts
$47K – – –
IBOK
545
Independence Bank of Kentucky
Kentucky
$47K +$5.29K +100 +13%
LWA
546
Lenox Wealth Advisors
New York
$46K – – –
SBL
547
Sargent Bickham Lagudis
Colorado
$46K +$26.4K +500 +152%
GDP
548
Great Diamond Partners
Maine
$45K +$43.2K +817 New
PWMG
549
Prestige Wealth Management Group
New Jersey
$44K -$476 -9 -1%
HPC
550
HM Payson & Co
Maine
$44K +$42.3K +800 New
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