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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
526
Community Bank
New York
$70K -$15.4K -291 -19%
SFPG
527
Stonebridge Financial Planning Group
Florida
$69K +$66.1K +1,250 New
RWB
528
RMR Wealth Builders
New Jersey
$68K +$65.1K +1,231 New
SGAM
529
Smith Group Asset Management
Texas
$67K +$529 +10 +0.8%
VCP
530
Verus Capital Partners
Arizona
$67K +$64.4K +1,218 New
IFAM
531
Institutional & Family Asset Management
Colorado
$65K -$3.65K -69 -6%
WQ
532
Wealth Quarterback
New Jersey
$61.9K +$59.2K +1,120 New
JFA
533
JNBA Financial Advisors
Minnesota
$61K +$23K +435 +65%
POIA
534
Pin Oak Investment Advisors
Texas
$60K – – –
LHC
535
Little House Capital
Massachusetts
$58K -$25.7K -487 -4%
FCA
536
FinTrust Capital Advisors
South Carolina
$56K -$9.99K -189 -16%
OC
537
Oakworth Capital
Alabama
$56K – – –
FGAM
538
Financial Gravity Asset Management
Texas
$55K -$5.39K -102 -48%
FWM
539
Focused Wealth Management
New York
$55K – – –
AA
540
Advisory Alpha
Michigan
$54.2K – – –
CFFP
541
Center for Financial Planning
Michigan
$54K +$51.9K +982 New
EW
542
Evoke Wealth
California
$53.2K -$62.5K -1,183 -55%
TAIM
543
TD Ameritrade Investment Management
Nebraska
$52K +$2.96K +56 +6%
PCIA
544
Prime Capital Investment Advisors
Kansas
$51K -$18.5K -349 -27%
FPB
545
First PREMIER Bank
South Dakota
$50K – – –
SL
546
Savior LLC
Massachusetts
$48K +$45.5K +860 New
RWA
547
Ropes Wealth Advisors
Massachusetts
$47K – – –
IBOK
548
Independence Bank of Kentucky
Kentucky
$47K +$5.29K +100 +13%
LWA
549
Lenox Wealth Advisors
New York
$46K – – –
SBL
550
Sargent Bickham Lagudis
Colorado
$46K +$26.4K +500 +152%
20 21
22
23 24