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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
526
Halpern Financial
Virginia
$3.07K +$3.01K +66 New
HWM
527
HighMark Wealth Management
Minnesota
$3K – – –
M
528
MOTCO
Texas
$3K – – –
AWM
529
Avior Wealth Management
Nebraska
$3K +$501 +11 +19%
CCA
530
Column Capital Advisors
Indiana
$3K +$593 +13 +29%
GWSG
531
GPS Wealth Strategies Group
Colorado
$3K +$3.65K +80 New
ACM
532
Allred Capital Management
Texas
$2.37K +$2.33K +51 New
RIM
533
Rockbridge Investment Management
New York
$2K -$1.55K -34 -49%
OIA
534
Optimum Investment Advisors
Illinois
$2K – – –
MWP
535
Meridian Wealth Partners
Pennsylvania
$2K +$1.5K +33 New
TIM
536
Tortoise Investment Management
New York
$2K +$2.28K +50 New
KFS
537
Kelly Financial Services
Massachusetts
$1.77K – – –
CFD
538
Creative Financial Designs
Indiana
$1K -$1.64K -36 -61%
LWM
539
Liberty Wealth Management
California
$1K – – –
SBL
540
Sargent Bickham Lagudis
Colorado
$1K – – –
ATC
541
Adirondack Trust Company
New York
$1K +$912 +20 New
SCA
542
Stuart Chaussee & Associates
California
$1K +$1.19K +26 New
ME
543
McIlrath & Eck
Washington
$1K +$1.46K +32 New
FGAM
544
Financial Gravity Asset Management
Texas
$42 -$46 -1 -50%
SWM
545
Sugarloaf Wealth Management
Georgia
$23 – – –
BBHC
546
Brown Brothers Harriman & Co
New York
$6 – – –
CC
547
Carlson Capital
Texas
– -$24.2M -577,128 Closed
FWCM
548
Ferguson Wellman Capital Management
Oregon
– -$8.95M -213,444 Closed
SSA
549
Schonfeld Strategic Advisors
New York
– -$8.38M -200,000 Closed
KOCAA
550
Knights of Columbus Asset Advisors
Connecticut
– -$5.38M -128,427 Closed
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