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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
526
Joel Isaacson & Co
New York
$236K – – –
MW
527
Marcum Wealth
Ohio
$235K +$21.6K +355 +9%
RCA
528
Resonant Capital Advisors
Wisconsin
$234K +$19K +312 +8%
FWM
529
FFT Wealth Management
Pennsylvania
$230K +$61 +1 +0%
WFM
530
Wolff Financial Management
Michigan
$230K – – –
MIP
531
Marietta Investment Partners
Wisconsin
$229K – – –
VCM
532
Violich Capital Management
California
$227K – – –
FA
533
Faithward Advisors
Pennsylvania
$224K -$61 -1 -0%
Independent Financial Group
534
Independent Financial Group
California
$224K +$250K +4,115 New
Sanibel Captiva Trust Company
535
Sanibel Captiva Trust Company
Florida
$224K -$26.1K -429 -9%
Kingswood Wealth Advisors
536
Kingswood Wealth Advisors
California
$224K +$250K +4,107 New
GAM
537
Griffin Asset Management
New York
$224K – – –
MIM
538
Martin Investment Management
Florida
$223K +$7.3K +120 +3%
CTC
539
Cetera Trust Company
Minnesota
$223K +$13.4K +220 +6%
CP
540
Covenant Partners
Tennessee
$222K – – –
BBW
541
Blue Barn Wealth
Utah
$222K +$6.81K +112 +3%
LIA
542
Lynx Investment Advisory
District of Columbia
$222K -$669 -11 -0.3%
WPW
543
Warther Private Wealth
Ohio
$221K +$3.47K +57 +1%
Coldstream Capital Management
544
Coldstream Capital Management
Washington
$220K -$77.5K -1,274 -24%
CH
545
Cromwell Holdings
Wyoming
$219K – – –
USGIU
546
U.S. Global Investors (USGI)
Texas
$218K – – –
SMA
547
Seven Mile Advisory
New Jersey
$218K -$39.1K -643 -14%
PNAA
548
Pictet North America Advisors
Switzerland
$217K -$64.5K -1,061 -21%
PCMF
549
Private Capital Management (Florida)
Florida
$216K -$809K -13,300 -77%
Connor, Clark & Lunn Investment Management (CC&L)
550
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$214K +$239K +3,931 New