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TotalEnergies

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