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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
526
Brucke Financial
Indiana
$248K -$14.9K -242 -6%
TWM
527
Tradition Wealth Management
Minnesota
$247K -$63.4K -1,029 -20%
PCS
528
Personal CFO Solutions
New Jersey
$246K +$925 +15 +0.4%
BAM
529
Berkshire Asset Management
Pennsylvania
$244K +$252K +4,084 New
DW30
530
Drucker Wealth 3.0
New Jersey
$244K +$252K +4,082 New
CP
531
Covenant Partners
Tennessee
$244K – – –
CH
532
Cromwell Holdings
Wyoming
$243K – – –
OC
533
Oarsman Capital
Wisconsin
$243K -$10.4K -168 -4%
SCA
534
Sippican Capital Advisors
Massachusetts
$242K +$9.25K +150 +4%
LIA
535
Lynx Investment Advisory
District of Columbia
$242K – – –
LAS
536
Lloyd Advisory Services
Georgia
$240K +$22.6K +366 +10%
FC
537
FCA Corp
Texas
$239K +$247K +4,000 New
LW
538
Linscomb Wealth
Texas
$238K -$45.7K -742 -16%
DAS
539
Diversify Advisory Services
Utah
$238K +$6.53K +106 +3%
WCFA
540
Walkner Condon Financial Advisors
Wisconsin
$234K +$242K +3,922 New
UPS
541
UHLMANN PRICE SECURITIES
Illinois
$234K – – –
BGAI
542
Bruce G. Allen Investments
Colorado
$234K +$10.3K +167 +4%
GAM
543
Gotham Asset Management
New York
$233K +$4.75K +77 +2%
GCM
544
Garland Capital Management
Washington
$232K -$620K -10,057 -72%
MMA
545
Miracle Mile Advisors
California
$226K +$15.9K +258 +7%
BA
546
Bridgewater Advisors
New York
$226K -$14.1K -229 -6%
MHR
547
Matthew Hamilton Rosenberg
$225K – – –
OFS
548
OneAscent Financial Services
Alabama
$225K +$26.3K +426 +13%
HIP
549
HUB Investment Partners
Texas
$223K -$33.2K -539 -13%
CFO
550
CVA Family Office
Colorado
$223K – – –
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