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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
551
Sovran Advisors
California
$502K +$66.6K +753 +14%
BEAM
552
Baker Ellis Asset Management
Washington
$502K – – –
MFG
553
Magnus Financial Group
New York
$498K +$146K +1,650 +35%
FFS
554
Founders Financial Securities
Maryland
$498K +$566K +6,399 New
CCM
555
Coldstream Capital Management
Washington
$495K -$1.68K -19 -0.3%
SRC
556
Sage Rhino Capital
California
$494K +$4.51K +51 +0.8%
GPW
557
Genesis Private Wealth
Virginia
$492K -$94.7K -1,071 -14%
AMPWP
558
Alvarez & Marsal Private Wealth Partners
Florida
$492K +$10.8K +122 +2%
AP
559
Anchyra Partners
Georgia
$491K +$24.8K +280 +5%
VA
560
VestGen Advisors
Illinois
$490K +$14.1K +159 +3%
MA
561
MONECO Advisors
Connecticut
$489K -$36.9K -417 -6%
HIM
562
Harbour Investment Management
Washington
$489K -$22.1K -250 -4%
CCFM
563
Clear Creek Financial Management
Washington
$488K +$7.16K +81 +1%
AOWM
564
Asset One Wealth Management
Washington
$488K – – –
AF
565
Advisornet Financial
Minnesota
$477K – – –
OCA
566
OpenArc Corporate Advisory
Georgia
$477K +$70.5K +797 +15%
AF
567
Allworth Financial
California
$477K +$3.36K +38 +0.6%
OWCM
568
One Wealth Capital Management
Arizona
$476K +$291K +3,289 +116%
BRWA
569
B. Riley Wealth Advisors
Florida
$475K +$46K +520 +9%
WF
570
WoodTrust Financial
Wisconsin
$471K +$26.8K +303 +5%
FIA
571
Foundations Investment Advisors
Arizona
$470K -$385K -4,352 -42%
IAS
572
Insigneo Advisory Services
Florida
$468K +$51.1K +578 +11%
NS
573
NBC Securities
Alabama
$464K -$511K -5,777 -49%
LOWM
574
Laurel Oak Wealth Management
New Jersey
$464K -$34.9K -395 -6%
CBTWT
575
Community Bank & Trust (Waco, Texas)
Texas
$460K +$75.5K +854 +17%
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