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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
551
Old National Bancorp
Indiana
$506K -$54.7K -618 -9%
BAM
552
BOS Asset Management
Illinois
$504K -$8.84K -100 -2%
S
553
Sunpointe
Missouri
$503K -$104K -1,178 -15%
SA
554
Sovran Advisors
California
$502K +$66.6K +753 +14%
BEAM
555
Baker Ellis Asset Management
Washington
$502K – – –
MFG
556
Magnus Financial Group
New York
$498K +$146K +1,650 +35%
FFS
557
Founders Financial Securities
Maryland
$498K +$566K +6,399 New
CCM
558
Coldstream Capital Management
Washington
$495K -$1.68K -19 -0.3%
SRC
559
Sage Rhino Capital
California
$494K +$4.51K +51 +0.8%
GPW
560
Genesis Private Wealth
Virginia
$492K -$94.7K -1,071 -14%
AMPWP
561
Alvarez & Marsal Private Wealth Partners
Florida
$492K +$10.8K +122 +2%
AP
562
Anchyra Partners
Georgia
$491K +$24.8K +280 +5%
VA
563
VestGen Advisors
Illinois
$490K +$14.1K +159 +3%
MA
564
MONECO Advisors
Connecticut
$489K -$36.9K -417 -6%
HIM
565
Harbour Investment Management
Washington
$489K -$22.1K -250 -4%
CCFM
566
Clear Creek Financial Management
Washington
$488K +$7.16K +81 +1%
AOWM
567
Asset One Wealth Management
Washington
$488K – – –
AF
568
Advisornet Financial
Minnesota
$477K – – –
OCA
569
OpenArc Corporate Advisory
Georgia
$477K +$70.5K +797 +15%
AF
570
Allworth Financial
California
$477K +$3.36K +38 +0.6%
OWCM
571
One Wealth Capital Management
Arizona
$476K +$291K +3,289 +116%
BRWA
572
B. Riley Wealth Advisors
Florida
$475K +$46K +520 +9%
WF
573
WoodTrust Financial
Wisconsin
$471K +$26.8K +303 +5%
FIA
574
Foundations Investment Advisors
Arizona
$470K -$385K -4,352 -42%
IAS
575
Insigneo Advisory Services
Florida
$468K +$51.1K +578 +11%
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23
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