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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
551
Pathway Financial Advisors
Vermont
$31K +$31.4K +568 New
LWA
552
Lenox Wealth Advisors
New York
$29K +$29.2K +529 New
SIAS
553
Shine Investment Advisory Services
Colorado
$28K -$3.31K -60 -10%
AIS
554
Accurate Investment Solutions
Pennsylvania
$27K – – –
CFA
555
Carroll Financial Associates
North Carolina
$26K +$110 +2 +0.4%
RWA
556
Ropes Wealth Advisors
Massachusetts
$26K +$2.65K +48 +12%
AIM
557
Advantage Investment Management
Iowa
$25K – – –
TWA
558
TCI Wealth Advisors
Arizona
$25K – – –
T2I
559
Turim 21 Investimentos
Brazil
$23K – – –
PWM
560
Paulson Wealth Management
Illinois
$22K +$21.7K +393 New
CAC
561
Certified Advisory Corp
Florida
$22K +$22.1K +400 New
AC
562
Avestar Capital
New York
$22K +$24.7K +448 New
KPCM
563
Kings Point Capital Management
New York
$20K +$4.09K +74 +26%
VCM
564
Virtue Capital Management
Tennessee
$19K +$18.7K +339 New
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K – – –
HDIM
566
Hanson & Doremus Investment Management
Vermont
$17K – – –
JCM
567
Jacobi Capital Management
Pennsylvania
$17K – – –
GRP
568
Global Retirement Partners
California
$17K +$9.17K +166 +119%
AWM
569
Aevitas Wealth Management
Massachusetts
$17K +$16.9K +306 New
CTA
570
Carillon Tower Advisers
Florida
$16.8K +$16.8M +304,174 New
MA
571
MCF Advisors
Kentucky
$16K – – –
LF
572
Lee Financial
Texas
$16K +$7.95K +144 +100%
ARMC
573
American Research & Management Company
Massachusetts
$15K – – –
BRC
574
Bell Rock Capital
Delaware
$15K – – –
IP
575
Isthmus Partners
Wisconsin
$14K – – –
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