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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$248K -$98.9K -1,640 -26%
PPG
552
Peak Planning Group
Colorado
$248K -$3.62K -60 -2%
Sanibel Captiva Trust Company
553
Sanibel Captiva Trust Company
Florida
$245K -$18.9K -314 -8%
Kingswood Wealth Advisors
554
Kingswood Wealth Advisors
California
$245K -$19.3K -320 -8%
Janus Henderson Group
555
Janus Henderson Group
$244K -$66.4K -1,101 -22%
CFO
556
CVA Family Office
Colorado
$244K +$965 +16 +0.4%
Annex Advisory Services
557
Annex Advisory Services
Wisconsin
$243K -$4.34M -71,975 -95%
BF
558
Brucke Financial
Indiana
$243K -$4.46K -74 -2%
Brighton Jones LLC
559
Brighton Jones LLC
Washington
$243K +$226K +3,750 New
Gotham Asset Management
560
Gotham Asset Management
New York
$241K +$225K +3,723 New
SA
561
Strategic Advisors
New York
$238K – – –
BCG
562
BayBridge Capital Group
California
$238K +$222K +3,676 New
BGAI
563
Bruce G. Allen Investments
Colorado
$238K +$48.5K +804 +28%
SW
564
SVB Wealth
Massachusetts
$237K -$84.6K -1,402 -28%
LAS
565
Lloyd Advisory Services
Georgia
$237K +$221K +3,663 New
HCP
566
Hexagon Capital Partners
Arkansas
$236K -$13.3K -220 -6%
MHR
567
Matthew Hamilton Rosenberg
$235K – – –
Centiva Capital
568
Centiva Capital
New York
$232K -$92.5K -1,534 -30%
DCM
569
DGS Capital Management
New Jersey
$228K +$213K +3,527 New
PWPS
570
Pinnacle Wealth Planning Services
Ohio
$226K +$210K +3,488 New
GAMMA Investing
571
GAMMA Investing
California
$224K +$30.1K +499 +17%
MWA
572
MFA Wealth Advisors
Pennsylvania
$222K +$207K +3,436 New
VFA
573
Voya Financial Advisors
Connecticut
$222K +$208K +3,456 New
SVWAG
574
Sound View Wealth Advisors Group
Georgia
$220K +$205K +3,394 New
IFWM
575
Institute for Wealth Management
Colorado
$219K +$205K +3,391 New