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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
551
Capital Performance Advisors
California
$226K +$219K +3,685 New
LAS
552
Lloyd Advisory Services
Georgia
$224K -$534 -9 -0.2%
SFS
553
Sowell Financial Services
Arkansas
$220K -$43.7K -736 -17%
WS
554
Wedbush Securities
California
$220K +$12.7K +214 +6%
FPAS
555
Focus Partners Advisor Solutions
Missouri
$219K +$20.9K +353 +11%
VVP
556
Venture Visionary Partners
Ohio
$219K +$211K +3,562 New
FFB
557
First Financial Bankshares
Texas
$217K +$210K +3,536 New
MMA
558
Miracle Mile Advisors
California
$217K +$209K +3,529 New
EWM
559
Empirical Wealth Management
Washington
$215K +$208K +3,506 New
OFS
560
OneAscent Financial Services
Alabama
$210K -$29K -489 -13%
EFS
561
Essex Financial Services
Connecticut
$210K +$14.2K +239 +8%
IFWM
562
Institute for Wealth Management
Colorado
$208K – – –
FA
563
Fiduciary Alliance
South Carolina
$207K +$200K +3,371 New
VH
564
Visionary Horizons
Tennessee
$207K – – –
VFA
565
Voya Financial Advisors
Connecticut
$206K -$6.71K -113 -3%
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$14.2K +240 +8%
SCTC
567
Sanibel Captiva Trust Company
Florida
$205K -$26.7K -450 -12%
AWM
568
Apollon Wealth Management
South Carolina
$205K -$61.2K -1,032 -24%
DFA
569
Delta Financial Advisors
Louisiana
$204K -$2.97K -50 -1%
CB
570
Commerce Bank
Missouri
$204K -$2.97K -50 -1%
LWA
571
Lantern Wealth Advisors
New York
$203K +$196K +3,300 New
HP
572
Haven Private
Florida
$201K +$195K +3,281 New
DC
573
Diametric Capital
Massachusetts
$201K +$194K +3,276 New
SA
574
Strategic Advisors
New York
$201K -$24.5K -412 -11%
APIM
575
Agate Pass Investment Management
Washington
$201K -$166K -2,800 -46%
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