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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
576
Financial & Tax Architects
Missouri
$457K +$519K +5,873 New
LG
577
Leuthold Group
Minnesota
$453K – – –
HSA
578
HBK Sorce Advisory
Pennsylvania
$453K +$11.2K +127 +2%
7WCP
579
71 West Capital Partners
Massachusetts
$452K +$307K +3,466 +148%
IP
580
Indivisible Partners
Florida
$451K +$251K +2,839 +96%
1IA
581
1620 Investment Advisors
Massachusetts
$437K -$88 -1 -0%
BCIM
582
British Columbia Investment Management
British Columbia, Canada
$433K -$2.5M -28,279 -84%
GBT
583
Grove Bank & Trust
Florida
$432K +$327K +3,700 +199%
AWA
584
Aaron Wealth Advisors
Illinois
$431K -$184K -2,075 -27%
1WA
585
180 Wealth Advisors
Washington
$415K -$15.3K -173 -3%
MMA
586
Miracle Mile Advisors
California
$414K +$51.1K +578 +12%
GCM
587
Gallacher Capital Management
Colorado
$413K -$432K -4,879 -48%
AC
588
AlphaCore Capital
California
$412K -$75.3K -851 -14%
XWL
589
XXI Wealth LLC
Illinois
$411K -$20.2K -228 -4%
DWM
590
Drive Wealth Management
Utah
$410K +$8.49K +96 +2%
SC
591
Scotia Capital
Ontario, Canada
$406K -$31.5K -356 -6%
CFA
592
Cahill Financial Advisors
Minnesota
$402K – – –
WCFA
593
Walkner Condon Financial Advisors
Wisconsin
$400K +$56.9K +643 +14%
PTC
594
Private Trust Company
Ohio
$400K +$455K +5,143 New
KCM
595
Kathmere Capital Management
Pennsylvania
$399K -$148K -1,671 -25%
AL
596
Aspiriant LLC
California
$399K -$5.31K -60 -1%
BTC
597
Bank & Trust Company
Illinois
$398K -$247K -2,792 -35%
DW30
598
Drucker Wealth 3.0
New Jersey
$397K -$11.2K -127 -2%
CPA
599
Capital Performance Advisors
California
$396K -$128K -1,447 -22%
AWM
600
Axxcess Wealth Management
California
$391K +$445K +5,027 New
22 23
24
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