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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
MGIA
577
Moneta Group Investment Advisors
Missouri
$19K +$15.2K +266 +397%
HDIM
578
Hanson & Doremus Investment Management
Vermont
$18K – – –
AWM
579
Aevitas Wealth Management
Massachusetts
$18K +$172 +3 +1%
CIP
580
Convergence Investment Partners
Florida
$17K +$17K +296 New
ARMC
581
American Research & Management Company
Massachusetts
$16K – – –
BRC
582
Bell Rock Capital
Delaware
$16K – – –
JCM
583
Jacobi Capital Management
Pennsylvania
$16K +$115 +2 +0.7%
PFBT
584
Parkside Financial Bank & Trust
Missouri
$15K +$15.2K +265 New
IP
585
Isthmus Partners
Wisconsin
$14K – – –
SWP
586
Strategic Wealth Partners
Ohio
$14K +$2.69K +47 +24%
VCM
587
Vigilant Capital Management
Maine
$14K +$14.3K +250 New
MA
588
MCF Advisors
Kentucky
$12K -$4.75K -83 -28%
TF
589
Tompkins Financial
New York
$12K – – –
BWA
590
BDO Wealth Advisors
Florida
$12K +$11.5K +200 New
GAM
591
Gemmer Asset Management
California
$10K -$22.6K -395 -69%
SWMG
592
Signature Wealth Management Group
Georgia
$10K – – –
ECM
593
Exchange Capital Management
Michigan
$9K +$4.07K +71 +79%
AIM
594
Anchor Investment Management
South Carolina
$8.65K +$8.59K +150 New
GEA
595
Glen Eagle Advisors
New Jersey
$7.44K +$7.39K +129 New
FRA
596
Front Row Advisors
California
$7K -$115 -2 -2%
AF
597
Allworth Financial
California
$7K – – –
PFSC
598
Peoples Financial Services Corp
Pennsylvania
$7K – – –
TL
599
TrueWealth LLC
Georgia
$7K – – –
MCWS
600
McKinley Carter Wealth Services
West Virginia
$7K +$7.16K +125 New
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