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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
576
Hanson & Doremus Investment Management
Vermont
$18K – – –
AWM
577
Aevitas Wealth Management
Massachusetts
$18K +$172 +3 +1%
CIP
578
Convergence Investment Partners
Florida
$17K +$17K +296 New
ARMC
579
American Research & Management Company
Massachusetts
$16K – – –
BRC
580
Bell Rock Capital
Delaware
$16K – – –
JCM
581
Jacobi Capital Management
Pennsylvania
$16K +$115 +2 +0.7%
PFBT
582
Parkside Financial Bank & Trust
Missouri
$15K +$15.2K +265 New
IP
583
Isthmus Partners
Wisconsin
$14K – – –
SWP
584
Strategic Wealth Partners
Ohio
$14K +$2.69K +47 +24%
VCM
585
Vigilant Capital Management
Maine
$14K +$14.3K +250 New
MA
586
MCF Advisors
Kentucky
$12K -$4.75K -83 -28%
TF
587
Tompkins Financial
New York
$12K – – –
BWA
588
BDO Wealth Advisors
Florida
$12K +$11.5K +200 New
GAM
589
Gemmer Asset Management
California
$10K -$22.6K -395 -69%
SWMG
590
Signature Wealth Management Group
Georgia
$10K – – –
ECM
591
Exchange Capital Management
Michigan
$9K +$4.07K +71 +79%
AIM
592
Anchor Investment Management
South Carolina
$8.65K +$8.59K +150 New
GEA
593
Glen Eagle Advisors
New Jersey
$7.44K +$7.39K +129 New
FRA
594
Front Row Advisors
California
$7K -$115 -2 -2%
AF
595
Allworth Financial
California
$7K – – –
PFSC
596
Peoples Financial Services Corp
Pennsylvania
$7K – – –
TL
597
TrueWealth LLC
Georgia
$7K – – –
MCWS
598
McKinley Carter Wealth Services
West Virginia
$7K +$7.16K +125 New
HT
599
Heritage Trust
Oklahoma
$6K – – –
TAM
600
Trust Asset Management
Texas
$6K – – –
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