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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
576
Ropes Wealth Advisors
Massachusetts
$28K – – –
OBWP
577
O'Brien Wealth Partners
Massachusetts
$27K – – –
CLOS
578
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
CA
579
Centerpoint Advisors
Massachusetts
$26K +$25.9K +423 New
T2I
580
Turim 21 Investimentos
Brazil
$25K – – –
SFSIG
581
San Francisco Sentry Investment Group
California
$24K -$259K -4,218 -91%
AIM
582
Advantage Investment Management
Iowa
$24K -$3.13K -51 -11%
B
583
Bridgeworth
Alabama
$23K +$23.4K +381 New
KPCM
584
Kings Point Capital Management
New York
$21K – – –
JFGIW
585
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$1.66K +27 +8%
AC
586
Avestar Capital
New York
$19K -$735 -12 -3%
AWM
587
Aevitas Wealth Management
Massachusetts
$19K +$184 +3 +1%
CBT
588
Central Bank & Trust
Kentucky
$18K +$18.4K +300 New
RWP
589
RWA Wealth Partners
Massachusetts
$18K +$18.4K +300 New
BL
590
Balentine LLC
Georgia
$18K +$18.6K +304 New
ARMC
591
American Research & Management Company
Massachusetts
$17K – – –
BRC
592
Bell Rock Capital
Delaware
$17K – – –
JCM
593
Jacobi Capital Management
Pennsylvania
$17K – – –
PFBT
594
Parkside Financial Bank & Trust
Missouri
$16K – – –
BCA
595
Bay Colony Advisors
Massachusetts
$16K +$16.3K +266 New
IP
596
Isthmus Partners
Wisconsin
$15K – – –
SWP
597
Strategic Wealth Partners
Ohio
$15K – – –
JA
598
JOYN Advisors
Georgia
$15K +$12.3K +201 +428%
RWA
599
River Wealth Advisors
Pennsylvania
$15K +$15K +245 New
AF
600
Allworth Financial
California
$14K +$6.19K +101 +81%
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