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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
576
City Holding Co
West Virginia
$13K -$2.59K -50 -18%
HR
577
Howe & Rusling
New York
$13K – – –
AM
578
Atwater Malick
Pennsylvania
$13K +$13K +250 New
HIIFS
579
Harel Insurance Investments & Financial Services
Israel
$12K – – –
FGAM
580
Financial Gravity Asset Management
Texas
$11K -$18.6K -358 -63%
PMFA
581
Plante Moran Financial Advisors
Michigan
$11K – – –
M
582
MOTCO
Texas
$10K -$17.6K -339 -63%
APSP
583
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
FIA
584
FNY Investment Advisers
New York
$10K – – –
TJHA
585
Thomas J. Herzfeld Advisors
Florida
$10K +$2.49K +48 +34%
EWA
586
Evolution Wealth Advisors
Florida
$10K +$9.59K +185 New
CQS
587
Credential Qtrade Securities
$8.11K -$767K -14,791 -99%
BCA
588
Berman Capital Advisors
Georgia
$8K -$24.9K -480 -75%
SIAS
589
Shine Investment Advisory Services
Colorado
$8K – – –
WCM
590
Whitener Capital Management
North Carolina
$8K +$8.14K +157 New
WPA
591
West Paces Advisors
Georgia
$7.02K – – –
RIA
592
Realta Investment Advisors
Delaware
$7K -$41.3K -797 -85%
GWMIA
593
Global Wealth Management Investment Advisory
Florida
$6K -$13.2K -254 -67%
SCA
594
Stonebridge Capital Advisors
Minnesota
$6K -$5.7K -110 -48%
PFSC
595
Peoples Financial Services Corp
Pennsylvania
$6K – – –
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$467 +9 +9%
CI
597
CX Institutional
Indiana
$5K -$128K -2,477 -96%
BFC
598
Bedel Financial Consulting
Indiana
$5K – – –
TL
599
TrueWealth LLC
Georgia
$5K – – –
1IA
600
1834 Investment Advisors
Wisconsin
$5K +$5.19K +100 New
22 23
24
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