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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Accel Wealth Management
Iowa
$11K – – –
AA
577
Addison Advisors
Vermont
$11K +$1.81K +34 +20%
HFA
578
HC Financial Advisors
California
$11K +$11K +207 New
GEA
579
Glen Eagle Advisors
New Jersey
$9.47K – – –
LWP
580
Lumature Wealth Partners
Georgia
$9K -$59.8K -1,121 -87%
SAM
581
Strategic Asset Management
Minnesota
$9K -$8.75K -164 -50%
COCM
582
Charter Oak Capital Management
New Hampshire
$9K – – –
CNBTD
583
Citizens National Bank Trust Department
Mississippi
$9K – – –
MDCM
584
Morgan Dempsey Capital Management
Wisconsin
$9K – – –
ETI
585
Enterprise Trust & Investment
California
$9K +$9.12K +171 New
HC
586
Hoese & Co
Minnesota
$8K – – –
KFI
587
Key Financial Inc
Pennsylvania
$8K – – –
LFG
588
Larson Financial Group
Missouri
$8K – – –
OIA
589
Optimum Investment Advisors
Illinois
$8K – – –
CCA
590
Column Capital Advisors
Indiana
$8K +$1.65K +31 +28%
AIM
591
Anchor Investment Management
South Carolina
$7.9K – – –
HR
592
Howe & Rusling
New York
$7K – – –
CMP
593
Coston McIsaac & Partners
Maine
$7K +$7.31K +137 New
FP
594
Financial Perspectives
Minnesota
$6.95K – – –
PB
595
Pinnacle Bancorp
Nebraska
$6K -$1.33K -25 -19%
C
596
Covestor
United Kingdom
$6K – – –
KIG
597
Kessler Investment Group
Indiana
$6K – – –
NIC
598
Northwest Investment Counselors
Oregon
$6K – – –
TWA
599
TCI Wealth Advisors
Arizona
$6K +$5.6K +105 New
NSIM
600
North Star Investment Management
Illinois
$5K -$40.4K -758 -88%
22 23
24
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