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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
576
Thoroughbred Financial Services
Tennessee
$219K +$5.84K +86 +3%
DAS
577
Diversify Advisory Services
Utah
$218K -$12.9K -190 -5%
IIM
578
InTrack Investment Management
Vermont
$217K -$215K -3,160 -48%
CB
579
Commerce Bank
Missouri
$217K +$2.24K +33 +1%
SFG
580
SevenBridge Financial Group
Pennsylvania
$215K -$6.79K -100 -3%
MFIM
581
Mesirow Financial Investment Management
Illinois
$214K +$225K +3,305 New
LWA
582
Lantern Wealth Advisors
New York
$213K
Thrivent Financial for Lutherans
583
Thrivent Financial for Lutherans
Minnesota
$212K +$223K +3,283 New
OFS
584
Orrstown Financial Services
Pennsylvania
$210K +$220K +3,244 New
NRC
585
New Republic Capital
North Carolina
$208K +$2.45K +36 +1%
EWA
586
EverSource Wealth Advisors
Alabama
$207K -$204 -3 -0.1%
MGI
587
MayTech Global Investments
New York
$204K
IC
588
Inscription Capital
Texas
$203K -$28.8K -424 -12%
FW
589
FullCircle Wealth
Texas
$202K -$15.7K -231 -7%
GIA
590
GHP Investment Advisors
Colorado
$200K -$9.72K -143 -4%
AWM
591
Avior Wealth Management
Nebraska
$198K +$80.4K +1,183 +63%
GJWM
592
Gilliland Jeter Wealth Management
Arkansas
$194K
SAM
593
Smartleaf Asset Management
Massachusetts
$170K +$110K +1,617 +169%
CAL
594
Capital Analysts LLC
Pennsylvania
$165K +$3.6K +53 +2%
IWA
595
Icon Wealth Advisors
Texas
$163K -$2.04K -30 -1%
BBHC
596
Brown Brothers Harriman & Co
New York
$151K +$33.2K +488 +26%
NB
597
NBT Bank
New York
$145K +$153K +2,250 New
IBOK
598
Independence Bank of Kentucky
Kentucky
$142K +$7.07K +104 +5%
MTIC
599
Missouri Trust & Investment Company
Missouri
$141K
TH
600
TCTC Holdings
Texas
$136K -$904K -13,300 -86%