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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Aevitas Wealth Management
Massachusetts
$17K +$172 +3 +1%
AC
602
Avestar Capital
New York
$16K -$24.5K -427 -56%
CBT
603
Central Bank & Trust
Kentucky
$16K – – –
FRA
604
Front Row Advisors
California
$16K +$10.4K +182 +148%
PB
605
Pinnacle Bancorp
Nebraska
$16K +$17.5K +305 New
AIM
606
Anchor Investment Management
South Carolina
$15.7K +$8.59K +150 +100%
HR
607
Howe & Rusling
New York
$15K -$27.6K -481 -62%
JCM
608
Jacobi Capital Management
Pennsylvania
$15K +$115 +2 +0.7%
KPW
609
Kore Private Wealth
New York
$15K +$15.9K +277 New
ARMC
610
American Research & Management Company
Massachusetts
$14K – – –
BRC
611
Bell Rock Capital
Delaware
$14K – – –
MCM
612
Manchester Capital Management
Vermont
$14K – – –
PFBT
613
Parkside Financial Bank & Trust
Missouri
$14K – – –
CIAS
614
Capital Investment Advisory Services
North Carolina
$14K +$15.2K +266 New
W
615
WealthOne
New York
$14K +$15.5K +271 New
GSC
616
G&S Capital
Colorado
$13K +$14.3K +249 New
WHG
617
Westwood Holdings Group
Texas
$12K -$67.6K -1,180 -84%
CC
618
Claybrook Capital
Massachusetts
$12K +$12.7K +221 New
WDL
619
Well Done LLC
Michigan
$12K +$12.7K +221 New
SWP
620
Strategic Wealth Partners
Ohio
$11K – – –
TAIM
621
TD Ameritrade Investment Management
Nebraska
$11K +$9.91K +173 +541%
M
622
MOTCO
Texas
$10K -$13.3K -232 -54%
AF
623
Allworth Financial
California
$10K -$2K -35 -15%
APSP
624
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
TF
625
Tompkins Financial
New York
$10K – – –
23 24
25
26 27