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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
FI
601
Fosun International
China
– -$330K -6,000 Closed
AAIM
602
Asset Advisors Investment Management
Georgia
– -$327K -5,975 Closed
SIS
603
Susquehanna International Securities
Ireland
– -$324K -5,857 Closed
CAM
604
Cozad Asset Management
Illinois
– -$317K -5,727 Closed
AA
605
Argent Advisors
Louisiana
– -$314K -5,725 Closed
GBT
606
Grove Bank & Trust
Florida
– -$317K -5,723 Closed
NorthRock Partners
607
NorthRock Partners
Minnesota
– -$302K -5,461 Closed
SWM
608
Segment Wealth Management
Texas
– -$302K -5,453 Closed
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
– -$300K -5,430 Closed
BFIM
610
Beese Fulmer Investment Management
Ohio
– -$300K -5,425 Closed
GLA
611
Good Life Advisors
Pennsylvania
– -$300K -5,416 Closed
PWPS
612
Pinnacle Wealth Planning Services
Ohio
– -$299K -5,407 Closed
Hartford Investment Management Co (HIMCO)
613
Hartford Investment Management Co (HIMCO)
Connecticut
– -$288K -5,208 Closed
Belpointe Asset Management
614
Belpointe Asset Management
Nevada
– -$287K -5,195 Closed
MC
615
Miles Capital
Iowa
– -$286K -5,165 Closed
SW
616
SkyOak Wealth
Michigan
– -$285K -5,153 Closed
Chevy Chase Trust
617
Chevy Chase Trust
Maryland
– -$279K -5,035 Closed
WA
618
WealthTrust Axiom
Pennsylvania
– -$276K -5,007 Closed
BS
619
Boenning & Scattergood
Pennsylvania
– -$277K -5,000 Closed
EGA
620
E&G Advisors
Texas
– -$276K -4,990 Closed
RC
621
Roundview Capital
New Jersey
– -$276K -4,988 Closed
SRC
622
Sage Rhino Capital
California
– -$276K -4,977 Closed
FPS
623
Fieldpoint Private Securities
Connecticut
– -$275K -4,975 Closed
9WM
624
9258 Wealth Management
Ohio
– -$272K -4,927 Closed
BOTW
625
Bank of the West
California
– -$271K -4,894 Closed