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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
Harbour Investments
601
Harbour Investments
Wisconsin
$101K +$22.5K +370 +25%
Credit Agricole
602
Credit Agricole
France
$100K – – –
RTC
603
Riverview Trust Company
Washington
$95.4K – – –
EAM
604
Empirical Asset Management
Massachusetts
$92.4K +$4.17M +68,626 New
Loring Wolcott & Coolidge Fiduciary Advisors
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.6K – – –
GFPC
606
Global Financial Private Client
Florida
$84K – – –
MCM
607
Manchester Capital Management
Vermont
$82.1K -$148K -2,432 -62%
TFGT
608
TS Financial Group (TSFG)
Illinois
$82K – – –
South Dakota Investment Council
609
South Dakota Investment Council
South Dakota
$78K – – –
WA
610
Whipplewood Advisors
Colorado
$77.8K +$86.8K +1,427 New
CA
611
Crewe Advisors
Utah
$76.6K – – –
EBA
612
Eagle Bay Advisors
New York
$75.7K -$39.1K -643 -32%
Mondrian Investment Partners
613
Mondrian Investment Partners
United Kingdom
$74.6K +$20.7K +340 +36%
HNB
614
Hilltop National Bank
Wyoming
$72.8K – – –
ANBT
615
American National Bank & Trust
Texas
$71.7K – – –
Mather Group
616
Mather Group
Illinois
$71.1K -$426 -7 -0.5%
GCM
617
Gables Capital Management
Florida
$70.8K – – –
Larson Financial Group
618
Larson Financial Group
Missouri
$69.1K -$20.6K -339 -21%
Nisa Investment Advisors
619
Nisa Investment Advisors
Missouri
$66.4K +$6.08K +100 +9%
CT
620
Caldwell Trust
Florida
$65.5K – – –
DMKJ
621
David M. Knott Jr
$65.4K – – –
Arax Advisory Partners
622
Arax Advisory Partners
Colorado
$64.6K +$37.5K +617 +108%
MTIC
623
Missouri Trust & Investment Company
Missouri
$60K -$65.7K -1,081 -50%
JWA
624
JFS Wealth Advisors
Pennsylvania
$57.5K -$4.5K -74 -7%
Edmond de Rothschild Holding
625
Edmond de Rothschild Holding
Switzerland
$54.5K – – –