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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
626
Symphony Financial Services
Ohio
$342K – – –
MPPW
627
Mitchell & Pahl Private Wealth
Oklahoma
$341K – – –
FAG
628
Fortitude Advisory Group
Washington
$339K – – –
CTC
629
Cetera Trust Company
Minnesota
$337K – – –
TVPW
630
Third View Private Wealth
Connecticut
$337K -$42.5K -480 -10%
EWM
631
Empirical Wealth Management
Washington
$336K +$5.75K +65 +2%
PI
632
PFG Investments
New York
$333K +$32.4K +366 +9%
MMG
633
Monetary Management Group
Missouri
$330K – – –
PCG
634
Prosperity Consulting Group
Maryland
$329K +$94.2K +1,065 +34%
WFM
635
Wolff Financial Management
Michigan
$328K – – –
MHC
636
May Hill Capital
Massachusetts
$328K +$2.03K +23 +0.5%
JCM
637
Jacobi Capital Management
Pennsylvania
$325K -$16.5K -187 -4%
CIM
638
Capital Investment Management
Missouri
$321K +$94.6K +1,070 +35%
AFA
639
AA Financial Advisors
Ohio
$320K +$110K +1,245 +43%
CFA
640
Collaborative Fund Advisors
Nevada
$318K +$362K +4,095 New
SF
641
Symphony Financial
Texas
$318K -$88.2K -997 -20%
VW
642
Vantus Wealth
Pennsylvania
$317K +$361K +4,080 New
CH
643
Cromwell Holdings
Wyoming
$316K – – –
FTWA
644
Fifth Third Wealth Advisors
Ohio
$313K -$33.4K -378 -9%
MHR
645
Matthew Hamilton Rosenberg
$312K +$21.6K +244 +6%
FC
646
FCA Corp
Texas
$311K – – –
PCS
647
Personal CFO Solutions
New Jersey
$311K -$24.9K -281 -7%
OFS
648
OneAscent Financial Services
Alabama
$310K -$50.7K -573 -13%
CSP
649
Cary Street Partners
Virginia
$310K -$18K -203 -5%
CNBOF
650
City National Bank of Florida
Florida
$306K +$348K +3,936 New
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