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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
626
Decision Investments
California
$346K -$3.63K -41 -0.9%
AWM
627
Avior Wealth Management
Nebraska
$345K +$72.3K +817 +23%
FM
628
Family Management
New York
$344K +$36.1K +408 +10%
SFS
629
Symphony Financial Services
Ohio
$342K – – –
MPPW
630
Mitchell & Pahl Private Wealth
Oklahoma
$341K – – –
FAG
631
Fortitude Advisory Group
Washington
$339K – – –
CTC
632
Cetera Trust Company
Minnesota
$337K – – –
TVPW
633
Third View Private Wealth
Connecticut
$337K -$42.5K -480 -10%
EWM
634
Empirical Wealth Management
Washington
$336K +$5.75K +65 +2%
PI
635
PFG Investments
New York
$333K +$32.4K +366 +9%
MMG
636
Monetary Management Group
Missouri
$330K – – –
PCG
637
Prosperity Consulting Group
Maryland
$329K +$94.2K +1,065 +34%
WFM
638
Wolff Financial Management
Michigan
$328K – – –
MHC
639
May Hill Capital
Massachusetts
$328K +$2.03K +23 +0.5%
JCM
640
Jacobi Capital Management
Pennsylvania
$325K -$16.5K -187 -4%
CIM
641
Capital Investment Management
Missouri
$321K +$94.6K +1,070 +35%
AFA
642
AA Financial Advisors
Ohio
$320K +$110K +1,245 +43%
CFA
643
Collaborative Fund Advisors
Nevada
$318K +$362K +4,095 New
SF
644
Symphony Financial
Texas
$318K -$88.2K -997 -20%
VW
645
Vantus Wealth
Pennsylvania
$317K +$361K +4,080 New
CH
646
Cromwell Holdings
Wyoming
$316K – – –
FTWA
647
Fifth Third Wealth Advisors
Ohio
$313K -$33.4K -378 -9%
MHR
648
Matthew Hamilton Rosenberg
$312K +$21.6K +244 +6%
FC
649
FCA Corp
Texas
$311K – – –
PCS
650
Personal CFO Solutions
New Jersey
$311K -$24.9K -281 -7%
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