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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
LW
626
Linscomb Wealth
Texas
$208K -$51.8K -819 -21%
IFG
627
Independent Financial Group
California
$208K +$201K +3,180 New
EWM
628
Empirical Wealth Management
Washington
$207K -$173K -2,735 -46%
OP
629
ORG Partners
Indiana
$206K -$6.32K -100 -3%
CIM
630
Capital Investment Management
Missouri
$205K +$198K +3,128 New
SM
631
Sweeney & Michel
California
$202K +$165K +2,604 New
VM
632
VPR Management
Texas
$196K
LI
633
LRI Investments
Florida
$194K
PWPS
634
Pinnacle Wealth Planning Services
Ohio
$184K +$178K +2,816 New
IA
635
IFP Advisors
Florida
$184K +$86.6K +1,370 +94%
GM
636
GeoWealth Management
Illinois
$180K -$176K -2,788 -50%
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$172K +$166K +2,630 New
NMG
638
New Millennium Group
Utah
$164K +$98.8K +1,562 +165%
VSQM
639
V-Square Quantitative Management
Illinois
$162K +$157K +2,481 New
SC
640
Sawyer & Company
Massachusetts
$157K -$43.1K -681 -22%
CAL
641
Capital Analysts LLC
Pennsylvania
$149K
RFP
642
Root Financial Partners
California
$145K +$18.7K +296 +15%
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
$143K -$87.3K -1,380 -39%
WSFS
644
Wilmington Savings Fund Society
Delaware
$137K -$5.44K -86 -4%
GIA
645
GHP Investment Advisors
Colorado
$132K
BCWM
646
Bartlett & Co Wealth Management
Ohio
$129K
CT
647
Caldwell Trust
Florida
$124K +$44.9K +710 +60%
SSG
648
Summit Securities Group
New York
$124K +$114K +1,800 +1,800%
TH
649
TCTC Holdings
Texas
$118K
RTC
650
Riverview Trust Company
Washington
$114K