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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
626
Personal CFO Solutions
New Jersey
$389K -$11.6K -152 -3%
EWM
627
Empirical Wealth Management
Washington
$387K +$83.6K +1,094 +35%
MWA
628
Medallion Wealth Advisors
Connecticut
$387K – – –
MMG
629
Monetary Management Group
Missouri
$387K -$229K -3,000 -41%
SFS
630
Sowell Financial Services
Arkansas
$385K -$107K -1,400 -25%
WFM
631
Wolff Financial Management
Michigan
$384K – – –
OC
632
Oppenheimer & Co
New York
$383K -$430K -5,631 -57%
MHC
633
May Hill Capital
Massachusetts
$382K -$52.2K -683 -14%
CSP
634
Cary Street Partners
Virginia
$381K – – –
HIP
635
HUB Investment Partners
Texas
$379K -$10K -131 -3%
FM
636
Family Management
New York
$375K +$43.8K +573 +17%
CH
637
Cromwell Holdings
Wyoming
$369K +$306K +4,011 New
FC
638
FCA Corp
Texas
$364K – – –
MGIA
639
Moneta Group Investment Advisors
Missouri
$361K -$15.8K -207 -5%
TPI
640
Trust Point Inc
Wisconsin
$358K -$288K -3,773 -49%
BWA
641
Basecamp Wealth Advisors
Washington
$357K – – –
PI
642
PFG Investments
New York
$357K -$1.83K -24 -0.6%
OC
643
Oarsman Capital
Wisconsin
$356K -$6.42K -84 -2%
KA
644
Kovack Advisors
Florida
$353K -$20.6K -269 -6%
EF
645
Entrust Financial
Pennsylvania
$352K +$296K +3,874 New
CAG
646
Crestwood Advisors Group
Massachusetts
$350K +$294K +3,849 New
WFI
647
West Family Investments
California
$343K -$53.4K -699 -16%
MHR
648
Matthew Hamilton Rosenberg
$343K +$288K +3,766 New
CB
649
Commerce Bank
Missouri
$342K -$32.9K -430 -10%
CFO
650
CVA Family Office
Colorado
$338K – – –
24 25
26
27 28