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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
651
OneAscent Financial Services
Alabama
$310K -$50.7K -573 -13%
CSP
652
Cary Street Partners
Virginia
$310K -$18K -203 -5%
CNBOF
653
City National Bank of Florida
Florida
$306K +$348K +3,936 New
BWA
654
Basecamp Wealth Advisors
Washington
$305K – – –
ALA
655
Atlas Legacy Advisors
California
$305K +$80.9K +915 +29%
OC
656
Oarsman Capital
Wisconsin
$304K – – –
MGIA
657
Moneta Group Investment Advisors
Missouri
$303K -$5.48K -62 -2%
EF
658
Entrust Financial
Pennsylvania
$301K – – –
UPS
659
UHLMANN PRICE SECURITIES
Illinois
$300K -$44.5K -503 -12%
OC
660
Oppenheimer & Co
New York
$299K -$32.7K -370 -9%
A
661
Argentarii
Ohio
$297K +$77.2K +873 +35%
NW
662
Naviter Wealth
Arkansas
$291K +$18.6K +210 +6%
CFO
663
CVA Family Office
Colorado
$289K – – –
UB
664
UMB Bank
Missouri
$288K -$69.3K -784 -17%
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$288K -$269K -3,047 -45%
PCA
666
Purkiss Capital Advisors
Connecticut
$286K +$19.1K +216 +6%
SCA
667
Sippican Capital Advisors
Massachusetts
$284K – – –
STCOSD
668
Sageworth Trust Company of South Dakota
South Dakota
$284K +$55.7K +630 +21%
BMCM
669
Bryn Mawr Capital Management
Pennsylvania
$283K +$24.1K +272 +8%
RIG
670
RiverFront Investment Group
Virginia
$282K +$97.1K +1,098 +43%
LW
671
Linscomb Wealth
Texas
$281K +$14.5K +164 +5%
HA
672
HFG Advisors
Ohio
$278K – – –
FA
673
Fiduciary Alliance
South Carolina
$276K +$17.2K +195 +6%
BGAI
674
Bruce G. Allen Investments
Colorado
$276K -$5.31K -60 -2%
MWA
675
MFA Wealth Advisors
Pennsylvania
$274K -$3.01K -34 -1%
25 26
27
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