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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
676
Sandy Spring Bank
Maryland
$13.7K – – –
BWM
677
BKM Wealth Management
Wisconsin
$13.7K +$13.5K +203 New
CFFP
678
Center for Financial Planning
Michigan
$13.5K – – –
AWM
679
Activest Wealth Management
Florida
$13.5K +$13.3K +200 New
GIM
680
Gold Investment Management
Alberta, Canada
$13.5K +$13.3K +200 New
GEA
681
Glen Eagle Advisors
New Jersey
$12.9K – – –
PMFA
682
Plante Moran Financial Advisors
Michigan
$12.1K – – –
TVAMP
683
Tennessee Valley Asset Management Partners
Tennessee
$12.1K +$12K +180 New
MDCM
684
Morgan Dempsey Capital Management
Wisconsin
$11.4K – – –
VWA
685
Valued Wealth Advisors
Utah
$11.3K +$11.4K +171 New
NFSG
686
Newbridge Financial Services Group
Florida
$11.2K -$3.47K -52 -24%
TCPG
687
Trivant Custom Portfolio Group
California
$10.8K – – –
IGWM
688
ICA Group Wealth Management
Colorado
$10.2K +$10.1K +152 New
KSWA
689
Kathleen S. Wright Associates
Pennsylvania
$9.1K +$9K +135 New
CMP
690
Coston McIsaac & Partners
Maine
$9K – – –
FP
691
Financial Perspectives
Minnesota
$8.89K – – –
APW
692
Acima Private Wealth
Virginia
$8.42K – – –
AGWCA
693
Annis Gardner Whiting Capital Advisors
Florida
$7.77K – – –
BIA
694
Bell Investment Advisors
California
$7.55K – – –
CSC
695
Caldwell Sutter Capital
California
$7.48K – – –
GWSG
696
GPS Wealth Strategies Group
Colorado
$7.48K – – –
OIA
697
Optimum Investment Advisors
Illinois
$7.48K – – –
IAIM
698
International Assets Investment Management
Florida
$7.47K +$33.1M +495,826 +6,550%
AW
699
Avion Wealth
Texas
$7K – – –
C
700
Covestor
United Kingdom
$7K – – –