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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
B
701
Bailard
California
– -$225K -3,487 Closed
FNBT
702
FineMark National Bank & Trust
Florida
– -$223K -3,466 Closed
WF
703
Welch & Forbes
Massachusetts
– -$222K -3,440 Closed
VDBMI
704
Van Den Berg Management I
Texas
– -$218K -3,383 Closed
DIA
705
Dean Investment Associates
Ohio
– -$216K -3,350 Closed
TCOO
706
Trust Company of Oklahoma
Oklahoma
– -$216K -3,350 Closed
BFO
707
Boston Family Office
Massachusetts
– -$216K -3,348 Closed
WSFS
708
Wilmington Savings Fund Society
Delaware
– -$212K -3,285 Closed
EHC
709
Everett Harris & Co
California
– -$210K -3,260 Closed
FMWA
710
Forvis Mazars Wealth Advisors
Missouri
– -$209K -3,241 Closed
CIA
711
Capital Investment Advisors
Georgia
– -$207K -3,222 Closed
BO
712
Bank OZK
Arkansas
– -$206K -3,204 Closed
CPA
713
Capital Planning Advisors
California
– -$206K -3,200 Closed
CG
714
Colony Group
Massachusetts
– -$205K -3,189 Closed
CPSAC
715
Chas P. Smith & Associates (CPS)
Florida
– -$204K -3,165 Closed
SCM
716
Schnieders Capital Management
California
– -$201K -3,128 Closed
RCA
717
Rowland Carmichael Advisors
Arizona
– -$200K -3,107 Closed
NEAM
718
New England Asset Management
Connecticut
– -$185K -2,868 Closed
CPIG
719
Chicago Partners Investment Group
Illinois
– -$125K -2,188 Closed
TPWA
720
TRUE Private Wealth Advisors
Oregon
– -$116K -1,786 Closed
GP
721
Girard Partners
Pennsylvania
– -$103K -1,605 Closed
APP
722
Avantax Planning Partners
Iowa
– -$93K -1,448 Closed
KF
723
Krilogy Financial
Missouri
– -$77K -1,188 Closed
EDRH
724
Edmond de Rothschild Holding
Switzerland
– -$75K -1,170 Closed
ICM
725
IMS Capital Management
Oregon
– -$60K -931 Closed
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