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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
701
Sandy Spring Bank
Maryland
$14K – – –
CFFP
702
Center for Financial Planning
Michigan
$13.8K – – –
GIM
703
Gold Investment Management
Alberta, Canada
$13.8K – – –
PB
704
Pinnacle Bancorp
Nebraska
$13.3K -$3.35K -51 -21%
CSC
705
Caldwell Sutter Capital
California
$12.6K +$4.72K +72 +65%
GEA
706
Glen Eagle Advisors
New Jersey
$12.4K -$721 -11 -6%
PMFA
707
Plante Moran Financial Advisors
Michigan
$12.4K – – –
MDCM
708
Morgan Dempsey Capital Management
Wisconsin
$11.6K – – –
TCPG
709
Trivant Custom Portfolio Group
California
$11K – – –
FMTCOCP
710
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K -$32.5K -496 -76%
CWM
711
Cranbrook Wealth Management
Michigan
$10.4K +$9.9K +151 New
IGWM
712
ICA Group Wealth Management
Colorado
$9.43K -$984 -15 -10%
KSWA
713
Kathleen S. Wright Associates
Pennsylvania
$9.29K – – –
FP
714
Financial Perspectives
Minnesota
$9.09K – – –
CMP
715
Coston McIsaac & Partners
Maine
$9K – – –
PCWA
716
Pacific Capital Wealth Advisors
California
$8.88K +$8.46K +129 New
AW
717
Avion Wealth
Texas
$8K – – –
NFSG
718
Newbridge Financial Services Group
Florida
$7.77K -$3.48K -53 -32%
OPTFSNA
719
Old Point Trust & Financial Services N A
Virginia
$7.71K +$7.35K +112 New
C
720
Covestor
United Kingdom
$7K – – –
SN
721
Sittner & Nelson
Oregon
$6.88K – – –
TFA
722
Toth Financial Advisory
Virginia
$6.88K – – –
TCM
723
TruNorth Capital Management
Michigan
$6.88K +$6.56K +100 New
LB
724
Legacy Bridge
Iowa
$6.82K – – –
HC
725
Hoese & Co
Minnesota
$6.41K – – –
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