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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
726
Sweeney & Michel
California
$224K – – –
BPW
727
Bingham Private Wealth
California
$223K +$18.5K +209 +8%
AWM
728
Angeles Wealth Management
California
$223K -$354 -4 -0.1%
IFG
729
Independent Financial Group
California
$222K -$12.6K -143 -5%
SA
730
Strategic Advisors
New York
$222K – – –
AIP
731
Avail Investment Partners
Pennsylvania
$221K +$251K +2,840 New
FFN
732
Focus Financial Network
Minnesota
$220K -$1.5K -17 -0.6%
GIA
733
GHP Investment Advisors
Colorado
$219K – – –
RB
734
Renasant Bank
Mississippi
$219K -$67K -758 -21%
JMA
735
J.M. Arbour
Maine
$219K -$60.4K -683 -20%
RFP
736
Root Financial Partners
California
$218K +$48.5K +548 +24%
WI
737
WrapManager Inc
California
$218K -$15.6K -176 -6%
SFS
738
Sowell Financial Services
Arkansas
$218K -$126K -1,429 -34%
BW
739
BIP Wealth
Georgia
$217K +$14.5K +164 +6%
FFG
740
Fiduciary Financial Group
California
$215K +$13.6K +154 +6%
KWMG
741
King Wealth Management Group
Florida
$215K +$245K +2,770 New
SEP
742
Southland Equity Partners
Missouri
$215K +$29.2K +330 +14%
GWP
743
Gateway Wealth Partners
Wisconsin
$215K -$43.8K -495 -15%
CAAS
744
Capital Asset Advisory Services
Michigan
$214K +$244K +2,756 New
SFA
745
Souders Financial Advisors
Ohio
$213K +$265 +3 +0.1%
IC
746
Inscription Capital
Texas
$212K +$241K +2,729 New
SMA
747
Seven Mile Advisory
New Jersey
$211K -$1.77K -20 -0.7%
WANY
748
Wealthspire Advisors (New York)
New York
$211K -$33.3K -376 -12%
TDB
749
Thompson David Blair
$210K – – –
ACM
750
Advisors Capital Management
New Jersey
$209K +$238K +2,686 New
28 29
30
31 32