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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
726
Elevation Wealth Partners
California
$11.3K +$11.9K +175 New
CSC
727
Caldwell Sutter Capital
California
$11.1K – – –
ATS
728
Ashton Thomas Securities
New York
$11K +$11.6K +170 New
SC
729
SouthState Corp
Florida
$10.7K – – –
TCPG
730
Trivant Custom Portfolio Group
California
$10.3K – – –
HC
731
Hoese & Co
Minnesota
$10.3K – – –
CWM
732
Cranbrook Wealth Management
Michigan
$9.76K – – –
PCWA
733
Pacific Capital Wealth Advisors
California
$9.37K +$1.09K +16 +12%
VWM
734
Valley Wealth Managers
New Jersey
$9.11K +$9.58K +141 New
PW
735
Paladin Wealth
Minnesota
$8.92K +$9.38K +138 New
KSWA
736
Kathleen S. Wright Associates
Pennsylvania
$8.72K – – –
CTWM
737
Cherry Tree Wealth Management
Minnesota
$8.6K – – –
FP
738
Financial Perspectives
Minnesota
$8.53K – – –
BSB
739
Bangor Savings Bank
Maine
$8.14K -$7.95K -117 -48%
TF
740
Tompkins Financial
New York
$7.88K +$8.29K +122 New
ETS
741
ESL Trust Services
New York
$7.75K – – –
GJIA
742
Glass Jacobson Investment Advisors
Maryland
$7.69K – – –
CWC
743
Carolinas Wealth Consulting
North Carolina
$7.61K – – –
AW
744
Avion Wealth
Texas
$7K – – –
BIA
745
Bell Investment Advisors
California
$6.92K – – –
CPG
746
Cornerstone Planning Group
New Jersey
$6.92K +$1.22K +18 +20%
M
747
MOTCO
Texas
$6.85K – – –
HGA
748
Hobbs Group Advisors
South Carolina
$6.66K – – –
TFA
749
Toth Financial Advisory
Virginia
$6.46K – – –
SIS
750
Strategic Investment Solutions
Illinois
$6.46K +$6.79K +100 New
28 29
30
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