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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
726
Financial Perspectives
Minnesota
$7.19K – – –
CMP
727
Coston McIsaac & Partners
Maine
$7K – – –
MDA
728
Minot DeBlois Advisors
Massachusetts
$6.76K +$7.54K +124 New
ATC
729
Adirondack Trust Company
New York
$6.65K -$13.9K -229 -65%
NC
730
NewSquare Capital
Pennsylvania
$6.65K +$7.42K +122 New
ETS
731
ESL Trust Services
New York
$6.54K – – –
BIA
732
Bell Investment Advisors
California
$6.32K +$547 +9 +8%
CSC
733
Caldwell Sutter Capital
California
$6.05K -$3.65K -60 -35%
Q1WB
734
Quest 10 Wealth Builders
Virginia
$5.83K +$6.51K +107 New
T
735
Transce3nd
Texas
$5.61K +$6.26K +103 New
ITIM
736
Indiana Trust & Investment Management
Indiana
$5.5K +$6.14K +101 New
NSIM
737
North Star Investment Management
Illinois
$5.45K -$25.2K -414 -81%
HC
738
Hoese & Co
Minnesota
$5.45K -$3.59K -59 -37%
SIS
739
Strategic Investment Solutions
Illinois
$5.45K – – –
TFA
740
Toth Financial Advisory
Virginia
$5.45K – – –
ME
741
McIlrath & Eck
Washington
$5.45K +$6.08K +100 New
LB
742
Legacy Bridge
Iowa
$5.4K – – –
FIM
743
FWL Investment Management
Texas
$5.23K +$5.84K +96 New
AW
744
Avion Wealth
Texas
$5K – – –
CPG
745
Cornerstone Planning Group
New Jersey
$4.83K -$1.58K -26 -24%
AF
746
Atala Financial
California
$4.69K +$5.23K +86 New
OA
747
Operose Advisors
Wisconsin
$4.63K +$5.17K +85 New
SCA
748
Stuart Chaussee & Associates
California
$4.52K – – –
PMIM
749
Prudent Man Investment Management
Colorado
$4.42K +$4.93K +81 New
AA
750
Ancora Advisors
Ohio
$4.3K +$4.8K +79 New
28 29
30
31 32