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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
726
SJS Investment Consulting
Ohio
$20.5K +$19.9K +314 New
CRI
727
Commonwealth Retirement Investments
Virginia
$20.3K +$19.7K +311 New
EP
728
Essential Partners
California
$19.8K +$19.2K +303 New
MMCM
729
Murphy & Mullick Capital Management
New York
$19.6K +$63 +1 +0.3%
TCM
730
Triumph Capital Management
Colorado
$19.6K +$18.9K +299 New
RF
731
Robinswood Financial
Washington
$19.6K +$18.9K +299 New
PWA
732
Physician Wealth Advisors
Utah
$19.4K +$12.3K +195 +191%
VNA
733
Valley National Advisers
Pennsylvania
$19K – – –
BIA
734
Bell Investment Advisors
California
$18.7K +$4.55K +72 +34%
KFAS
735
Keating Financial Advisory Services
Kansas
$18.6K +$18K +284 New
TCM
736
TD Capital Management
Tennessee
$18.4K – – –
CA
737
Clearstead Advisors
Ohio
$18.3K -$5.38K -85 -23%
GKIM
738
GW&K Investment Management
Massachusetts
$18K – – –
BWAM
739
Boyd Watterson Asset Management
Ohio
$17.4K – – –
HIIFS
740
Harel Insurance Investments & Financial Services
Israel
$17K – – –
MA
741
Montag & Associates
Georgia
$16.8K -$2.47K -39 -13%
W
742
WealthCollab
Washington
$15.8K +$5.75K +91 +60%
LWANC
743
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.4K +$14.9K +236 New
TWD
744
True Wealth Design
Ohio
$14.6K -$2.78K -44 -16%
USB
745
Union Savings Bank
Connecticut
$14.6K +$14.1K +223 New
NFSG
746
Newbridge Financial Services Group
Florida
$14.3K +$126 +2 +0.9%
AW
747
Avion Wealth
Texas
$14K – – –
PP
748
Pingora Partners
Wyoming
$13.7K – – –
CFFP
749
Center for Financial Planning
Michigan
$13.1K – – –
DSC
750
Duncker Streett & Co
Missouri
$13.1K – – –
28 29
30
31 32