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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
751
Johnson Investment Counsel
Ohio
$208K +$7.61K +86 +3%
NL
752
NWAM LLC
Washington
$207K +$236K +2,666 New
BHPW
753
Beverly Hills Private Wealth
California
$207K -$704K -7,958 -75%
RCA
754
Resonant Capital Advisors
Wisconsin
$207K +$235K +2,660 New
BC
755
Burney Company
Virginia
$206K – – –
CAM
756
Cresset Asset Management
Illinois
$205K -$92.8K -1,049 -28%
ICP
757
Interchange Capital Partners
Pennsylvania
$204K +$229K +2,588 New
KA
758
Klingman & Associates
New York
$204K +$21K +238 +10%
RIA
759
Retirement Investment Advisors
Oklahoma
$204K +$223K +2,516 New
DDPIC
760
Deroy & Devereaux Private Investment Counsel
Michigan
$202K – – –
MWA
761
Medallion Wealth Advisors
Connecticut
$202K -$143K -1,620 -38%
CAM
762
Cozad Asset Management
Illinois
$201K +$4.42K +50 +2%
LI
763
LRI Investments
Florida
$201K -$34.7K -392 -13%
LAS
764
Lloyd Advisory Services
Georgia
$201K +$226K +2,556 +9,467%
VVP
765
Venture Visionary Partners
Ohio
$201K +$6.19K +70 +3%
CSPIA
766
Cary Street Partners Investment Advisory
Virginia
$178K -$354 -4 -0.2%
CAL
767
Capital Analysts LLC
Pennsylvania
$174K -$3.8K -43 -2%
SC
768
Sawyer & Company
Massachusetts
$172K -$2.39K -27 -1%
HNB
769
Hilltop National Bank
Wyoming
$167K – – –
AC
770
Avestar Capital
New York
$166K -$135K -1,531 -42%
WSFS
771
Wilmington Savings Fund Society
Delaware
$165K -$26.5K -300 -12%
EAM
772
Exane Asset Management
France
$164K -$1.06M -12,007 -85%
CF
773
Centaurus Financial
California
$161K – – –
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$160K -$14.4K -163 -7%
BCWM
775
Bartlett & Co Wealth Management
Ohio
$156K – – –
29 30
31
32 33