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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
751
Legacy Bridge
Iowa
$6.4K – – –
TWD
752
True Wealth Design
Ohio
$5.82K -$818K -12,035 -99%
RWA
753
Redmont Wealth Advisors
Illinois
$5.82K – – –
IAIM
754
International Assets Investment Management
Florida
$5.69K +$24.6M +361,923 +6,367%
SHIM
755
Stone House Investment Management
Pennsylvania
$5.62K – – –
CCM
756
Chilton Capital Management
Texas
$5.56K +$5.84K +86 New
HWP
757
Highline Wealth Partners
California
$5.43K +$3.94K +58 +223%
SCA
758
Stuart Chaussee & Associates
California
$5.36K – – –
FAM
759
Flaharty Asset Management
Florida
$5.23K +$5.5K +81 New
AEPWM
760
Atlantic Edge Private Wealth Management
Florida
$4.85K – – –
CWP
761
Concord Wealth Partners
Virginia
$4.78K +$5.03K +74 New
CAM
762
Creekmur Asset Management
Illinois
$4.26K – – –
RFS
763
Richardson Financial Services
Massachusetts
$4.07K +$2.11K +31 +100%
CAM
764
Chesapeake Asset Management
New York
$3.88K – – –
PPA
765
Painted Porch Advisors
California
$3.62K – – –
SL
766
Salomon & Ludwin
Virginia
$3.3K – – –
CMA
767
Cedar Mountain Advisors
Oregon
$3.23K – – –
HIA
768
Harbor Investment Advisory
Maryland
$3.17K – – –
VWA
769
Valued Wealth Advisors
Utah
$2.95K – – –
MWA
770
MFA Wealth Advisors
Pennsylvania
$2.91K – – –
TRCT
771
Tower Research Capital (TRC)
New York
$2.78K -$70K -1,030 -96%
CSWM
772
Cassady Schiller Wealth Management
Ohio
$2.78K – – –
BHWM
773
Beaird Harris Wealth Management
Texas
$2.58K – – –
GFL
774
Granite FO LLC
New Hampshire
$2.52K +$2.65K +39 New
DF
775
DecisionPoint Financial
Arizona
$2.13K – – –
29 30
31
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