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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
751
Harbor Asset Planning
Massachusetts
$4.42K +$4.27K +72 New
PMIM
752
Prudent Man Investment Management
Colorado
$4.42K – – –
MAS
753
MPWM Advisory Solutions
Georgia
$4.24K – – –
TCOV
754
Trust Company of Vermont
Vermont
$4.17K – – –
HWP
755
Highline Wealth Partners
California
$4.11K -$890 -15 -18%
MBFW
756
Morton Brown Family Wealth
Pennsylvania
$4.11K – – –
DAM
757
Delta Asset Management
Tennessee
$4.05K – – –
BFP
758
Briaud Financial Planning
Texas
$4K +$4.15K +70 New
NRG
759
Nemes Rush Group
Michigan
$3.99K +$3.86K +65 New
CPG
760
Cornerstone Planning Group
New Jersey
$3.92K -$2.43K -41 -39%
HHGA
761
Halbert Hargrove Global Advisors
California
$3.87K -$14.9K -251 -80%
KA
762
Kozak & Associates
Colorado
$3.75K – – –
RWS
763
Retirement Wealth Solutions
Wisconsin
$3.75K – – –
CIA
764
Cape Investment Advisory
Georgia
$3.5K +$3.38K +57 New
HIA
765
Harbor Investment Advisory
Maryland
$3.44K – – –
ME
766
McIlrath & Eck
Washington
$3.25K – – –
PSFG
767
Park Square Financial Group
Georgia
$3.19K – – –
MDA
768
Minot DeBlois Advisors
Massachusetts
$3.07K – – –
NSG
769
Nalls Sherbakoff Group
Tennessee
$3.07K – – –
MWM
770
MorganRosel Wealth Management
Colorado
$3.01K – – –
DWM
771
Darwin Wealth Management
Florida
$2.95K – – –
VWA
772
Valued Wealth Advisors
Utah
$2.81K – – –
SL
773
Salomon & Ludwin
Virginia
$2.79K +$1.31K +22 +100%
AFG
774
Albion Financial Group
Utah
$2.7K -$1.9K -32 -42%
MAM
775
Morse Asset Management
Connecticut
$2.64K +$2.55K +43 New
29 30
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