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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
751
Gold Investment Management
Alberta, Canada
$13.1K – – –
SWIM
752
Smallwood Wealth Investment Management
New Jersey
$13.1K – – –
VWM
753
Vermillion Wealth Management
Minnesota
$13.1K – – –
HFM
754
Harvest Fund Management
China
$13K +$12.9K +204 New
MPW
755
MASECO Private Wealth
$12.5K +$12.1K +191 New
TFM
756
TFC Financial Management
Massachusetts
$12.1K +$11.7K +185 New
BFS
757
Bare Financial Services
Pennsylvania
$11K -$1.39K -22 -12%
NSIM
758
North Star Investment Management
Illinois
$10.9K +$4.24K +67 +67%
MSE
759
MUFG Securities EMEA
United Kingdom
$10.6K +$10.2K +162 New
CPG
760
Cornerstone Planning Group
New Jersey
$10.5K +$8.22K +130 +765%
PB
761
Pinnacle Bancorp
Nebraska
$10.3K – – –
MEG
762
Millstone Evans Group
Colorado
$10.1K – – –
CWM
763
Cranbrook Wealth Management
Michigan
$9.88K – – –
AEPWM
764
Atlantic Edge Private Wealth Management
Florida
$9.81K +$4.74K +75 +100%
KTC
765
Kentucky Trust Company
Kentucky
$9.79K – – –
CH
766
CDKV Holdings
Colorado
$8.7K +$8.41K +133 New
FP
767
Financial Perspectives
Minnesota
$8.63K – – –
HHCP
768
Hilton Head Capital Partners
South Carolina
$8.48K +$8.22K +130 New
BCM
769
Boreal Capital Management
Florida
$7.82K – – –
RWM
770
RMG Wealth Management
Wisconsin
$7.52K +$7.08K +112 New
TCOT
771
Trust Company of Toledo
Ohio
$7.46K -$17.3K -274 -71%
CSC
772
Caldwell Sutter Capital
California
$7.26K – – –
DF
773
DecisionPoint Financial
Arizona
$7.26K +$4.74K +75 +208%
FG
774
Fairman Group
Pennsylvania
$7.2K – – –
PWA
775
Principia Wealth Advisory
Texas
$7.2K +$696 +11 +11%
29 30
31
32 33