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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
776
Beaird Harris Wealth Management
Texas
$2.46K – – –
RF
777
Rossby Financial
Florida
$2.46K – – –
PWA
778
Principia Wealth Advisory
Texas
$2.46K +$2.37K +40 New
GFL
779
Granite FO LLC
New Hampshire
$2.39K – – –
TWD
780
True Wealth Design
Ohio
$2.15K -$119 -2 -5%
DF
781
DecisionPoint Financial
Arizona
$2.04K – – –
CMA
782
Cedar Mountain Advisors
Oregon
$2.03K – – –
FMTCOCP
783
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
AIC
784
Archer Investment Corporation
Indiana
$1.84K – – –
NCM
785
Northwest Capital Management
Oregon
$1.84K – – –
CFD
786
Creative Financial Designs
Indiana
$1.72K -$1.19K -20 -42%
MAFA
787
MJT & Associates Financial Advisory
Minnesota
$1.66K – – –
KG
788
Kilter Group
New York
$1.41K +$1.36K +23 New
AAG
789
Armstrong Advisory Group
Massachusetts
$1.29K +$1.25K +21 New
IHWM
790
Iron Horse Wealth Management
Iowa
$1.29K – – –
BLC
791
Brown, Lisle/Cummings
Rhode Island
$1.22K +$59 +1 +5%
RFS
792
Richardson Financial Services
Massachusetts
$1.17K – – –
AWM
793
Abound Wealth Management
Tennessee
$1.11K – – –
OW
794
Olistico Wealth
Oklahoma
$1.1K +$1.07K +18 New
TIM
795
Total Investment Management
Arizona
$491 +$475 +8 New
HNW
796
High Note Wealth
Minnesota
$246 -$178 -3 -43%
EC
797
Elequin Capital
New York
$61 – – –
EWM
798
Evolution Wealth Management
Florida
$61 +$59 +1 New
Pacer Advisors
799
Pacer Advisors
Pennsylvania
– -$48.8M -754,422 Closed
SO
800
STRS Ohio
Ohio
– -$18.5M -286,000 Closed