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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
776
Principia Wealth Advisory
Texas
$7.2K +$696 +11 +11%
HIMS
777
Hager Investment Management Services
New Hampshire
$7.13K +$6.89K +109 New
FC
778
Financial Consulate
Maryland
$7K +$2.21K +35 +49%
RFS
779
Richardson Financial Services
Massachusetts
$6.95K +$1.2K +19 New
Q1WB
780
Quest 10 Wealth Builders
Virginia
$6.93K -$759 -12 -10%
WA
781
WPG Advisers
Maryland
$6.93K – – –
WPA
782
Wealth Preservation Advisors
Tennessee
$6.8K +$6.58K +104 New
SHIM
783
Stone House Investment Management
Pennsylvania
$6.67K +$948 +15 +17%
NECFA
784
New England Capital Financial Advisors
Connecticut
$6.61K – – –
SIS
785
Strategic Investment Solutions
Illinois
$6.54K – – –
MB
786
MidFirst Bank
Oklahoma
$6.54K +$6.32K +100 New
CIA
787
Cape Investment Advisory
Georgia
$6.35K +$6.13K +97 New
JGCM
788
Joseph Group Capital Management
Ohio
$6.15K +$5.94K +94 New
PUI
789
Purpose Unlimited Inc
$6.15K +$5.94K +94 New
CMP
790
Coston McIsaac & Partners
Maine
$6K – – –
RWA
791
Redmont Wealth Advisors
Illinois
$5.89K – – –
PWM
792
Proathlete Wealth Management
Florida
$5.69K +$5.5K +87 New
LWMI
793
Legacy Wealth Management (Idaho)
Idaho
$5.17K +$5K +79 New
OC
794
Optima Capital
Oregon
$5.1K +$4.93K +78 New
HBW
795
Hazlett, Burt & Watson
West Virginia
$5K – – –
EWM
796
Evolution Wealth Management
Florida
$4.97K +$4.74K +75 +7,500%
SEP
797
Signature Equity Partners
Ohio
$4.91K +$4.74K +75 New
RF
798
Rossby Financial
Florida
$4.78K +$1.33K +21 +40%
HAP
799
Harbor Asset Planning
Massachusetts
$4.71K – – –
TAM
800
Tucker Asset Management
Colorado
$4.71K +$4.55K +72 New
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