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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
926
Vermillion Wealth Management
Minnesota
$18.2K – – –
JWM
927
JPL Wealth Management
Colorado
$16.6K +$13.9K +182 New
PMFA
928
Plante Moran Financial Advisors
Michigan
$16.4K -$22.9K -300 -63%
TWD
929
True Wealth Design
Ohio
$16K -$3.59K -47 -21%
NSIM
930
North Star Investment Management
Illinois
$15.7K +$458 +6 +4%
CPG
931
Cornerstone Planning Group
New Jersey
$15.4K +$1.38K +18 +12%
BFS
932
Bare Financial Services
Pennsylvania
$15.3K – – –
MSE
933
MUFG Securities EMEA
United Kingdom
$15.1K – – –
TLFA
934
True Link Financial Advisors
California
$14.7K +$12.4K +162 New
YP
935
YANKCOM Partnership
South Dakota
$14.7K -$17.7K -232 -59%
PSB
936
Piscataqua Savings Bank
New Hampshire
$14.6K +$12.2K +160 New
MEG
937
Millstone Evans Group
Colorado
$14K – – –
KTC
938
Kentucky Trust Company
Kentucky
$14K – – –
CWM
939
Cranbrook Wealth Management
Michigan
$13.7K – – –
AEPWM
940
Atlantic Edge Private Wealth Management
Florida
$13.6K – – –
MA
941
MCF Advisors
Kentucky
$12.9K +$10.7K +140 New
DJSG
942
D.J. St. Germain
Massachusetts
$12.3K +$10.3K +135 New
HWP
943
Highline Wealth Partners
California
$12.3K +$10.3K +135 New
KA
944
Kozak & Associates
Colorado
$12.2K +$10K +131 New
CH
945
CDKV Holdings
Colorado
$12.1K – – –
FP
946
Financial Perspectives
Minnesota
$12K – – –
WA
947
WPG Advisers
Maryland
$11.8K +$1.83K +24 +23%
HHCP
948
Hilton Head Capital Partners
South Carolina
$11.8K – – –
IWS
949
Intentional Wealth Strategies
Colorado
$11.2K +$9.4K +123 New
BCM
950
Boreal Capital Management
Florida
$11.1K – – –
36 37
38
39 40