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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
926
Smallwood Wealth Investment Management
New Jersey
$18.2K – – –
VWM
927
Vermillion Wealth Management
Minnesota
$18.2K – – –
JWM
928
JPL Wealth Management
Colorado
$16.6K +$13.9K +182 New
PMFA
929
Plante Moran Financial Advisors
Michigan
$16.4K -$22.9K -300 -63%
TWD
930
True Wealth Design
Ohio
$16K -$3.59K -47 -21%
NSIM
931
North Star Investment Management
Illinois
$15.7K +$458 +6 +4%
CPG
932
Cornerstone Planning Group
New Jersey
$15.4K +$1.38K +18 +12%
BFS
933
Bare Financial Services
Pennsylvania
$15.3K – – –
MSE
934
MUFG Securities EMEA
United Kingdom
$15.1K – – –
TLFA
935
True Link Financial Advisors
California
$14.7K +$12.4K +162 New
YP
936
YANKCOM Partnership
South Dakota
$14.7K -$17.7K -232 -59%
PSB
937
Piscataqua Savings Bank
New Hampshire
$14.6K +$12.2K +160 New
MEG
938
Millstone Evans Group
Colorado
$14K – – –
KTC
939
Kentucky Trust Company
Kentucky
$14K – – –
CWM
940
Cranbrook Wealth Management
Michigan
$13.7K – – –
AEPWM
941
Atlantic Edge Private Wealth Management
Florida
$13.6K – – –
PWA
942
Principia Wealth Advisory
Texas
$13.1K +$2.6K +34 +31%
MA
943
MCF Advisors
Kentucky
$12.9K +$10.7K +140 New
DJSG
944
D.J. St. Germain
Massachusetts
$12.3K +$10.3K +135 New
HWP
945
Highline Wealth Partners
California
$12.3K +$10.3K +135 New
KA
946
Kozak & Associates
Colorado
$12.2K +$10K +131 New
CH
947
CDKV Holdings
Colorado
$12.1K – – –
FP
948
Financial Perspectives
Minnesota
$12K – – –
WA
949
WPG Advisers
Maryland
$11.8K +$1.83K +24 +23%
HHCP
950
Hilton Head Capital Partners
South Carolina
$11.8K – – –
36 37
38
39 40