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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
151
Martin Capital Partners
Oregon
$4.51M +$14.8K +240 +0.4%
DI
152
Dalton Investments
Nevada
$4.5M -$272K -4,400 -6%
GCM
153
Garland Capital Management
Washington
$4.1M +$10.2K +165 +0.3%
GT
154
Glenmede Trust
Pennsylvania
$4.09M -$1.34M -21,651 -26%
FLPIM
155
F.L. Putnam Investment Management
Massachusetts
$3.99M -$105K -1,691 -3%
AWM
156
AE Wealth Management
Kansas
$3.99M +$84.7K +1,370 +2%
HWM
157
Hohimer Wealth Management
Washington
$3.95M -$101K -1,640 -3%
FFM
158
Forum Financial Management
Illinois
$3.88M
WAM
159
Weatherly Asset Management
California
$3.83M +$197K +3,185 +6%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$3.76M +$39.9K +646 +1%
Capital World Investors
161
Capital World Investors
California
$3.71M +$80.6K +1,304 +2%
AAS
162
Annex Advisory Services
Wisconsin
$3.65M +$45.7K +739 +1%
BFG
163
Bleakley Financial Group
New Jersey
$3.64M +$1.02M +16,456 +42%
SS
164
Simplicity Solutions
Minnesota
$3.64M +$1.02M +16,474 +42%
OPA
165
Old Port Advisors
Maine
$3.59M +$3.37M +54,571 New
BPA
166
Beacon Pointe Advisors
California
$3.56M +$2.99M +48,412 +839%
FAM
167
Fred Alger Management
New York
$3.53M
PA
168
Pinnacle Associates
New York
$3.44M -$149K -2,414 -4%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$336K +5,435 +12%
FB
170
Fulton Bank
Pennsylvania
$3.38M -$27.9K -451 -0.9%
LCM
171
Logan Capital Management
Pennsylvania
$3.31M -$403K -6,516 -11%
BFM
172
Boston Financial Management
Massachusetts
$3.24M +$4.02K +65 +0.1%
CWP
173
Cyndeo Wealth Partners
Florida
$3.21M +$1.18K +19 +0%
RCM
174
Raleigh Capital Management
North Carolina
$3.17M -$15.2K -246 -0.5%
TAM
175
Tocqueville Asset Management
New York
$3.07M -$258K -4,165 -8%