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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
201
TD Private Client Wealth
New York
$870K +$9.41K +254 +1%
WB
202
WesBanco Bank
West Virginia
$861K -$589K -15,910 -42%
TG
203
TCW Group
California
$857K -$2.67M -72,057 -76%
HF
204
HRT Financial
New York
$855K +$824K +22,238 New
IAA
205
Independent Advisor Alliance
North Carolina
$851K +$137K +3,688 +20%
MIM
206
Marco Investment Management
Georgia
$827K -$33.3K -900 -4%
NB
207
Northwest Bancshares
Pennsylvania
$817K +$787K +21,253 New
BC
208
Brinker Capital
Pennsylvania
$815K -$135K -3,638 -15%
IWC
209
Integrated Wealth Concepts
Massachusetts
$805K +$149K +4,023 +24%
SSB
210
Sandy Spring Bank
Maryland
$798K -$61.1K -1,650 -7%
FC
211
Forte Capital
New York
$781K +$10.4K +282 +1%
USGIU
212
U.S. Global Investors (USGI)
Texas
$769K
FAM
213
Fred Alger Management
New York
$765K -$301K -8,134 -29%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$763K -$428K -11,561 -37%
BOH
215
Bank of Hawaii
Hawaii
$762K -$140K -3,784 -16%
MML Investors Services
216
MML Investors Services
Massachusetts
$761K +$30.4K +821 +4%
AAS
217
Avantax Advisory Services
Texas
$760K -$104K -2,813 -12%
DLCIG
218
D.L. Carlson Investment Group
New Hampshire
$758K -$50.7K -1,369 -6%
V
219
Veritable
Delaware
$746K -$374K -10,086 -34%
IWA
220
Intercontinental Wealth Advisors
Texas
$743K -$262K -7,073 -27%
CTC
221
Central Trust Company
Missouri
$741K -$123K -3,309 -15%
TSW
222
Thompson Siegel & Walmsley
Virginia
$738K -$5.85K -158 -0.8%
SIS
223
Sound Income Strategies
Florida
$738K +$711K +19,195 New
AIA
224
Avalon Investment & Advisory
Texas
$734K -$110K -2,960 -13%
PA
225
Profund Advisors
Maryland
$733K +$128K +3,458 +22%