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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
301
Carroll Financial Associates
North Carolina
$13K – – –
HI
302
Hudock Inc
Pennsylvania
$13K – – –
IA
303
IFP Advisors
Florida
$13K +$12.8K +386 New
GT
304
Glenmede Trust
Pennsylvania
$12K -$15.4K -466 -55%
RFA
305
Reilly Financial Advisors
California
$12K – – –
CB
306
Community Bank
New York
$12K +$12.9K +390 New
LIA
307
LS Investment Advisors
Michigan
$11K – – –
WA
308
WFG Advisors
Texas
$11K +$132 +4 +1%
BAM
309
Bruderman Asset Management
New York
$10K +$99 +3 +1%
ACS
310
Archford Capital Strategies
Illinois
$9K +$1.03K +31 +14%
RWA
311
Ropes Wealth Advisors
Massachusetts
$9K +$8.94K +270 New
DAM
312
Delta Asset Management
Tennessee
$8K – – –
WC
313
Whitnell & Co
Illinois
$8K – – –
WRM
314
Westport Resources Management
Connecticut
$8K +$99 +3 +1%
TRCT
315
Tower Research Capital (TRC)
New York
$7K -$11.4K -343 -63%
AF
316
Allworth Financial
California
$7K – – –
FWM
317
Focused Wealth Management
New York
$7K – – –
NC
318
NewSquare Capital
Pennsylvania
$7K – – –
SIM
319
Sonora Investment Management
Arizona
$7K – – –
GBBWRPM
320
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$6.62K +200 New
OC
321
Oakworth Capital
Alabama
$7K +$6.62K +200 New
PCP
322
Proficio Capital Partners
Massachusetts
$6K +$6.03K +182 New
HA
323
Harfst & Associates
Wyoming
$5K -$13.9K -420 -71%
AWMS
324
Advocacy Wealth Management Services
Georgia
$5K +$4.97K +150 New
RWG
325
Regal Wealth Group
California
$4K +$3.81K +115 New
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13
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