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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Wealth Alliance
New York
$534K -$8.88K -159 -2%
FCM
302
Fourpath Capital Management
Oklahoma
$531K +$6.14K +110 +1%
VAS
303
Vestmark Advisory Solutions
Massachusetts
$521K +$172K +3,076 +44%
GI
304
GAMCO Investors
Connecticut
$518K
CIC
305
Canal Insurance Company
South Carolina
$517K
SS
306
Simplicity Solutions
Minnesota
$511K +$550K +9,857 New
CAM
307
Cresset Asset Management
Illinois
$506K -$26.9K -482 -5%
PFPT
308
Pinnacle Financial Partners (Tennessee)
Tennessee
$503K +$5.69K +102 +1%
CIA
309
Cohen Investment Advisors
New Hampshire
$498K -$6.31K -113 -1%
MIM
310
Meixler Investment Management
Arizona
$497K +$2.79K +50 +0.5%
Cerity Partners
311
Cerity Partners
New York
$488K +$141K +2,525 +37%
PNC
312
Park National Corp
Ohio
$486K
CCA
313
Checchi Capital Advisers
California
$486K +$77.5K +1,388 +18%
CLOS
314
Compagnie Lombard Odier SCmA
Switzerland
$486K +$84.8K +1,519 +19%
PA
315
Procyon Advisors
Connecticut
$483K -$47.5K -850 -8%
Assenagon Asset Management
316
Assenagon Asset Management
Luxembourg
$469K +$86K +1,540 +20%
RAM
317
Rempart Asset Management
Canada
$464K
SWM
318
Segment Wealth Management
Texas
$463K -$8.6K -154 -2%
SWM
319
Silverlake Wealth Management
Vermont
$461K +$55.9K +1,002 +13%
GAM
320
Gould Asset Management
California
$460K +$25.1K +450 +5%
OA
321
Oxbow Advisors
Texas
$457K
HH
322
Hilltop Holdings
Texas
$436K +$18K +323 +4%
SHFA
323
SS&H Financial Advisors
Michigan
$435K -$39.1K -700 -8%
ATC
324
Argent Trust Co
Tennessee
$428K +$6.25K +112 +1%
Vanguard Personalized Indexing Management
325
Vanguard Personalized Indexing Management
California
$426K +$65.2K +1,168 +17%