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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
326
BOK Financial
Oklahoma
$87K -$86.6K -1,930 -48%
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$87K +$28.1K +625 +42%
SWA
328
Sutton Wealth Advisors
Florida
$82.6K – – –
RCM
329
Riverhead Capital Management
Delaware
$79K – – –
MCIM
330
Meadow Creek Investment Management
Georgia
$71K – – –
RFC
331
Regions Financial Corp
Alabama
$63K -$6.78K -151 -9%
TFS
332
TrustCore Financial Services
Tennessee
$62K – – –
CIM
333
Centersquare Investment Management
Pennsylvania
$62K +$67.8K +1,510 New
QCG
334
Quadrant Capital Group
Ohio
$58K -$13.4K -299 -15%
CI
335
Clal Insurance
Israel
$58K +$62.8K +1,400 New
SGAM
336
Smith Group Asset Management
Texas
$56K +$61K +1,360 New
APA
337
American Portfolios Advisors
New York
$55.9K +$21.4K +477 +54%
LNB
338
Ledyard National Bank
$52K -$628 -14 -1%
FCM
339
Flinton Capital Management
Pennsylvania
$52K – – –
TIM
340
Tortoise Investment Management
New York
$50K – – –
BWL
341
Bogart Wealth LLC
Virginia
$48K – – –
AF
342
Advisornet Financial
Minnesota
$46K +$3.73K +83 +8%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$45K -$2.24K -50 -4%
EA
344
Edge Advisors
Georgia
$45K +$12.6K +280 +34%
AIS
345
AlphaOne Investment Services
Pennsylvania
$43K +$4.8K +107 +11%
FHA
346
First Horizon Advisors
Tennessee
$43K +$8.53K +190 +23%
CFA
347
Carroll Financial Associates
North Carolina
$42K – – –
SWP
348
Stratos Wealth Partners
Ohio
$41K -$11.9K -265 -21%
NPP
349
New Potomac Partners
Maryland
$41K – – –
APP
350
Avantax Planning Partners
Iowa
$41K +$44.9K +1,000 New
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