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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
326
GSB Wealth Management
Connecticut
$281K +$294K +6,550 New
GIA
327
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
H
328
HoyleCohen
California
$274K – – –
CCA
329
Checchi Capital Advisers
California
$267K +$2.24K +50 +0.8%
ISL
330
Ingalls & Snyder LLC
New York
$262K – – –
PCM
331
Parsons Capital Management
Rhode Island
$262K +$38.9K +868 +17%
WR
332
Watson Rebecca
$261K – – –
UC
333
Unio Capital
New Jersey
$261K +$20K +445 +8%
RE
334
RBC Europe
United Kingdom
$259K – – –
EIP
335
Epoch Investment Partners
New York
$257K – – –
RFM
336
Royal Fund Management
Florida
$254K -$27.9K -622 -9%
CTC
337
Central Trust Company
Missouri
$249K – – –
AA
338
AlphaMark Advisors
Kentucky
$236K -$38.1K -850 -13%
TCM
339
Tradewinds Capital Management
Washington
$232K – – –
DR
340
Davis Rea
Ontario, Canada
$231K +$240K +5,351 New
SCA
341
Stokes Capital Advisors
South Carolina
$230K -$26.9K -600 -10%
ASN
342
Advisory Services Network
Georgia
$229K +$26.2K +584 +12%
KFGK
343
Keystone Financial Group (Kentucky)
Kentucky
$228K +$135 +3 +0.1%
QCG
344
Quadrant Capital Group
Ohio
$225K -$1.06M -23,512 -82%
UCFA
345
United Capital Financial Advisors
Texas
$216K -$7.49K -167 -3%
GIM
346
Grassi Investment Management
California
$214K – – –
IWP
347
Icon Wealth Partners
Texas
$213K -$33.4K -744 -13%
RGC
348
Roberts, Glore & Co
Illinois
$209K -$6.06K -135 -3%
DP
349
Dearborn Partners
Illinois
$209K +$219K +4,885 New
CT
350
Coastline Trust
Rhode Island
$206K – – –
12 13
14
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