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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
351
Financial Architects (New Jersey)
New Jersey
$15K – – –
PMFA
352
Plante Moran Financial Advisors
Michigan
$15K – – –
WRM
353
Westport Resources Management
Connecticut
$14K +$103 +2 +0.7%
S
354
SignatureFD
Georgia
$14K +$14.2K +275 New
MAS
355
Madden Advisory Services
Florida
$14K +$14.5K +280 New
ACS
356
Archford Capital Strategies
Illinois
$11K -$1.45K -28 -12%
WAS
357
Winch Advisory Services
Wisconsin
$11K +$52 +1 +0.5%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$10K -$15.5K -300 -60%
FWM
359
Focused Wealth Management
New York
$10K – – –
AF
360
Arrow Financial
New York
$10K +$10.3K +200 New
FHA
361
First Horizon Advisors
Tennessee
$6K -$7.75K -150 -55%
BRWM
362
B. Riley Wealth Management
Tennessee
$5K – – –
MAA
363
Managed Account Advisors
New Jersey
$4K -$19.6M -378,426 -100%
FMB
364
Field & Main Bank
Kentucky
$4K – – –
PAM
365
Panagora Asset Management
Massachusetts
$4K +$4.5K +87 New
ATC
366
Adirondack Trust Company
New York
$3K -$2.58K -50 -50%
WA
367
Waverly Advisors
Alabama
$3K – – –
FNBT
368
FineMark National Bank & Trust
Florida
$1K – – –
RWM
369
Raffa Wealth Management
District of Columbia
$721 +$723 +14 New
GMI
370
Greystone Managed Investments
Saskatchewan, Canada
– -$24.2M -506,239 Closed
AR
371
Advisory Research
Illinois
– -$22.7M -475,545 Closed
BSPF
372
British Steel Pension Fund
United Kingdom
– -$12M -250,000 Closed
FAAM
373
First Allied Asset Management
California
– -$6.69M -139,462 Closed
WMSA
374
Weiss Multi-Strategy Advisers
New York
– -$4.77M -100,000 Closed
GIM
375
Guild Investment Management
California
– -$2.17M -45,400 Closed
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