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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
351
Fairview Capital Investment Management
California
$223K
MF
352
Magnetar Financial
Illinois
$223K +$215K +4,186 New
CCA
353
Checchi Capital Advisers
California
$216K -$12.2K -237 -6%
First Manhattan
354
First Manhattan
New York
$215K
ISWM
355
Independent Solutions Wealth Management
New York
$213K +$205K +4,000 New
CAN
356
Cetera Advisor Networks
California
$212K +$3.64K +71 +2%
PAS
357
Park Avenue Securities
New York
$210K -$30.4K -592 -13%
HFP
358
Holistic Financial Partners
Indiana
$209K
AssetMark Inc
359
AssetMark Inc
California
$203K +$86.5K +1,686 +79%
BFM
360
Boothbay Fund Management
New York
$203K +$195K +3,800 New
IA
361
IFP Advisors
Florida
$197K -$25.2K -491 -12%
WEC
362
Winslow Evans & Crocker
Massachusetts
$192K +$170K +3,310 +1,293%
AWM
363
Avior Wealth Management
Nebraska
$179K +$45.8K +893 +36%
EW
364
Evoke Wealth
California
$179K +$154 +3 +0.1%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K
TCOV
366
Trust Company of Vermont
Vermont
$171K +$3.23K +63 +2%
APC
367
Aspire Private Capital
North Carolina
$168K -$462 -9 -0.3%
Lazard Asset Management
368
Lazard Asset Management
New York
$159K
GWS
369
Glassman Wealth Services
Virginia
$151K +$769 +15 +0.5%
BFEC
370
Benjamin F. Edwards & Company
Missouri
$148K +$66.4K +1,294 +88%
WQ
371
Wealth Quarterback
New Jersey
$145K +$140K +2,720 New
BBHC
372
Brown Brothers Harriman & Co
New York
$144K
Chevy Chase Trust
373
Chevy Chase Trust
Maryland
$137K +$133K +2,584 New
APA
374
American Portfolios Advisors
New York
$122K +$33.9K +661 +41%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$120K +$115K +2,251 +75,033%