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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
351
Keystone Financial Group (Kentucky)
Kentucky
$213K -$11.3K -247 -5%
PCM
352
Parsons Capital Management
Rhode Island
$210K -$51.5K -1,125 -18%
UCFA
353
United Capital Financial Advisors
Texas
$210K -$2.2K -48 -1%
GIM
354
Grassi Investment Management
California
$210K – – –
DP
355
Dearborn Partners
Illinois
$205K – – –
AP
356
Advisor Partners
California
$205K +$223K +4,875 New
ASN
357
Advisory Services Network
Georgia
$204K -$21.5K -469 -9%
RGC
358
Roberts, Glore & Co
Illinois
$204K -$1.14K -25 -0.5%
XM
359
XTX Markets
New York
$203K +$221K +4,820 New
KAS
360
Kestra Advisory Services
Texas
$200K +$3.34K +73 New
AA
361
AlphaMark Advisors
Kentucky
$187K -$48K -1,050 -19%
FC
362
FORA Capital
Florida
$174K +$189K +4,134 New
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$173K -$3.98K -87 -2%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$169K -$18K -394 -9%
AWM
365
Avior Wealth Management
Nebraska
$157K +$90.8K +1,985 +112%
First Manhattan
366
First Manhattan
New York
$153K -$18.3K -400 -10%
PCG
367
Private Capital Group
Connecticut
$152K +$595 +13 +0.4%
TCOV
368
Trust Company of Vermont
Vermont
$141K +$9.15K +200 +6%
GWS
369
Glassman Wealth Services
Virginia
$131K +$12.7K +278 +10%
Lazard Asset Management
370
Lazard Asset Management
New York
$126K – – –
BBHC
371
Brown Brothers Harriman & Co
New York
$113K – – –
LAS
372
Lloyd Advisory Services
Georgia
$105K +$20.7K +453 +22%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K -$38.4K -840 -25%
APA
374
American Portfolios Advisors
New York
$102K -$3.34K -73 -3%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$101K – – –