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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
351
Parsons Capital Management
Rhode Island
$210K -$51.5K -1,125 -18%
UCFA
352
United Capital Financial Advisors
Texas
$210K -$2.2K -48 -1%
GIM
353
Grassi Investment Management
California
$210K
DP
354
Dearborn Partners
Illinois
$205K
AP
355
Advisor Partners
California
$205K +$223K +4,875 New
ASN
356
Advisory Services Network
Georgia
$204K -$21.5K -469 -9%
RGC
357
Roberts, Glore & Co
Illinois
$204K -$1.14K -25 -0.5%
XM
358
XTX Markets
New York
$203K +$221K +4,820 New
KAS
359
Kestra Advisory Services
Texas
$200K +$3.34K +73 New
AA
360
AlphaMark Advisors
Kentucky
$187K -$48K -1,050 -19%
FC
361
FORA Capital
Florida
$174K +$189K +4,134 New
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$173K -$3.98K -87 -2%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$169K -$18K -394 -9%
AWM
364
Avior Wealth Management
Nebraska
$157K +$90.8K +1,985 +112%
First Manhattan
365
First Manhattan
New York
$153K -$18.3K -400 -10%
PCG
366
Private Capital Group
Connecticut
$152K +$595 +13 +0.4%
TCOV
367
Trust Company of Vermont
Vermont
$141K +$9.15K +200 +6%
GWS
368
Glassman Wealth Services
Virginia
$131K +$12.7K +278 +10%
Lazard Asset Management
369
Lazard Asset Management
New York
$126K
BBHC
370
Brown Brothers Harriman & Co
New York
$113K
LAS
371
Lloyd Advisory Services
Georgia
$105K +$20.7K +453 +22%
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K -$38.4K -840 -25%
APA
373
American Portfolios Advisors
New York
$102K -$3.34K -73 -3%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$101K
AIL
375
AGF Investments LLC
Ontario, Canada
$96K