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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
351
Phillips Wealth Planners
Mississippi
$341K +$2.21K +54 +0.6%
BRWA
352
B. Riley Wealth Advisors
Florida
$338K +$37.5K +919 +13%
BCA
353
Bay Colony Advisors
Massachusetts
$330K -$163K -4,003 -33%
NHT
354
New Hampshire Trust
New Hampshire
$321K +$1.14K +28 +0.4%
CLOS
355
Compagnie Lombard Odier SCmA
Switzerland
$319K
AAS
356
Avantax Advisory Services
Texas
$310K +$11.6K +285 +4%
LF
357
Lantz Financial
Illinois
$307K +$32.7K +802 +12%
DZ Bank
358
DZ Bank
Germany
$303K
SIA
359
Sit Investment Associates
Minnesota
$299K
QCM
360
Quantinno Capital Management
New York
$299K +$301K +7,380 New
PI
361
PFS Investments
Georgia
$296K +$29.7K +728 +11%
CCA
362
Checchi Capital Advisers
California
$295K +$29.2K +716 +11%
JWCA
363
J.W. Coons Advisors
Ohio
$288K -$7.96K -195 -3%
GWM
364
GSB Wealth Management
Connecticut
$285K
GIM
365
Groesbeck Investment Management
New Jersey
$283K -$61.9K -1,516 -18%
CC
366
Centiva Capital
New York
$283K +$286K +6,996 New
VVP
367
Venture Visionary Partners
Ohio
$281K +$4.45K +109 +2%
GSEP
368
Golden State Equity Partners
California
$281K +$284K +6,958 New
FTDI
369
First Trust Direct Indexing
Massachusetts
$278K +$17.2K +421 +7%
APWM
370
Argonautica Private Wealth Management
Massachusetts
$275K +$278K +6,798 New
FMTC
371
Farmers & Merchants Trust Company
California
$270K
CBFP
372
Cedar Brook Financial Partners
Ohio
$264K +$9.39K +230 +4%
GIA
373
Guyasuta Investment Advisors
Pennsylvania
$263K
Brown Advisory
374
Brown Advisory
Maryland
$260K -$13.4K -329 -5%
CCIA
375
Campbell & Co Investment Adviser
Maryland
$260K +$262K +6,423 New