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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
376
Vontobel Holding
Switzerland
$257K +$249K +5,616 New
EIP
377
Epoch Investment Partners
New York
$255K – – –
DC
378
Davenport & Co
Virginia
$245K -$27.8K -626 -10%
RFM
379
Royal Fund Management
Florida
$244K +$11.1K +251 +5%
SWM
380
Spire Wealth Management
Virginia
$244K +$236K +5,327 New
UCFA
381
United Capital Financial Advisors
Texas
$237K +$7.89K +178 +4%
RE
382
RBC Europe
United Kingdom
$231K -$44.4K -1,000 -17%
DWM
383
Defined Wealth Management
Oregon
$229K – – –
GIM
384
Grassi Investment Management
California
$229K – – –
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$229K +$45.1K +1,017 +25%
RHBC
386
R.H. Bluestein & Co
Michigan
$229K +$222K +5,000 New
GWM
387
Geneos Wealth Management
Colorado
$223K – – –
DP
388
Dearborn Partners
Illinois
$223K +$217K +4,885 New
CIA
389
Capital Investment Advisors
Georgia
$217K +$210K +4,745 New
RGC
390
Roberts, Glore & Co
Illinois
$216K +$209K +4,712 New
LF
391
Lee Financial
Texas
$215K +$171K +3,858 +457%
EFS
392
Essex Financial Services
Connecticut
$215K +$208K +4,690 New
LD
393
Lipe & Dalton
New York
$214K -$3.39M -76,539 -94%
PWA
394
Physician Wealth Advisors
Utah
$214K +$202K +4,550 New
DR
395
Davis Rea
Ontario, Canada
$210K -$47.9K -1,080 -19%
RB
396
Renasant Bank
Mississippi
$210K -$17.7K -398 -8%
Balyasny Asset Management
397
Balyasny Asset Management
Illinois
$208K +$202K +4,544 New
CT
398
Coastline Trust
Rhode Island
$207K +$201K +4,530 New
IB
399
Intrust Bank
Kansas
$206K +$200K +4,511 New
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$203K +$197K +4,439 New