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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
376
Bank of Hawaii
Hawaii
$289K -$4.53K -86 -2%
UCFA
377
United Capital Financial Advisors
Texas
$287K -$21.8K -414 -8%
NAM
378
NTV Asset Management
West Virginia
$285K +$5.26K +100 +2%
ABLA
379
Alan B. Lancz & Associates
Ohio
$282K – – –
RHBC
380
R.H. Bluestein & Co
Michigan
$282K – – –
WFI
381
West Family Investments
California
$282K – – –
GIM
382
Grassi Investment Management
California
$282K +$263K +5,000 New
SWM
383
Spire Wealth Management
Virginia
$278K -$1.26K -24 -0.5%
DP
384
Dearborn Partners
Illinois
$276K – – –
BAM
385
Belpointe Asset Management
Nevada
$271K -$3.89K -74 -2%
APA
386
American Portfolios Advisors
New York
$271K +$11.2K +212 +5%
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$265K +$247K +4,701 New
QT
388
Quantbot Technologies
New York
$261K +$134K +2,553 +123%
SB
389
Strategic Blueprint
Georgia
$257K +$240K +4,557 New
CT
390
Coastline Trust
Rhode Island
$256K – – –
PWA
391
Physician Wealth Advisors
Utah
$255K – – –
MW
392
Marcum Wealth
Ohio
$253K +$236K +4,485 New
LF
393
Lantz Financial
Illinois
$252K +$235K +4,466 New
RSWM
394
Robertson Stephens Wealth Management
California
$251K -$33.5K -636 -12%
PGFC
395
Peapack-Gladstone Financial Corp
New Jersey
$250K – – –
ACA
396
Atlas Capital Advisors
Wyoming
$248K -$6.53K -124 -3%
TCM
397
Tradewinds Capital Management
Washington
$245K – – –
ED
398
Exane Derivatives
France
$244K +$228K +4,330 New
FCIM
399
Fairview Capital Investment Management
California
$236K +$221K +4,200 New
RGC
400
Roberts, Glore & Co
Illinois
$229K +$214K +4,067 New
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