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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
376
Alan B. Lancz & Associates
Ohio
$267K – – –
CIMLRA
377
CBRE Investment Management Listed Real Assets
Pennsylvania
$266K -$61.4K -1,100 -18%
NAM
378
NTV Asset Management
West Virginia
$262K – – –
GIM
379
Grassi Investment Management
California
$259K – – –
RHBC
380
R.H. Bluestein & Co
Michigan
$259K – – –
WFI
381
West Family Investments
California
$259K – – –
WC
382
Wexford Capital
Florida
$258K +$278K +4,971 New
DP
383
Dearborn Partners
Illinois
$253K – – –
BAM
384
Belpointe Asset Management
Nevada
$248K – – –
MF
385
Magnetar Financial
Illinois
$242K +$261K +4,671 New
LF
386
Lantz Financial
Illinois
$241K +$10.3K +185 +4%
WSC
387
Wellington Shields & Co
New York
$238K +$257K +4,601 New
CT
388
Coastline Trust
Rhode Island
$235K – – –
MW
389
Marcum Wealth
Ohio
$233K +$223 +4 +0.1%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$230K – – –
RSWM
391
Robertson Stephens Wealth Management
California
$228K -$6.53K -117 -3%
RCAG
392
Rehmann Capital Advisory Group
Michigan
$224K +$20.2K +361 +9%
JC
393
JB Capital
Connecticut
$218K +$235K +4,203 New
FCIM
394
Fairview Capital Investment Management
California
$217K – – –
PWA
395
Physician Wealth Advisors
Utah
$214K -$28K -502 -11%
ISWM
396
Independent Solutions Wealth Management
New York
$214K +$7.2K +129 +3%
CBFP
397
Cedar Brook Financial Partners
Ohio
$213K +$230K +4,119 New
RGC
398
Roberts, Glore & Co
Illinois
$211K – – –
PTC
399
Private Trust Company
Ohio
$211K +$24K +430 +12%
Baird Financial Group
400
Baird Financial Group
Wisconsin
$210K +$226K +4,051 New