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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
376
Grassi Investment Management
California
$259K
RHBC
377
R.H. Bluestein & Co
Michigan
$259K
WFI
378
West Family Investments
California
$259K
DP
379
Dearborn Partners
Illinois
$253K
BAM
380
Belpointe Asset Management
Nevada
$248K
LF
381
Lantz Financial
Illinois
$241K +$10.3K +185 +4%
WSC
382
Wellington Shields & Co
New York
$238K +$257K +4,601 New
CT
383
Coastline Trust
Rhode Island
$235K
MW
384
Marcum Wealth
Ohio
$233K +$223 +4 +0.1%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$230K
RSWM
386
Robertson Stephens Wealth Management
California
$228K -$6.53K -117 -3%
RCAG
387
Rehmann Capital Advisory Group
Michigan
$224K +$20.2K +361 +9%
JC
388
JB Capital
Connecticut
$218K +$235K +4,203 New
FCIM
389
Fairview Capital Investment Management
California
$217K
PWA
390
Physician Wealth Advisors
Utah
$214K -$28K -502 -11%
ISWM
391
Independent Solutions Wealth Management
New York
$214K +$7.2K +129 +3%
CBFP
392
Cedar Brook Financial Partners
Ohio
$213K +$230K +4,119 New
RGC
393
Roberts, Glore & Co
Illinois
$211K
PTC
394
Private Trust Company
Ohio
$211K +$24K +430 +12%
Baird Financial Group
395
Baird Financial Group
Wisconsin
$210K +$226K +4,051 New
Group One Trading
396
Group One Trading
Illinois
$205K -$274K -4,900 -55%
AWM
397
Apollon Wealth Management
South Carolina
$204K -$3.35K -60 -2%
CA
398
Cetera Advisors
Colorado
$203K +$6.2K +111 +3%
BAMF
399
BI Asset Management Fondsmaeglerselskab
Denmark
$180K -$68.4K -1,225 -26%
KA
400
Kozak & Associates
Colorado
$174K +$187K +3,358 New