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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
401
Global Retirement Partners
California
$41K +$10K +223 +31%
FHA
402
First Horizon Advisors
Tennessee
$37K -$11.6K -259 -22%
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$1.89K +42 +6%
KTC
404
Kistler-Tiffany Companies
Pennsylvania
$31K – – –
CT
405
Caldwell Trust
Florida
$28.1K – – –
CLOS
406
Compagnie Lombard Odier SCmA
Switzerland
$28K -$62.8K -1,400 -68%
AIM
407
AIA Investment Management
Singapore
$28K -$34.1K -760 -53%
GEA
408
Glen Eagle Advisors
New Jersey
$27.7K – – –
CA
409
Clearstead Advisors
Ohio
$23K +$24K +535 New
SF
410
Synovus Financial
Georgia
$22K +$2.06K +46 +10%
ECM
411
Estabrook Capital Management
New York
$21.4K – – –
FP
412
Financial Perspectives
Minnesota
$21.4K +$22.4K +500 New
TC
413
Truvestments Capital
Florida
$21K +$7.49K +167 +49%
LF
414
Lee Financial
Texas
$20K -$37.1K -827 -63%
OPS
415
Orion Portfolio Solutions
Nebraska
$20K – – –
LWM
416
Liberty Wealth Management
California
$18K +$6.15K +137 +49%
LWA
417
Lenox Wealth Advisors
New York
$17K – – –
AF
418
Allworth Financial
California
$15K -$2.24K -50 -13%
HFS
419
HBC Financial Services
Washington
$14K -$22.9K -510 -85%
CAC
420
Certified Advisory Corp
Florida
$14K +$135 +3 +0.9%
CIM
421
Contravisory Investment Management
Massachusetts
$13K – – –
SWM
422
Sugarloaf Wealth Management
Georgia
$13K +$13.4K +299 New
WEC
423
Winslow Evans & Crocker
Massachusetts
$12K -$147K -3,275 -92%
CFA
424
Carroll Financial Associates
North Carolina
$12K – – –
PB
425
Pinnacle Bancorp
Nebraska
$11K -$3.81K -85 -25%
15 16
17
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