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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PE
426
PCM Encore
Colorado
$266K +$258K +4,843 New
S
427
Sunpointe
Missouri
$260K
CA
428
Calton & Associates
Florida
$257K +$15.4K +289 +7%
VVP
429
Venture Visionary Partners
Ohio
$254K
EWA
430
EP Wealth Advisors
California
$245K +$237K +4,445 New
FFM
431
Forum Financial Management
Illinois
$244K
EI
432
Ethic Inc
New York
$243K +$236K +4,417 New
FAL
433
Focused Alpha LLC
Colorado
$241K +$234K +4,389 New
MCM
434
MAI Capital Management
Ohio
$240K +$34.3K +642 +17%
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$240K +$2.24K +42 +1%
CTC
436
Central Trust Company
Missouri
$239K
NW
437
NewEdge Wealth
Pennsylvania
$238K +$231K +4,324 New
IC
438
Inscription Capital
Texas
$238K +$6.08K +114 +3%
OE
439
October Effect
Virginia
$237K -$5.33K -100 -2%
AFW
440
Atlantic Family Wealth
Florida
$236K -$694 -13 -0.3%
MFG
441
Merit Financial Group
Georgia
$235K +$228K +4,272 New
MLL
442
Moody Lynn & Lieberson
Massachusetts
$234K
CIA
443
Concurrent Investment Advisors
Florida
$234K +$227K +4,249 New
EWA
444
EverSource Wealth Advisors
Alabama
$232K +$12.4K +232 +6%
SPIA
445
Steward Partners Investment Advisory
New York
$232K -$41K -769 -15%
CA
446
Callahan Advisors
Texas
$231K
FCIM
447
Fairview Capital Investment Management
California
$231K
JWCA
448
J.W. Cole Advisors
Florida
$228K -$10.2K -192 -4%
PP
449
PDS Planning
Ohio
$225K +$4.8K +90 +2%
AWA
450
Arkadios Wealth Advisors
Georgia
$225K +$5.6K +105 +3%