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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
PDS Planning
Ohio
$225K +$4.8K +90 +2%
AWA
452
Arkadios Wealth Advisors
Georgia
$225K +$5.6K +105 +3%
GPW
453
Genesis Private Wealth
Virginia
$224K +$2.88K +54 +1%
SCP
454
Sivia Capital Partners
California
$223K +$217K +4,062 New
PWA
455
Physician Wealth Advisors
Utah
$223K – – –
ASN
456
Advisory Services Network
Georgia
$223K – – –
GGA
457
Granite Group Advisors
Connecticut
$221K – – –
ISWM
458
Independent Solutions Wealth Management
New York
$220K – – –
AHB
459
Abner Herrman & Brock
New Jersey
$220K – – –
DCBT
460
Dakota Community Bank & Trust
North Dakota
$219K +$7.04K +132 +3%
AIM
461
Advyzon Investment Management
Illinois
$219K +$212K +3,979 New
WSA
462
Wealth Science Advisors
Georgia
$218K +$211K +3,955 New
FRA
463
Frank Rimerman Advisors
California
$216K +$210K +3,930 New
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$211K -$907 -17 -0.4%
DWP
465
Daymark Wealth Partners
Ohio
$210K -$5.33K -100 -3%
GT
466
Greenleaf Trust
Michigan
$209K +$854 +16 +0.4%
EFS
467
Essex Financial Services
Connecticut
$207K +$160 +3 +0.1%
HHCP
468
Hilton Head Capital Partners
South Carolina
$207K +$200K +3,757 New
JAM
469
JCIC Asset Management
Ontario, Canada
$206K +$11.7K +220 +6%
PSP
470
Pacific Sage Partners
Washington
$205K – – –
NFG
471
Nations Financial Group
Iowa
$204K +$197K +3,701 New
PS
472
Principal Securities
Iowa
$204K -$19.7K -369 -9%
WJWM
473
Williams Jones Wealth Management
New York
$203K +$197K +3,695 New
RYIA
474
Roehl & Yi Investment Advisors
Oregon
$202K +$196K +3,673 New
KCM
475
Kathmere Capital Management
Pennsylvania
$201K +$195K +3,652 New