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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
476
Diversified Trust
Tennessee
$309K -$51K -771 -14%
MFG
477
Merit Financial Group
Georgia
$307K +$1.46K +22 +0.5%
VVP
478
Venture Visionary Partners
Ohio
$307K – – –
CFO
479
Callan Family Office
Pennsylvania
$305K +$304K +4,597 New
CTC
480
Central Trust Company
Missouri
$304K +$13.8K +208 +5%
ADBIC
481
A.D. Beadell Investment Counsel
Wisconsin
$298K – – –
AI
482
Amplify Investments
Illinois
$294K +$44K +666 +18%
AFW
483
Atlantic Family Wealth
Florida
$294K – – –
CAS
484
Coppell Advisory Solutions
Texas
$289K +$541K +8,187 New
ST
485
Sageworth Trust
Pennsylvania
$288K -$417K -6,313 -59%
IC
486
Inscription Capital
Texas
$286K – – –
OE
487
October Effect
Virginia
$285K – – –
GT
488
Greenleaf Trust
Michigan
$281K -$1.26K -19 -0.4%
CA
489
Callahan Advisors
Texas
$278K – – –
FCIM
490
Fairview Capital Investment Management
California
$278K – – –
CA
491
Calton & Associates
Florida
$278K +$278K +4,200 New
AWA
492
Arkadios Wealth Advisors
Georgia
$272K -$8.13K -123 -3%
FPL
493
Fortress Private Ledger
North Carolina
$271K +$9.59K +145 +4%
DMIC
494
Dixon Mitchell Investment Counsel
British Columbia, Canada
$269K -$133K -2,013 -33%
PWA
495
Physician Wealth Advisors
Utah
$269K +$331 +5 +0.1%
DTL
496
Dynamic Technology Lab
Singapore
$268K -$512K -7,740 -66%
ISWM
497
Independent Solutions Wealth Management
New York
$265K – – –
AHB
498
Abner Herrman & Brock
New Jersey
$265K – – –
GG
499
Greenwood Gearhart
Arkansas
$260K – – –
NFG
500
Nations Financial Group
Iowa
$260K +$331 +5 +0.1%
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