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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GG
501
Greenwood Gearhart
Arkansas
$260K – – –
NFG
502
Nations Financial Group
Iowa
$260K +$331 +5 +0.1%
PP
503
PDS Planning
Ohio
$258K +$1.59K +24 +0.6%
DCBT
504
Dakota Community Bank & Trust
North Dakota
$256K -$1.92K -29 -0.7%
GPW
505
Genesis Private Wealth
Virginia
$255K -$5.88K -89 -2%
CIAS
506
Capital Investment Advisory Services
North Carolina
$252K +$251K +3,798 New
KWA
507
Kingswood Wealth Advisors
California
$249K -$2.05K -31 -0.8%
WJWM
508
Williams Jones Wealth Management
New York
$249K +$248K +3,750 New
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$248K +$207K +3,138 +522%
PSP
510
Pacific Sage Partners
Washington
$247K – – –
NW
511
NewEdge Wealth
Pennsylvania
$245K -$71.3K -1,078 -23%
PE
512
PCM Encore
Colorado
$242K -$102K -1,548 -30%
LOWM
513
Laurel Oak Wealth Management
New Jersey
$242K – – –
VOYA Investment Management
514
VOYA Investment Management
Georgia
$241K – – –
JAM
515
JCIC Asset Management
Ontario, Canada
$239K – – –
EFS
516
Essex Financial Services
Connecticut
$235K +$331 +5 +0.1%
JMA
517
J.M. Arbour
Maine
$235K +$13.2K +200 +6%
GCP
518
GSA Capital Partners
United Kingdom
$234K +$233K +3,525 New
DS
519
DRW Securities
Illinois
$233K -$63.3K -957 -21%
ABLA
520
Alan B. Lancz & Associates
Ohio
$232K – – –
EB
521
Eastern Bank
Massachusetts
$232K – – –
VCM
522
Versant Capital Management
Arizona
$232K +$5.88K +89 +3%
GCM
523
Greenland Capital Management
New York
$232K – – –
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$231K -$27.6K -417 -11%
AHC
525
Adell Harriman & Carpenter
Texas
$227K – – –