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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
PDS Planning
Ohio
$258K +$1.59K +24 +0.6%
DCBT
502
Dakota Community Bank & Trust
North Dakota
$256K -$1.92K -29 -0.7%
GPW
503
Genesis Private Wealth
Virginia
$255K -$5.88K -89 -2%
CIAS
504
Capital Investment Advisory Services
North Carolina
$252K +$251K +3,798 New
KWA
505
Kingswood Wealth Advisors
California
$249K -$2.05K -31 -0.8%
WJWM
506
Williams Jones Wealth Management
New York
$249K +$248K +3,750 New
PWPS
507
Pinnacle Wealth Planning Services
Ohio
$248K +$207K +3,138 +522%
PSP
508
Pacific Sage Partners
Washington
$247K
NW
509
NewEdge Wealth
Pennsylvania
$245K -$71.3K -1,078 -23%
PE
510
PCM Encore
Colorado
$242K -$102K -1,548 -30%
LOWM
511
Laurel Oak Wealth Management
New Jersey
$242K
VOYA Investment Management
512
VOYA Investment Management
Georgia
$241K
JAM
513
JCIC Asset Management
Ontario, Canada
$239K
EFS
514
Essex Financial Services
Connecticut
$235K +$331 +5 +0.1%
JMA
515
J.M. Arbour
Maine
$235K +$13.2K +200 +6%
GCP
516
GSA Capital Partners
United Kingdom
$234K +$233K +3,525 New
DS
517
DRW Securities
Illinois
$233K -$63.3K -957 -21%
ABLA
518
Alan B. Lancz & Associates
Ohio
$232K
EB
519
Eastern Bank
Massachusetts
$232K
VCM
520
Versant Capital Management
Arizona
$232K +$5.88K +89 +3%
GCM
521
Greenland Capital Management
New York
$232K
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$231K -$27.6K -417 -11%
AHC
523
Adell Harriman & Carpenter
Texas
$227K
PA
524
Parallel Advisors
California
$227K +$48.8K +738 +27%
LSA
525
Leonteq Securities AG
Switzerland
$225K -$19.8K -300 -11%