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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$5K +$4.43K +100 New
FFA
502
Freedman Financial Associates
Massachusetts
$5K +$4.66K +105 New
LFG
503
Larson Financial Group
Missouri
$5K +$4.75K +107 New
AIM
504
Anchor Investment Management
South Carolina
$4.76K – – –
GAM
505
Gemmer Asset Management
California
$4K – – –
M
506
MOTCO
Texas
$4K – – –
EWM
507
Endurance Wealth Management
Rhode Island
$4K +$3.86K +87 New
ADL
508
Asset Dedication LLC
California
$3K – – –
CL
509
COWA LLC
Oklahoma
$3K – – –
CFD
510
Creative Financial Designs
Indiana
$3K – – –
HI
511
Hudock Inc
Pennsylvania
$3K +$44 +1 +2%
FCA
512
FinTrust Capital Advisors
South Carolina
$2K – – –
TWA
513
TCI Wealth Advisors
Arizona
$2K – – –
BCA
514
Berman Capital Advisors
Georgia
$2K +$1.02K +23 +58%
CWM
515
Cranbrook Wealth Management
Michigan
$2K +$1.77K +40 New
FP
516
Fiduciary Planning
Florida
$2K +$2.13K +48 New
RWM
517
Raffa Wealth Management
District of Columbia
$1.01K +$976 +22 New
CWC
518
Carolinas Wealth Consulting
North Carolina
$1K – – –
JWM
519
Janiczek Wealth Management
Colorado
$1K – – –
CAL
520
Capital Analysts LLC
Pennsylvania
$1K +$1.02K +23 New
MAM
521
Meeder Asset Management
Ohio
$1K +$1.38K +31 New
HAI
522
Hennessy Advisors Inc
California
– -$25.5M -625,653 Closed
IMCOOI
523
Investment Management Corp of Ontario (IMCO)
Canada
– -$11.2M -274,882 Closed
ACG
524
Aventail Capital Group
New York
– -$7.53M -185,000 Closed
VPI
525
Value Partners Investments
Manitoba, Canada
– -$6.49M -159,780 Closed
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