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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
526
Smallwood Wealth Investment Management
New Jersey
$22.9K +$22.6K +485 New
SAM
527
Smartleaf Asset Management
Massachusetts
$21.1K – – –
GFPC
528
Global Financial Private Client
Florida
$20.3K – – –
ACM
529
Accent Capital Management
Ohio
$20.2K +$19.9K +427 New
SWP
530
SIMA Wealth Partners
Virginia
$20.1K +$19.8K +425 New
FFA
531
Frazier Financial Advisors
Ohio
$19.8K – – –
DSC
532
Duncker Streett & Co
Missouri
$18.9K – – –
HWM
533
Hemington Wealth Management
Virginia
$18K – – –
JGIA
534
Jackson Grant Investment Advisers
Connecticut
$17.9K – – –
LFG
535
Larson Financial Group
Missouri
$16.9K +$11.8K +252 +236%
DMIC
536
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16K -$73.9K -1,586 -83%
CT
537
Colonial Trust
South Carolina
$15.9K -$373 -8 -2%
GSWM
538
Golden State Wealth Management
California
$15.8K – – –
RWPA
539
Richard W. Paul & Associates
Michigan
$15.5K -$3.45K -74 -18%
GBT
540
Grove Bank & Trust
Florida
$15.3K – – –
GWM
541
Geneos Wealth Management
Colorado
$14.2K -$14.1K -302 -50%
ETS
542
ESL Trust Services
New York
$14.2K – – –
OPTFSNA
543
Old Point Trust & Financial Services N A
Virginia
$14.2K – – –
CI
544
CX Institutional
Indiana
$14K +$13.7K +293 New
JWA
545
JFS Wealth Advisors
Pennsylvania
$13.7K – – –
CFS
546
CGC Financial Services
Oregon
$13.5K – – –
HWA
547
HHM Wealth Advisors
Tennessee
$12.5K – – –
POIA
548
Pin Oak Investment Advisors
Texas
$12K – – –
PB
549
Pinnacle Bancorp
Nebraska
$11.8K – – –
SFGP
550
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.3K – – –
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