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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
601
CVA Family Office
Colorado
$4.84K – – –
BIA
602
Bell Investment Advisors
California
$4.35K +$960 +18 +30%
MCA
603
McGuire Capital Advisors
Oklahoma
$4.24K +$4.11K +77 New
AW
604
Avion Wealth
Texas
$4K – – –
HFS
605
Hantz Financial Services
Michigan
$4K – – –
DF
606
DecisionPoint Financial
Arizona
$3.85K +$2.99K +56 +400%
CFB
607
Cullen/Frost Bankers
Texas
$3.85K +$53 +1 +1%
AWA
608
American Wealth Advisors
Georgia
$3.79K +$53 +1 +1%
NSIM
609
North Star Investment Management
Illinois
$3.64K – – –
ADL
610
Asset Dedication LLC
California
$3.63K – – –
JFGIW
611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.51K +$3.36K +63 New
UB
612
UMB Bank
Missouri
$3.41K +$3.31K +62 New
PWM
613
Proathlete Wealth Management
Florida
$3.41K +$3.31K +62 New
NEWAS
614
N.E.W. Advisory Services
Wisconsin
$3.3K +$3.2K +60 New
EWM
615
Evolution Wealth Management
Florida
$3.03K +$2.93K +55 New
PCM
616
Penserra Capital Management
California
$3K -$1.28K -24 -28%
CFD
617
Creative Financial Designs
Indiana
$2.75K – – –
SA
618
Scarborough Advisors
Maryland
$2.75K – – –
LWMI
619
Legacy Wealth Management (Idaho)
Idaho
$2.7K +$2.61K +49 New
OP
620
ORG Partners
Indiana
$2.53K – – –
RFS
621
Richardson Financial Services
Massachusetts
$2.43K +$907 +17 New
LWM
622
Lodestone Wealth Management
Washington
$2.37K +$2.29K +43 New
WPA
623
Wealth Preservation Advisors
Tennessee
$2.2K – – –
HIMS
624
Hager Investment Management Services
New Hampshire
$1.54K +$1.49K +28 New
SWP
625
Strategic Wealth Partners
Ohio
$1.43K +$1.39K +26 New
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