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TC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$19.9K -$793 -12 -4%
OPTFSNA
627
Old Point Trust & Financial Services N A
Virginia
$19.9K – – –
CA
628
Continuum Advisory
Idaho
$19.7K +$19.6K +297 New
CFS
629
CGC Financial Services
Oregon
$19K – – –
T
630
TOBAM
France
$18K +$12.5K +189 New
HWA
631
HHM Wealth Advisors
Tennessee
$17.5K – – –
BFS
632
Bare Financial Services
Pennsylvania
$17K +$9.32K +141 +122%
POIA
633
Pin Oak Investment Advisors
Texas
$17K – – –
BWS
634
Buck Wealth Strategies
Colorado
$16.7K +$16.7K +252 New
AAS
635
Ameritas Advisory Services
Nebraska
$16.7K +$16.6K +251 New
EWM
636
Evolution Wealth Management
Florida
$16.6K -$3.64K -55 -18%
PB
637
Pinnacle Bancorp
Nebraska
$16.6K – – –
IFWM
638
Institute for Wealth Management
Colorado
$15K +$14.9K +226 New
VR
639
Vision Retirement
New Jersey
$13.3K -$661 -10 -5%
VWA
640
VSM Wealth Advisory
Maryland
$13.3K – – –
FB
641
First Bancorp
Maine
$13.3K +$13.2K +200 New
CCM
642
Chilton Capital Management
Texas
$12.9K +$12.8K +194 New
MG
643
Mather Group
Illinois
$12.4K – – –
JFA
644
JNBA Financial Advisors
Minnesota
$12.3K +$1.98K +30 +19%
JWA
645
JFS Wealth Advisors
Pennsylvania
$12.1K +$1.46K +22 +14%
BTI
646
Blue Trust Inc
Georgia
$11.1K – – –
GGI
647
Godsey & Gibb Inc
Virginia
$10.3K – – –
RWM
648
Rialto Wealth Management
New York
$10.3K – – –
CSC
649
Caldwell Sutter Capital
California
$10.1K -$6.61K -100 -40%
GEA
650
Glen Eagle Advisors
New Jersey
$9.94K – – –