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TC Energy
TRP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
676
Elevation Wealth Partners
California
$3.85K +$3.83K +58 New
CFD
677
Creative Financial Designs
Indiana
$3.31K – – –
MSG
678
Main Street Group
Virginia
$3.31K – – –
WPA
679
West Paces Advisors
Georgia
$3.12K +$3.11K +47 New
QT
680
Quantbot Technologies
New York
$2.92K -$2.06M -31,137 -100%
BFPW
681
BOK Financial Private Wealth
Colorado
$2.85K +$2.84K +43 New
LWM
682
Lodestone Wealth Management
Washington
$2.85K – – –
RWM
683
Raffa Wealth Management
District of Columbia
$2.45K +$992 +15 +68%
CFSG
684
Community Financial Services Group
Vermont
$2.3K – – –
MCM
685
MV Capital Management
Maryland
$2.25K -$529 -8 -19%
TCM
686
Triumph Capital Management
Colorado
$2.25K +$66 +1 +3%
SGK
687
Steigerwald Gordon & Koch
Virginia
$2.12K – – –
JWM
688
JPL Wealth Management
Colorado
$1.92K – – –
HIMS
689
Hager Investment Management Services
New Hampshire
$1.86K – – –
KFAS
690
Keating Financial Advisory Services
Kansas
$1.86K +$1.85K +28 New
SWP
691
Strategic Wealth Partners
Ohio
$1.72K – – –
KFI
692
Key Financial Inc
Pennsylvania
$1.52K – – –
KG
693
Kilter Group
New York
$1.46K +$1.39K +21 +2,100%
SFS
694
Sunrise Financial Services
Washington
$1.46K – – –
SEP
695
Signature Equity Partners
Ohio
$1.36K +$66 +1 +5%
PWAM
696
Private Wealth Asset Management
Iowa
$1.19K – – –
SWM
697
SHP Wealth Management
Massachusetts
$1.13K – – –
FMP
698
Financial Management Professionals
Texas
$1.06K +$1.06K +16 New
Q1WB
699
Quest 10 Wealth Builders
Virginia
$994 -$66 -1 -6%
FA
700
Fedenia Advisers
Wisconsin
$994 +$992 +15 New
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