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Energy Transfer LP Series I Preferred Units
ET.PRI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Terril Brothers
26
Terril Brothers
Missouri
USD 311 k – – –
Lazari Capital Management
27
Lazari Capital Management
California
USD 281 k – – –
XML Financial
28
XML Financial
Maryland
USD 272 k +USD 30.3 k +2,600 +12%
HUB Investment Partners
29
HUB Investment Partners
Texas
USD 254 k +USD 259 k +22,202 Nuevas
Beacon Financial Advisory
30
Beacon Financial Advisory
Ohio
USD 249 k -USD 8.24 k -707 -3%
Oxbow Advisors
31
Oxbow Advisors
Texas
USD 249 k -USD 29.6 k -2,542 -10%
MAA
32
Mraz Amerine & Associates
California
USD 237 k – – –
US Bancorp
33
US Bancorp
Minnesota
USD 229 k – – –
Arax Advisory Partners
34
Arax Advisory Partners
Colorado
USD 229 k +USD 233 k +20,000 Nuevas
Mariner
35
Mariner
Kansas
USD 225 k +USD 68.8 k +5,900 +43%
Regions Financial Corp
36
Regions Financial Corp
Alabama
USD 214 k +USD 217 k +18,635 Nuevas
Parcion Private Wealth
37
Parcion Private Wealth
Washington
USD 197 k +USD 201 k +17,232 Nuevas
Choreo LLC
38
Choreo LLC
Illinois
USD 181 k – – –
Pasadena Private Wealth
39
Pasadena Private Wealth
California
USD 174 k – – –
Advisory Services Network
40
Advisory Services Network
Georgia
USD 155 k – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
USD 149 k +USD 105 k +9,000 +225%
Samalin Investment Counsel
42
Samalin Investment Counsel
New York
USD 122 k -USD 4.96 k -425 -4%
OceanIQ Capital
43
OceanIQ Capital
California
USD 115 k +USD 117 k +10,000 Nuevas
Abel Hall LLC
44
Abel Hall LLC
Louisiana
USD 115 k – – –
Northcape Wealth Management
45
Northcape Wealth Management
New York
USD 115 k – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
USD 105 k – – –
Horizon Kinetics Asset Management
47
Horizon Kinetics Asset Management
New York
USD 95.1 k – – –
Kozak & Associates
48
Kozak & Associates
Colorado
USD 94.2 k +USD 96.2 k +8,245 Nuevas
Osaic Holdings
49
Osaic Holdings
Arizona
USD 84.7 k -USD 109 k -9,382 -56%
Global Retirement Partners
50
Global Retirement Partners
California
USD 63.9 k +USD 65 k +5,574 Nuevas
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