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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
301
Baldwin Wealth Partners
Massachusetts
$147K -$107K -5,700 -35%
CGT
302
Capital Guardian Trust
California
$147K – – –
NAM
303
North American Management
Massachusetts
$143K -$59.8K -3,200 -24%
TFCP
304
Twin Focus Capital Partners
Massachusetts
$142K – – –
MGIA
305
Moneta Group Investment Advisors
Missouri
$142K +$149K +8,000 +348%
SC
306
Searle & Co
Connecticut
$141K – – –
FAG
307
Financial Advisory Group
Texas
$140K – – –
BB
308
Busey Bank
Illinois
$139K – – –
FNT
309
First National Trust
Pennsylvania
$138K +$188K +10,046 New
CHAM
310
Clear Harbor Asset Management
Connecticut
$138K +$188K +10,050 New
PMFA
311
Plante Moran Financial Advisors
Michigan
$135K +$54.1K +2,897 +42%
IWMPD
312
Integrated Wealth Management (Palm Desert)
California
$128K +$1.68K +90 +1%
CFA
313
Carroll Financial Associates
North Carolina
$127K – – –
ECM
314
Estabrook Capital Management
New York
$126K -$48.6K -2,600 -22%
BIM
315
Barton Investment Management
Pennsylvania
$126K -$426K -22,800 -71%
BKA
316
Brick & Kyle Associates
Pennsylvania
$121K -$29.9K -1,600 -15%
AIA
317
Allegis Investment Advisors
Idaho
$116K +$158K +8,432 New
AWM
318
AllSquare Wealth Management
New York
$110K – – –
JIC
319
Joel Isaacson & Co
New York
$100K – – –
FHA
320
First Horizon Advisors
Tennessee
$100K +$67.3K +3,602 +99%
PCP
321
Proficio Capital Partners
Massachusetts
$100K +$136K +7,298 New
RFS
322
Rockefeller Financial Services
New York
$90K +$12.1K +646 +11%
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K +$59.8K +3,200 +100%
PSI
324
Pinnacle Summer Investments
Virginia
$76K +$28.3K +1,513 +38%
RFWA
325
RPg Family Wealth Advisory
Massachusetts
$74.2K +$101K +5,400 New
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