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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
301
Grassi Investment Management
California
$150K -$25.8K -1,550 -13%
RFO
302
RiverGlades Family Offices
Florida
$148K -$173K -10,400 Closed
GG
303
Gofen & Glossberg
Illinois
$147K – – –
TNB
304
Thomasville National Bank
Georgia
$146K – – –
CAN
305
Claraphi Advisory Network
United States
$143K – – –
WPC
306
Waters Parkerson & Co
Louisiana
$142K -$83.1K -5,000 -33%
SC
307
Searle & Co
Connecticut
$142K – – –
SWA
308
SFMG Wealth Advisors
Texas
$142K +$166K +10,000 New
LJHT
309
Laurie J. Hall Trustee
$137K – – –
AWM
310
AllSquare Wealth Management
New York
$114K – – –
WT
311
Whittier Trust
California
$109K – – –
LF
312
Lee Financial
Texas
$109K +$99K +5,955 +357%
GFP
313
Gryphon Financial Partners
Ohio
$107K +$6.7K +403 +6%
POIA
314
Pin Oak Investment Advisors
Texas
$99K -$101K -6,060 -47%
SWM
315
SeaCrest Wealth Management
New York
$94K – – –
GSC
316
G&S Capital
Colorado
$91K – – –
LWCFA
317
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K – – –
1IA
318
1834 Investment Advisors
Wisconsin
$85K – – –
FCAG
319
First Capital Advisors Group
New Jersey
$80K +$93.8K +5,642 New
MYIA
320
Mount Yale Investment Advisors
Colorado
$79K +$92.9K +5,590 New
AWM
321
Avondale Wealth Management
Texas
$77K – – –
GTAM
322
Global Trust Asset Management
Florida
$75K – – –
CCA
323
Clearwater Capital Advisors
Illinois
$74K – – –
CBT
324
Capital Bank & Trust
California
$73K – – –
ASN
325
Advisory Services Network
Georgia
$71K +$648 +39 +0.8%
11 12
13
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