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Energy Transfer Partners

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
WealthTrust Axiom
Pennsylvania
$702K +$807K +53,167 New
CIC
302
Carnegie Investment Counsel
Ohio
$699K +$804K +52,929 New
SF
303
Summit Financial
New Jersey
$698K +$802K +52,811 New
Lido Advisors
304
Lido Advisors
California
$685K +$143K +9,424 +22%
MML Investors Services
305
MML Investors Services
Massachusetts
$672K +$478K +31,484 +162%
KFGK
306
Keystone Financial Group (Kentucky)
Kentucky
$670K +$770K +50,720 New
VanEck Associates
307
VanEck Associates
New York
$666K -$18K -1,186 -2%
LC
308
Lavaca Capital
Texas
$643K +$705K +46,436 New
Fiera Capital (Canada)
309
Fiera Capital (Canada)
Quebec, Canada
$626K +$331K +21,791 +85%
ASN
310
Advisory Services Network
Georgia
$624K +$640K +42,171 +827%
FTIOP
311
Fiduciary Trust International of Pennsylvania
Pennsylvania
$622K +$715K +47,049 New
HB
312
Homrich & Berg
Georgia
$613K +$704K +46,375 New
SS
313
Sunbelt Securities
Texas
$608K +$699K +46,023 New
EIA
314
Edgemoor Investment Advisors
Maryland
$606K +$15.8K +1,040 +2%
HJGA
315
Hardman Johnston Global Advisors
Connecticut
$599K +$688K +45,310 New
EWM
316
Evercore Wealth Management
New York
$596K +$685K +45,098 New
AWM
317
Avior Wealth Management
Nebraska
$595K +$366K +24,075 +115%
SG
318
Somerset Group
Minnesota
$594K +$42.5K +2,800 +7%
MFBTD
319
MB Financial Bank - Trust Department
Illinois
$594K +$228K +15,000 +50%
H
320
HoyleCohen
California
$591K +$679K +44,724 New
NRS
321
Neville Rodie & Shaw
New York
$588K +$398K +26,177 +143%
WAM
322
Wakefield Asset Management
Colorado
$585K +$672K +44,249 New
LF
323
Lee Financial
Texas
$584K +$646K +42,554 +2,551%
PTC
324
Private Trust Company
Ohio
$580K +$484K +31,899 +266%
BAM
325
Belpointe Asset Management
Nevada
$579K +$505K +33,274 +315%