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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
301
Wealthspire Advisors (New York)
New York
$755K +$756K +78,764 New
CAN
302
Cetera Advisor Networks
California
$742K +$143K +14,934 +24%
BP
303
BBR Partners
New York
$738K -$259K -26,998 -26%
AAS
304
Avantax Advisory Services
Texas
$736K +$115K +11,951 +18%
MMA
305
Miracle Mile Advisors
California
$735K +$133K +13,854 +22%
P3I
306
Progeny 3 Inc
Washington
$734K +$11.6K +1,210 +2%
HCP
307
Holt Capital Partners
Texas
$725K +$170K +17,668 +30%
BCC
308
Biglari Capital Corp
Texas
$704K – – –
SAM
309
Selway Asset Management
$701K – – –
FSA
310
Fort Sheridan Advisors
Illinois
$689K +$9.21K +960 +1%
CI
311
Conning Inc
Connecticut
$684K – – –
SFO
312
Stokes Family Office
Louisiana
$683K +$8.88K +925 +1%
DADC
313
D.A. Davidson & Co
Montana
$679K +$335K +34,865 +97%
SWM
314
Spire Wealth Management
Virginia
$678K -$89.7K -9,340 -12%
MSFS
315
Main Street Financial Solutions
Pennsylvania
$677K +$353K +36,772 +109%
CI
316
Clal Insurance
Israel
$671K – – –
TFA
317
Teamwork Financial Advisors
Texas
$670K +$41.4K +4,317 +7%
ANI
318
American National Insurance
Texas
$668K – – –
CC
319
Claybrook Capital
Massachusetts
$666K +$667K +69,500 New
PCM
320
Pointe Capital Management
Michigan
$663K -$16.5K -1,714 -2%
CW
321
CreativeOne Wealth
Kansas
$662K +$25K +2,600 +4%
AWE
322
Avidian Wealth Enterprises
Texas
$652K -$13.2K -1,379 -2%
SI
323
SCP Investment
California
$650K +$424K +44,200 +187%
SWM
324
Stockman Wealth Management
Montana
$648K – – –
IC
325
IEQ Capital
California
$646K -$34K -3,546 -5%
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