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Energy Transfer Partners

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
301
Haverford Trust Company
Pennsylvania
$1.12M -$53K -4,416 -4%
IFG
302
Independent Financial Group
California
$1.1M +$29.2K +2,432 +3%
CD
303
Chapin Davis
Maryland
$1.1M +$1.11M +92,601 New
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$1.1M -$64.8M -5,404,725 -98%
ICM
305
Invenomic Capital Management
Massachusetts
$1.09M -$4.01M -334,590 -78%
CWM
306
Congress Wealth Management
Massachusetts
$1.08M -$180K -15,000 -14%
FSA
307
Fort Sheridan Advisors
Illinois
$1.08M -$46.1K -3,840 -4%
FIA
308
Foundations Investment Advisors
Arizona
$1.07M +$858K +71,489 +381%
SI
309
Saxon Interests
Texas
$1.07M – – –
CW
310
CreativeOne Wealth
Kansas
$1.06M +$31.4K +2,618 +3%
SPC
311
Sigma Planning Corp
Michigan
$1.04M -$35.5K -2,956 -3%
LA
312
Legacy Advisors
Pennsylvania
$1.04M +$100K +8,361 +11%
GWM
313
Geneos Wealth Management
Colorado
$1.04M -$4.44K -370 -0.4%
HF
314
HRT Financial
New York
$1.03M +$1.05M +87,147 New
KFA
315
Kelleher Financial Advisors
New York
$1.02M – – –
MCC
316
Money Concepts Capital
Florida
$1.02M +$1.03M +85,512 New
BIM
317
Bridges Investment Management
Nebraska
$1.01M – – –
MSFS
318
Main Street Financial Solutions
Pennsylvania
$1.01M +$25.7K +2,142 +3%
SFS
319
Summit Financial Strategies
Ohio
$997K – – –
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$997K +$809K +67,439 +407%
PL
321
Parkwood LLC
Ohio
$982K +$27.4K +2,287 +3%
ZCM
322
Ziegler Capital Management
Illinois
$966K – – –
XT
323
XTX Topco
Cayman Islands
$956K +$966K +80,566 New
BS
324
Boenning & Scattergood
Pennsylvania
$956K -$6.43K -536 -0.6%
MCA
325
Millennium Capital Advisors
Arkansas
$956K -$14.6K -1,215 -1%