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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
401
Morling Financial Advisors
California
$618K +$13.1K +1,093 +2%
HIC
402
Holderness Investments Company
North Carolina
$618K – – –
BFS
403
Bard Financial Services
Connecticut
$617K +$249K +20,750 +66%
SWRP
404
Summit Wealth & Retirement Planning
California
$612K -$7.2K -600 -1%
MECA
405
Miller Equity Capital Advisors
Texas
$609K +$108K +9,000 +21%
OWP
406
Obermeyer Wealth Partners
Colorado
$605K -$96K -8,000 -14%
BA
407
Bridgewater Advisors
New York
$595K +$792 +66 +0.1%
FVCM
408
F&V Capital Management
Florida
$588K – – –
WSC
409
Wellington Shields & Co
New York
$586K – – –
PCS
410
Personal CFO Solutions
New Jersey
$584K +$12.1K +1,012 +2%
LWAC
411
Laurel Wealth Advisors (California)
California
$584K +$36.3K +3,029 +7%
AW
412
Avion Wealth
Texas
$583K – – –
MMPW
413
Mitchell McLeod Pugh & Williams
Alabama
$580K -$49.2K -4,100 -8%
SFP
414
Sweet Financial Partners
Minnesota
$576K +$276 +23 +0%
CG
415
Cutler Group
California
$574K +$412K +34,361 +245%
NW
416
NewEdge Wealth
Pennsylvania
$568K +$360K +30,017 +168%
SIC
417
Samalin Investment Counsel
New York
$568K -$3.91K -326 -0.7%
MWM
418
Madison Wealth Management
Ohio
$567K +$323K +26,900 +129%
WWM
419
Western Wealth Management
Colorado
$564K -$665K -55,446 -54%
FW
420
FirstPurpose Wealth
Utah
$557K +$254K +21,200 +82%
IF
421
Intrua Financial
Texas
$557K +$52.1K +4,341 +11%
CFGSD
422
Compass Financial Group (South Dakota)
South Dakota
$555K +$561K +46,743 New
IC
423
IEQ Capital
California
$552K +$1.31K +109 +0.2%
CB
424
Cadence Bank
Mississippi
$549K +$555K +46,245 New
TWM
425
Thrive Wealth Management
Pennsylvania
$546K – – –
15 16
17
18 19