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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
401
Sweet Financial Partners
Minnesota
$1.07M +$107K +7,316 +12%
LAM
402
Lifestyle Asset Management
Texas
$1.06M +$979K +67,211 New
DI
403
Disciplined Investments
Oklahoma
$1.06M +$31.6K +2,171 +3%
AIM
404
Anchor Investment Management
South Carolina
$1.06M – – –
WWMSC
405
Wagner Wealth Management (South Carolina)
South Carolina
$1.05M +$11.3K +777 +1%
PFA
406
Pathway Financial Advisers
Indiana
$1.04M +$236K +16,218 +33%
BCM
407
Birch Capital Management
Texas
$1.04M – – –
SPI
408
Sutton Place Investors
New York
$1.04M +$14.7K +1,007 +2%
HCM
409
Howard Capital Management
Georgia
$1.03M +$958K +65,790 New
AWM
410
Axxcess Wealth Management
California
$1.01M -$36.9K -2,530 -4%
MMG
411
Monetary Management Group
Missouri
$1.01M -$29.1K -2,000 -3%
BSW
412
Buckingham Strategic Wealth
Missouri
$997K +$1.35K +93 +0.1%
FFP
413
FourThought Financial Partners
Florida
$996K +$7.95K +546 +0.9%
BC
414
Burney Company
Virginia
$992K +$682K +46,800 +288%
CA
415
Cornerstone Advisory
Maryland
$975K +$22.6K +1,549 +3%
CIG
416
Cullen Investment Group
Louisiana
$974K – – –
HA
417
HFG Advisors
Ohio
$963K +$113K +7,740 +14%
MWA
418
Meridian Wealth Advisors
Texas
$960K – – –
AWM
419
Avior Wealth Management
Nebraska
$957K +$446K +30,613 +101%
BFS
420
Bard Financial Services
Connecticut
$956K – – –
FTIS
421
First Trust Investment Solutions
Florida
$948K +$40.3K +2,770 +5%
GA
422
GFS Advisors
Texas
$944K – – –
CIA
423
Concurrent Investment Advisors
Florida
$939K +$15.2K +1,043 +2%
CAM
424
Covenant Asset Management
New Jersey
$938K +$28.4K +1,948 +3%
NP
425
Nilsine Partners
Colorado
$937K – – –
15 16
17
18 19