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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
426
KCM Investment Advisors
California
$580K – – –
BMCM
427
Burns Matteson Capital Management
New York
$580K +$578K +45,639 New
ICG
428
InterOcean Capital Group
Tennessee
$579K -$315K -24,837 -35%
EFMC
429
Empire Financial Management Company
New York
$578K – – –
IWP
430
Invenio Wealth Partners
Florida
$574K +$573K +45,216 New
GC
431
Guggenheim Capital
Illinois
$573K -$985K -77,711 -63%
AO
432
Advisor OS
Illinois
$557K +$32K +2,528 +6%
BP
433
BBR Partners
New York
$557K +$30.1K +2,374 +6%
PFPT
434
Pinnacle Financial Partners (Tennessee)
Tennessee
$553K – – –
DI
435
Disciplined Investments
Oklahoma
$552K +$160K +12,653 +41%
WW
436
Waterfront Wealth
Kansas
$544K +$7.97K +629 +2%
FCM
437
Fourpath Capital Management
Oklahoma
$544K -$887 -70 -0.2%
IWN
438
Independent Wealth Network
Iowa
$542K -$254K -20,054 -32%
EWA
439
Exencial Wealth Advisors
Oklahoma
$540K -$331K -26,126 -38%
HH
440
HWG Holdings
Texas
$539K – – –
SEP
441
Southland Equity Partners
Missouri
$538K – – –
OHIS
442
Oak Harvest Investment Services
Texas
$535K +$6.89K +544 +1%
MIA
443
MMBG Investment Advisors
Florida
$534K – – –
BFG
444
Bouchey Financial Group
New York
$534K +$102K +8,030 +24%
OWP
445
Obermeyer Wealth Partners
Colorado
$533K -$88.3K -6,970 -14%
XF
446
XML Financial
Maryland
$527K +$42.2K +3,334 +9%
MCM
447
Morton Capital Management
California
$525K +$9.9K +781 +2%
MA
448
Modus Advisors
Minnesota
$525K – – –
TF
449
Trek Financial
Arizona
$523K -$66.9K -5,276 -11%
PSP
450
Principal Street Partners
Tennessee
$518K -$162K -12,759 -24%
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