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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
501
West Michigan Advisors
Michigan
$367K +$372K +29,399 New
LWMG
502
Levy Wealth Management Group
Pennsylvania
$366K +$6.21K +491 +2%
ACI
503
Alpha Cubed Investments
California
$362K – – –
HCP
504
Holt Capital Partners
Texas
$362K – – –
SI
505
SCP Investment
California
$359K +$50.5K +4,000 +16%
RFC
506
Regions Financial Corp
Alabama
$351K +$153K +12,084 +75%
UB
507
UMB Bank
Missouri
$350K +$42.3K +3,350 +14%
AWM
508
Axxcess Wealth Management
California
$342K +$115K +9,135 +50%
EFS
509
Essex Financial Services
Connecticut
$341K +$23.2K +1,835 +7%
AWM
510
Avior Wealth Management
Nebraska
$341K +$343K +27,152 +12,629%
FWP
511
FAS Wealth Partners
Kansas
$341K +$85.9K +6,800 +33%
PWM
512
Perigon Wealth Management
California
$340K +$13K +1,030 +4%
HFM
513
Hartford Financial Management
Connecticut
$338K – – –
SWM
514
SeaCrest Wealth Management
New York
$338K +$22.7K +1,798 +7%
FHA
515
Flagship Harbor Advisors
Massachusetts
$338K -$36K -2,852 -10%
MCA
516
Magnolia Capital Advisors
Mississippi
$337K +$6.71K +531 +2%
MFA
517
Morling Financial Advisors
California
$334K -$319K -25,261 -49%
SIG
518
Stonegate Investment Group
Alabama
$333K +$4.75K +376 +1%
SAG
519
SageView Advisory Group
California
$331K +$76.8K +6,075 +30%
AWA
520
Arkadios Wealth Advisors
Georgia
$330K -$121K -9,555 -27%
NSIM
521
North Star Investment Management
Illinois
$328K +$17K +1,347 +5%
WT
522
Whittier Trust
California
$328K – – –
CCA
523
Checchi Capital Advisers
California
$323K +$4.25K +336 +1%
ACM
524
Ashford Capital Management
Delaware
$322K +$92.8K +7,343 +40%
MWM
525
Mattern Wealth Management
Kansas
$320K +$19K +1,500 +6%
19 20
21
22 23