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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
AlphaQ Advisors
Florida
$390K +$87K +6,867 +29%
AHC
502
Adell Harriman & Carpenter
Texas
$386K -$8.79K -694 -2%
GJIA
503
Glass Jacobson Investment Advisors
Maryland
$384K +$383K +30,251 New
AGC
504
Aspen Grove Capital
Colorado
$381K – – –
JC
505
JBF Capital
Colorado
$381K – – –
PGF
506
Plan Group Financial
Oklahoma
$381K +$380K +30,000 New
JPLA
507
Joseph P. Lucia & Associates
New York
$380K +$124K +9,750 +48%
KWMG
508
King Wealth Management Group
Florida
$380K +$127 +10 +0%
BG
509
Benedetti & Gucer
Georgia
$377K +$55K +4,337 +17%
CCFM
510
Clear Creek Financial Management
Washington
$377K +$76 +6 +0%
HCP
511
Holt Capital Partners
Texas
$369K – – –
AC
512
Asio Capital
Kentucky
$367K -$19K -1,500 -5%
LWMG
513
Levy Wealth Management Group
Pennsylvania
$366K -$6.22K -491 -2%
UB
514
UMB Bank
Missouri
$366K +$8.87K +700 +2%
TP
515
Tranquility Partners
Tennessee
$365K -$22.9K -1,811 -6%
JWCA
516
J.W. Cole Advisors
Florida
$364K -$53.6K -4,230 -13%
GC
517
Gratus Capital
Georgia
$363K +$362K +28,554 New
NFSG
518
Newbridge Financial Services Group
Florida
$359K -$25.1K -1,981 -7%
ACI
519
Alpha Cubed Investments
California
$359K -$9.73K -768 -3%
RFC
520
Regions Financial Corp
Alabama
$358K – – –
SFA
521
Sequoia Financial Advisors
Ohio
$357K +$111K +8,751 +45%
AWM
522
Avior Wealth Management
Nebraska
$356K +$8.15K +643 +2%
SRSA
523
S.R. Schill & Associates
Washington
$353K -$127K -10,000 -26%
GIA
524
Gladstone Institutional Advisory
Florida
$351K +$116K +9,129 +49%
PWM
525
Perigon Wealth Management
California
$351K +$4.56K +360 +1%
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21
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