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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
501
Custom Index Systems
New York
$887K -$446K -22,894 -32%
BA
502
Bridgewater Advisors
New York
$883K +$10.2K +523 +1%
CB
503
Cadence Bank
Mississippi
$882K +$48.7K +2,500 +6%
KIA
504
KCM Investment Advisors
California
$879K – – –
TH
505
TCTC Holdings
Texas
$876K – – –
CCM
506
Chiron Capital Management
Florida
$867K -$424K -21,775 -32%
KWA
507
Kingswood Wealth Advisors
California
$864K -$1.03M -52,799 -53%
MCM
508
Morton Capital Management
California
$862K +$11.6K +593 +1%
CWM
509
Cornerstone Wealth Management
Missouri
$860K +$37.4K +1,918 +4%
PCM
510
Pointe Capital Management
Michigan
$858K – – –
WAAG
511
Wealth Alliance Advisory Group
Kansas
$857K -$6.23K -320 -0.7%
TWM
512
Thrive Wealth Management
Pennsylvania
$856K -$117 -6 -0%
T
513
Transce3nd
Texas
$854K -$176K -9,010 -16%
FFA
514
Farther Finance Advisors
California
$852K +$164K +8,424 +23%
IWN
515
Independent Wealth Network
Iowa
$851K -$35.6K -1,826 -4%
DI
516
Diligent Investors
California
$847K -$643 -33 -0.1%
SM
517
Samjo Management
New York
$846K +$19.5K +1,000 +2%
SVWAG
518
Sound View Wealth Advisors Group
Georgia
$844K -$80.7K -4,142 -8%
IA
519
Inspire Advisors
Idaho
$841K +$398K +20,423 +82%
MWM
520
Mattern Wealth Management
Kansas
$837K +$37.7K +1,934 +4%
C
521
Certuity
Florida
$835K +$394K +20,200 +82%
GS
522
GTS Securities
Florida
$833K +$873K +44,795 New
MWP
523
Meriwether Wealth & Planning
Louisiana
$827K +$5.84K +300 +0.7%
ASG
524
Ariston Services Group
California
$826K +$285K +14,627 +49%
WA
525
Wealthstar Advisors
Texas
$822K +$174K +8,913 +25%
19 20
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