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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
501
PYA Waltman Capital
Tennessee
$843K -$49.8K -2,843 -5%
EWA
502
EverSource Wealth Advisors
Alabama
$842K -$115K -6,544 -12%
BBA
503
BLB&B Advisors
Pennsylvania
$842K – – –
DWA
504
Delos Wealth Advisors
Texas
$839K – – –
WGC
505
Watts Gwilliam & Co
Arizona
$836K – – –
AW
506
Avion Wealth
Texas
$829K -$34.6K -1,974 -4%
CW
507
CreativeOne Wealth
Kansas
$827K -$131K -7,461 -13%
MWP
508
Meriwether Wealth & Planning
Louisiana
$825K +$34.7K +1,982 +4%
CFP
509
Cascade Financial Partners
California
$825K +$27.7K +1,580 +3%
AAP
510
Arax Advisory Partners
Colorado
$821K +$272K +15,495 +48%
OL
511
one8zero8 LLC
North Carolina
$821K – – –
MCM
512
Morton Capital Management
California
$820K -$40.4K -2,304 -5%
QIM
513
Quest Investment Management
Oregon
$819K -$94K -5,365 -10%
CB
514
Cadence Bank
Mississippi
$815K +$841 +48 +0.1%
RWP
515
RWA Wealth Partners
Massachusetts
$814K +$317K +18,088 +62%
CWM
516
Cornerstone Wealth Management
Missouri
$813K -$473 -27 -0.1%
KA
517
Kovack Advisors
Florida
$809K +$2.31K +132 +0.3%
SFC
518
Strategic Financial Concepts
Texas
$809K +$76.7K +4,373 +10%
TWM
519
Thrive Wealth Management
Pennsylvania
$807K – – –
KIA
520
KCM Investment Advisors
California
$807K -$5.26K -300 -0.6%
TWP
521
Triad Wealth Partners
Kansas
$804K +$822K +46,875 New
AA
522
Ancora Advisors
Ohio
$801K +$351K +20,000 +75%
SVWAG
523
Sound View Wealth Advisors Group
Georgia
$798K -$1.56K -89 -0.2%
FHA
524
Flagship Harbor Advisors
Massachusetts
$797K +$87.7K +5,002 +12%
CFG
525
Citizens Financial Group
Rhode Island
$789K +$1.98K +113 +0.2%
19 20
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