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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
551
Bison Wealth
Georgia
$284K +$12.7K +1,002 +5%
CAGAS
552
Capital Advisory Group Advisory Services
Minnesota
$284K +$36.9K +2,920 +15%
CWM
553
Cornerstone Wealth Management
Missouri
$284K +$288K +22,767 New
BBHC
554
Brown Brothers Harriman & Co
New York
$282K – – –
FCM
555
Fortis Capital Management
Washington
$282K +$6.55K +518 +2%
MCA
556
MSH Capital Advisors
Arizona
$282K +$2.31K +183 +0.8%
CG
557
Colony Group
Massachusetts
$281K -$78.2K -6,188 -22%
CTC
558
Central Trust Company
Missouri
$280K +$31.6K +2,500 +13%
RIA
559
Realta Investment Advisors
Delaware
$279K -$379K -30,025 -57%
DWA
560
Delos Wealth Advisors
Texas
$278K – – –
HT
561
Heritage Trust
Oklahoma
$278K – – –
PM
562
Penbrook Management
New York
$276K – – –
EWA
563
EP Wealth Advisors
California
$273K -$259K -20,504 -94%
SWMP
564
Signature Wealth Management Partners
New Jersey
$270K -$10.3K -818 -4%
APP
565
Avantax Planning Partners
Iowa
$269K -$5.52K -437 -2%
MFWP
566
Mosaic Family Wealth Partners
Missouri
$268K +$164 +13 +0.1%
1SB
567
1ST Source Bank
Indiana
$267K – – –
TWM
568
Tradition Wealth Management
Minnesota
$264K +$98.1K +7,764 +58%
AIFAIM
569
American Institute for Advanced Investment Management
Arizona
$263K +$287K +22,700 New
BM
570
Belfer Management
New York
$261K +$51.5K +4,074 +24%
AWM
571
Affinity Wealth Management
Delaware
$257K +$33.8K +2,673 +15%
GIA
572
Guyasuta Investment Advisors
Pennsylvania
$257K +$12.6K +1,000 +5%
EIA
573
Edgemoor Investment Advisors
Maryland
$256K -$5.05K -400 -2%
JPLA
574
Joseph P. Lucia & Associates
New York
$252K +$255K +20,185 New
PCP
575
Proficio Capital Partners
Massachusetts
$250K +$442 +35 +0.2%
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