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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
551
Resources Management Corp
Connecticut
$287K +$50.8K +4,018 New
WI
552
Wintrust Investments
Illinois
$287K +$291K +23,025 New
BW
553
Bison Wealth
Georgia
$284K +$12.7K +1,002 +5%
CAGAS
554
Capital Advisory Group Advisory Services
Minnesota
$284K +$36.9K +2,920 +15%
CWM
555
Cornerstone Wealth Management
Missouri
$284K +$288K +22,767 New
BBHC
556
Brown Brothers Harriman & Co
New York
$282K – – –
FCM
557
Fortis Capital Management
Washington
$282K +$6.55K +518 +2%
MCA
558
MSH Capital Advisors
Arizona
$282K +$2.31K +183 +0.8%
CG
559
Colony Group
Massachusetts
$281K -$78.2K -6,188 -22%
CTC
560
Central Trust Company
Missouri
$280K +$31.6K +2,500 +13%
RIA
561
Realta Investment Advisors
Delaware
$279K -$379K -30,025 -57%
DWA
562
Delos Wealth Advisors
Texas
$278K – – –
HT
563
Heritage Trust
Oklahoma
$278K – – –
PM
564
Penbrook Management
New York
$276K – – –
EWA
565
EP Wealth Advisors
California
$273K -$259K -20,504 -94%
SWMP
566
Signature Wealth Management Partners
New Jersey
$270K -$10.3K -818 -4%
APP
567
Avantax Planning Partners
Iowa
$269K -$5.52K -437 -2%
MFWP
568
Mosaic Family Wealth Partners
Missouri
$268K +$164 +13 +0.1%
1SB
569
1ST Source Bank
Indiana
$267K – – –
TWM
570
Tradition Wealth Management
Minnesota
$264K +$98.1K +7,764 +58%
AIFAIM
571
American Institute for Advanced Investment Management
Arizona
$263K +$287K +22,700 New
BM
572
Belfer Management
New York
$261K +$51.5K +4,074 +24%
AWM
573
Affinity Wealth Management
Delaware
$257K +$33.8K +2,673 +15%
GIA
574
Guyasuta Investment Advisors
Pennsylvania
$257K +$12.6K +1,000 +5%
EIA
575
Edgemoor Investment Advisors
Maryland
$256K -$5.05K -400 -2%
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