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Energy Transfer Partners

Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Axiom Advisory
California
$538K +$538K +34,218 New
LWM
552
LongView Wealth Management
Georgia
$537K +$7.37K +469 +1%
CCM
553
Campbell Capital Management
Florida
$535K – – –
AWAG
554
ARS Wealth Advisors Group
Florida
$534K +$7.86K +500 +2%
HCM
555
Hilton Capital Management
New York
$531K – – –
Bessemer Group
556
Bessemer Group
New Jersey
$530K -$78.1K -4,967 -13%
NRS
557
Neville Rodie & Shaw
New York
$528K – – –
RBC
558
Romano Brothers & Co
Illinois
$527K – – –
Kovitz Investment Group Partners
559
Kovitz Investment Group Partners
Illinois
$525K +$509K +32,379 New
FWP
560
FAS Wealth Partners
Kansas
$523K +$6.63K +422 +1%
MHS
561
M Holdings Securities
Oregon
$521K +$504K +32,096 New
BAM
562
Brave Asset Management
New Jersey
$520K +$1.23K +78 +0.2%
P
563
&Partners
Tennessee
$519K +$344K +21,879 +216%
WPW
564
Warther Private Wealth
Ohio
$519K +$503K +32,000 New
BBHC
565
Brown Brothers Harriman & Co
New York
$516K +$45.7K +2,911 +10%
MCA
566
MSH Capital Advisors
Arizona
$515K +$27.7K +1,765 +6%
BW
567
Bison Wealth
Georgia
$514K – – –
CI
568
Conning Inc
Connecticut
$514K – – –
WWP
569
WR Wealth Planners
Missouri
$513K -$30.2K -1,920 -6%
PA
570
Procyon Advisors
Connecticut
$513K +$497K +31,601 New
AAP
571
Arax Advisory Partners
Colorado
$510K +$2.72K +173 +0.6%
DWM
572
Diversify Wealth Management
Utah
$509K +$519K +33,015 New
FCM
573
Fortis Capital Management
Washington
$508K +$102K +6,510 +26%
CCWA
574
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$507K +$491K +31,231 New
CC
575
Chicago Capital
Illinois
$507K -$170K -10,841 -26%