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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
576
Montag & Associates
Georgia
$171K – – –
FIA
577
Foundations Investment Advisors
Arizona
$171K +$2.85K +192 +2%
EWM
578
Executive Wealth Management
Michigan
$169K +$33K +2,224 +25%
ST
579
Smithfield Trust
Pennsylvania
$168K – – –
GH
580
GAM Holding
Switzerland
$168K +$163K +10,944 New
KAM
581
Kazazian Asset Management
Florida
$168K +$163K +10,954 New
OIA
582
Optimum Investment Advisors
Illinois
$166K +$15.5K +1,043 +11%
F
583
F3Logic
Minnesota
$166K +$161K +10,839 New
WAAG
584
Wealth Alliance Advisory Group
Kansas
$165K – – –
CAM
585
Covenant Asset Management
New Jersey
$164K +$158K +10,654 New
GLA
586
Good Life Advisors
Pennsylvania
$162K -$96K -6,462 -38%
GI
587
GAMCO Investors
Connecticut
$161K -$66.9K -4,500 -30%
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
MYIA
589
Mount Yale Investment Advisors
Colorado
$160K +$155K +10,408 New
GLLW
590
Graves Light Lenhart Wealth
Virginia
$160K -$8.19K -551 -5%
PCM
591
Parsons Capital Management
Rhode Island
$159K – – –
AC
592
Avestar Capital
New York
$158K +$13.6K +916 +10%
KP
593
Keel Point
Alabama
$157K -$16.7K -1,122 -10%
AWM
594
Aevitas Wealth Management
Massachusetts
$157K -$10.2K -684 -6%
DWM
595
Doyle Wealth Management
Florida
$157K +$150K +10,111 +3,950%
SWRP
596
Summit Wealth & Retirement Planning
California
$157K +$152K +10,208 New
TPW
597
Tiller Private Wealth
Pennsylvania
$156K +$1.01K +68 +0.7%
LWM
598
Lyell Wealth Management
California
$155K -$14.5K -974 -9%
MWM
599
Modera Wealth Management
New Jersey
$154K +$149K +10,039 New
NWM
600
Northwest Wealth Management
Iowa
$150K – – –
22 23
24
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