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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
601
Ashford Capital Management
Delaware
$220K – – –
DCM
602
Dudley Capital Management
Virginia
$219K +$221K +18,447 New
AAS
603
Asset Allocation Strategies
Michigan
$219K +$221K +18,426 New
GIA
604
Gladstone Institutional Advisory
Florida
$219K +$1.7K +142 +0.8%
OCG
605
Opus Capital Group
Ohio
$218K – – –
AWM
606
Axxcess Wealth Management
California
$217K -$743K -61,963 -77%
CF
607
Centaurus Financial
California
$216K +$86.4K +7,200 +66%
DBT
608
Dubuque Bank & Trust
Iowa
$214K +$6K +500 +3%
BAM
609
Brave Asset Management
New Jersey
$214K – – –
AWM
610
Affinity Wealth Management
Delaware
$213K +$216K +17,973 New
RFO
611
RiverGlades Family Offices
Florida
$212K +$214K +17,850 New
WSFS
612
Wilmington Savings Fund Society
Delaware
$211K -$10.1K -843 -5%
MA
613
MONECO Advisors
Connecticut
$210K +$50.1K +4,180 +31%
KCPG
614
Kavar Capital Partners Group
Kansas
$209K +$12K +1,000 +6%
SRSA
615
S.R. Schill & Associates
Washington
$209K -$18K -1,500 -8%
WAM
616
WNY Asset Management
New York
$208K – – –
FNBT
617
FineMark National Bank & Trust
Florida
$208K +$11.8K +986 +6%
CPP
618
Capasso Planning Partners
South Carolina
$208K – – –
RA
619
RiverTree Advisors
Florida
$208K – – –
SC
620
Searle & Co
Connecticut
$207K – – –
KIG
621
Kennedy Investment Group
New Jersey
$207K +$209K +17,432 New
BWL
622
Bogart Wealth LLC
Virginia
$205K +$18.8K +1,571 +10%
SNBOSCI
623
Security National Bank of Sioux City Iowa
Iowa
$205K – – –
EWM
624
Empirical Wealth Management
Washington
$205K +$2.78K +232 +1%
I
625
INVST
Indiana
$204K -$6.44K -537 -3%
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