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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
601
American Institute for Advanced Investment Management
Arizona
$468K +$23.6K +1,502 +5%
HT
602
HAP Trading
New York
$465K +$450K +28,665 New
PFA
603
Pettinga Financial Advisors
Indiana
$463K -$15.7K -1,000 -3%
TW
604
TritonPoint Wealth
Maryland
$462K – – –
TWM
605
Tradition Wealth Management
Minnesota
$459K -$7.98K -508 -2%
SI
606
Saxon Interests
Texas
$456K – – –
GWAG
607
Garrett Wealth Advisory Group
Texas
$455K +$16K +1,016 +4%
PWA
608
Prairie Wealth Advisors
Nebraska
$454K -$2.36K -150 -0.5%
SW
609
SVB Wealth
Massachusetts
$453K -$59K -3,752 -12%
ZIMP
610
Zimmermann Investment Management & Planning
Pennsylvania
$453K +$438K +27,900 New
OIA
611
OneDigital Investment Advisors
Kansas
$452K +$165K +10,488 +60%
CTC
612
Central Trust Company
Missouri
$452K +$1.18K +75 +0.3%
MFG
613
Merit Financial Group
Georgia
$452K +$35.1K +2,234 +9%
FTCM
614
First Trust Capital Management
Illinois
$450K +$200K +12,747 +82%
AM
615
AGF Management
Ontario, Canada
$449K -$7.78K -495 -2%
GLA
616
Good Life Advisors
Pennsylvania
$448K +$91.1K +5,795 +27%
LCS
617
Levin Capital Strategies
New York
$448K -$220K -14,000 -34%
PGH
618
Partners Group Holding
Switzerland
$447K -$46K -2,930 -10%
HFM
619
Hartford Financial Management
Connecticut
$440K – – –
CIC
620
Carnegie Investment Counsel
Ohio
$433K – – –
OA
621
Operose Advisors
Wisconsin
$432K – – –
APP
622
Avantax Planning Partners
Iowa
$431K +$85.9K +5,463 +26%
JWM
623
Janiczek Wealth Management
Colorado
$430K – – –
CHAM
624
Clear Harbor Asset Management
Connecticut
$430K – – –
PFC
625
Poplar Forest Capital
California
$429K +$118K +7,500 +40%
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25
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