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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
I
626
INVST
Indiana
$204K -$6.44K -537 -3%
SF
627
Synovus Financial
Georgia
$203K +$55.9K +4,662 +37%
VHAM
628
Van Hulzen Asset Management
California
$203K – – –
GFWA
629
Grey Fox Wealth Advisors
Delaware
$203K +$205K +17,097 New
OIA
630
OneDigital Investment Advisors
Kansas
$202K -$23K -1,914 -10%
LCM
631
Leisure Capital Management
California
$202K – – –
PGFC
632
Peapack-Gladstone Financial Corp
New Jersey
$201K +$1.99K +166 +1%
CM
633
Cercano Management
Washington
$201K +$203K +16,925 New
BM
634
Belfer Management
New York
$200K – – –
LFG
635
Larson Financial Group
Missouri
$200K -$3.05K -254 -1%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$199K -$6.23K -519 -3%
FVWA
637
Foster Victor Wealth Advisors
South Carolina
$199K +$4.12K +343 +2%
EPM
638
Equitec Proprietary Markets
Illinois
$198K +$200K +16,670 New
AIA
639
Arrow Investment Advisors
Maryland
$197K -$39K -3,247 -16%
AIP
640
Ahrens Investment Partners
Louisiana
$197K -$57.6K -4,800 -22%
BFG
641
Bleakley Financial Group
New Jersey
$197K +$199K +16,560 New
NCM
642
Novare Capital Management
North Carolina
$196K – – –
TFS
643
Thoroughbred Financial Services
Tennessee
$196K +$51.2K +4,270 +35%
TPA
644
Trivium Point Advisory
Connecticut
$194K – – –
RCAG
645
Rehmann Capital Advisory Group
Michigan
$192K +$9.61K +801 +5%
RFC
646
Regions Financial Corp
Alabama
$192K +$32.4K +2,700 +20%
AWA
647
Amplius Wealth Advisors
Pennsylvania
$192K -$4.27K -356 -2%
SQA
648
Simon Quick Advisors
New Jersey
$191K +$27.7K +2,310 +17%
CWA
649
Consilium Wealth Advisory
Texas
$190K – – –
NRC
650
New Republic Capital
North Carolina
$189K +$191K +15,951 New
24 25
26
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