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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
651
BigSur Wealth Management
Florida
$544K – – –
JC
652
JBF Capital
Colorado
$544K – – –
CI
653
Corient IA
Florida
$544K +$523K +30,000 New
GWSG
654
GPS Wealth Strategies Group
Colorado
$544K -$47.6K -2,726 -8%
AA
655
Aire Advisors
California
$543K +$32.8K +1,882 +7%
WA
656
Whipplewood Advisors
Colorado
$538K +$518K +29,687 +742,175%
S
657
SignatureFD
Georgia
$537K +$157K +9,000 +44%
TPW
658
Tiller Private Wealth
Pennsylvania
$537K +$517K +29,611 New
CBA
659
Coastal Bridge Advisors
Connecticut
$536K -$3.28K -188 -0.6%
WC
660
Waterloo Capital
Texas
$535K +$32.8K +1,879 +7%
RWP
661
RWA Wealth Partners
Massachusetts
$532K +$8.5K +487 +2%
SCM
662
Spring Capital Management
Texas
$526K – – –
TW
663
TritonPoint Wealth
Maryland
$525K -$20.5K -1,175 -4%
FB
664
Fulton Bank
Pennsylvania
$525K -$55.8K -3,200 -10%
TWM
665
TCFG Wealth Management
California
$523K +$130K +7,463 +35%
LIM
666
Leavell Investment Management
Alabama
$521K +$35 +2 +0%
PCG
667
Prosperity Consulting Group
Maryland
$518K -$43.2K -2,477 -8%
WLPWM
668
Walled Lake Planning & Wealth Management
Illinois
$508K +$109K +6,226 +29%
SC
669
Schulhoff & Co
Ohio
$505K +$49.6K +2,840 +11%
BJL
670
Brighton Jones LLC
Washington
$504K -$83.6K -4,793 -15%
MIM
671
Marco Investment Management
Georgia
$501K +$7.01K +402 +1%
SSWG
672
Seven Springs Wealth Group
Tennessee
$500K – – –
PIM
673
Provident Investment Management
Michigan
$497K – – –
HIA
674
Harbor Investment Advisory
Maryland
$496K +$276K +15,844 +138%
PFA
675
Pure Financial Advisors
California
$495K +$49.5K +2,837 +12%
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