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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
CX Institutional
Indiana
$23K – – –
TCWM
702
Total Clarity Wealth Management
Illinois
$23K +$22.6K +2,350 New
CBT
703
CoreFirst Bank & Trust
Kansas
$22K – – –
HIA
704
Harbor Investment Advisory
Maryland
$21K +$2.88K +300 +16%
MWC
705
MBM Wealth Consultants
Missouri
$21K +$21.1K +2,196 New
BCWM
706
Bartlett & Co Wealth Management
Ohio
$20.4K -$17K -1,768 -45%
BC
707
Bartlett & Co
Ohio
$20K -$17K -1,768 -45%
DAM
708
Delta Asset Management
Tennessee
$20K – – –
AWM
709
Atticus Wealth Management
Florida
$19K – – –
EWM
710
Endurance Wealth Management
Rhode Island
$19K – – –
HFA
711
HC Financial Advisors
California
$19K – – –
SA
712
SRH Advisors
Kansas
$19K – – –
DOA
713
D'Orazio & Associates
Virginia
$19K +$19.2K +2,000 New
ODG
714
O'Dell Group
Ohio
$19K +$19.2K +2,000 New
BFC
715
Bedel Financial Consulting
Indiana
$18K -$9.6K -1,000 -34%
AL
716
ADE LLC
Maryland
$18K – – –
BEI
717
Benjamin Edwards Inc
Missouri
$18K – – –
FPFS
718
First Personal Financial Services
North Carolina
$18K – – –
HWA
719
HHM Wealth Advisors
Tennessee
$18K – – –
PCFFS
720
Pacific Center for Financial Services
California
$18K – – –
AWM
721
Accel Wealth Management
Iowa
$17K -$912 -95 -5%
ADL
722
Asset Dedication LLC
California
$15K +$106 +11 +0.7%
NFSG
723
Newbridge Financial Services Group
Florida
$14K -$189K -19,721 -93%
CYG
724
Clean Yield Group
Vermont
$14K -$55.8K -5,810 -79%
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
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