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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
701
SCP Investment
California
$334K -$161K -10,000 -32%
4WM
702
49 Wealth Management
Texas
$334K +$335K +20,799 New
EIA
703
Edgemoor Investment Advisors
Maryland
$331K +$7.72K +480 +2%
AWM
704
Act Wealth Management
Texas
$330K – – –
EFG
705
Ethos Financial Group
Pennsylvania
$326K +$48.3K +3,005 +17%
LWM
706
Laidlaw Wealth Management
New York
$326K -$9.65K -600 -3%
SCM
707
Sage Capital Management
New Jersey
$325K +$4.04K +251 +1%
AF
708
Aldebaran Financial
$325K – – –
NAS
709
Nicolet Advisory Services
Wisconsin
$325K +$3.83K +238 +1%
PIWA
710
Prevail Innovative Wealth Advisors
Kansas
$323K -$4.19M -260,623 -93%
MPCG
711
Matrix Private Capital Group
New York
$322K – – –
EC
712
EJF Capital
Virginia
$321K -$161K -10,000 -33%
WMA
713
West Michigan Advisors
Michigan
$320K -$611K -38,000 -66%
AI
714
Atria Investments
North Carolina
$320K -$86.8K -5,396 -21%
CCMW
715
Cypress Capital Management (Wyoming)
Wyoming
$319K +$16.1K +1,000 +5%
MCM
716
Mattern Capital Management
Colorado
$319K – – –
OIA
717
OneDigital Investment Advisors
Kansas
$318K -$130K -8,102 -29%
VCAM
718
Van Cleef Asset Management
Ohio
$316K -$23.7K -1,475 -7%
HAM
719
Harmony Asset Management
Arizona
$316K +$31.2K +1,942 +11%
AA
720
Aire Advisors
California
$315K -$3.46K -215 -1%
YWS
721
Yarger Wealth Strategies
Ohio
$313K +$8.19K +509 +3%
TCWM
722
Total Clarity Wealth Management
Illinois
$312K +$2.12K +132 +0.7%
KIG
723
Kennedy Investment Group
New Jersey
$310K +$5.89K +366 +2%
WCA
724
Westover Capital Advisors
Delaware
$308K – – –
QWM
725
Quadcap Wealth Management
Texas
$306K +$19.4K +1,203 +7%
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29
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