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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
726
Asset Dedication LLC
California
$25K +$173 +14 +0.8%
GC
727
Grace Capital
Massachusetts
$25K +$23.7K +1,920 New
FPFS
728
First Personal Financial Services
North Carolina
$24K – – –
FWM
729
Focused Wealth Management
New York
$22K +$99 +8 +0.5%
TF
730
TimeScale Financial
Massachusetts
$22K +$21.1K +1,715 +4,513%
PAM
731
Panagora Asset Management
Massachusetts
$21K – – –
EWP
732
Engrave Wealth Partners
Texas
$21K +$20.7K +1,677 New
BWA
733
Burt Wealth Advisors
Maryland
$20K – – –
EFSCE
734
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$4.21K +342 +28%
OC
735
Oakworth Capital
Alabama
$19K -$37.9K -3,072 -68%
GFPC
736
Global Financial Private Capital
Florida
$18K – – –
QAM
737
QCI Asset Management
New York
$18K – – –
WQ
738
Wealth Quarterback
New Jersey
$17.7K +$75.6K +6,132 New
NIM
739
NuWave Investment Management
New Jersey
$17K -$453K -36,737 -97%
LWA
740
Lenox Wealth Advisors
New York
$17K -$92K -7,469 -85%
PG
741
Proffitt & Goodson
Tennessee
$16K -$86.7K -7,039 -85%
RFM
742
Royal Fund Management
Florida
$16K -$1.96K -159 -11%
CB
743
Community Bank
New York
$16K – – –
PMFA
744
Plante Moran Financial Advisors
Michigan
$15K – – –
TFGT
745
TS Financial Group (TSFG)
Illinois
$15K – – –
HI
746
Hudock Inc
Pennsylvania
$14K -$19K -1,538 -58%
RFA
747
Reilly Financial Advisors
California
$14K -$12.3K -1,000 -47%
OPS
748
Orion Portfolio Solutions
Nebraska
$14K +$13.5K +1,096 New
FRA
749
Front Row Advisors
California
$13K – – –
ICM
750
Islay Capital Management
Texas
$13K +$12.6K +1,024 New
28 29
30
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