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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
726
Ironwood Investment Counsel
Arizona
$276K +$3.19K +219 +1%
CPP
727
Capasso Planning Partners
South Carolina
$275K – – –
RA
728
RiverTree Advisors
Florida
$275K – – –
AA
729
Aire Advisors
California
$275K +$5.51K +378 +2%
NAS
730
Nicolet Advisory Services
Wisconsin
$275K +$83.5K +5,730 +49%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$274K – – –
MFA
732
Mayflower Financial Advisors
Massachusetts
$274K – – –
OIA
733
OneDigital Investment Advisors
Kansas
$274K -$44.6K -3,060 -15%
SPIS
734
Steward Partners Investment Solutions
Oregon
$271K – – –
EFG
735
Ethos Financial Group
Pennsylvania
$270K +$19.1K +1,311 +8%
VHAM
736
Van Hulzen Asset Management
California
$269K – – –
HP
737
Highlander Partners
Texas
$269K +$249K +17,080 New
LCM
738
Leisure Capital Management
California
$267K – – –
CSC
739
Caldwell Sutter Capital
California
$267K +$87 +6 +0%
TCWM
740
Total Clarity Wealth Management
Illinois
$267K +$4.63K +318 +2%
RFA
741
Register Financial Advisors
Georgia
$267K +$612 +42 +0.2%
WSFS
742
Wilmington Savings Fund Society
Delaware
$267K +$247K +16,952 New
MFG
743
Magnus Financial Group
New York
$266K +$23.1K +1,587 +10%
KCPG
744
Kavar Capital Partners Group
Kansas
$266K -$246K -16,900 -50%
PGF
745
Plan Group Financial
Oklahoma
$265K +$245K +16,851 New
STA
746
Summit Trail Advisors
New York
$264K +$7.28K +500 +3%
HSG
747
Helen Stephens Group
Texas
$262K +$8.94K +614 +4%
GWM
748
GDS Wealth Management
Texas
$260K – – –
NCM
749
Novare Capital Management
North Carolina
$258K – – –
VA
750
Verdad Advisers
Massachusetts
$258K +$239K +16,432 New
28 29
30
31 32