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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
726
Walled Lake Planning & Wealth Management
Illinois
$426K -$43K -2,430 -10%
SCTC
727
Sanibel Captiva Trust Company
Florida
$426K – – –
EFG
728
Ethos Financial Group
Pennsylvania
$424K +$23.1K +1,304 +6%
NWM
729
Northwest Wealth Management
Iowa
$423K +$382K +21,586 New
MFWP
730
Mosaic Family Wealth Partners
Missouri
$423K -$7.88K -445 -2%
MSFS
731
Main Street Financial Solutions
Pennsylvania
$422K -$5.12K -289 -1%
WPC
732
White Pine Capital
Minnesota
$415K +$55K +3,105 +17%
HT
733
Heritage Trust
Oklahoma
$412K +$373K +21,040 New
CJH
734
Christopher J. Hasenberg
Wisconsin
$411K – – –
AWM
735
Affinity Wealth Management
Delaware
$411K -$53 -3 -0%
SCM
736
Sage Capital Management
New Jersey
$411K +$13.1K +739 +4%
JIP
737
Jaffetilchin Investment Partners
Florida
$407K -$39.8K -2,247 -10%
EIA
738
Edgemoor Investment Advisors
Maryland
$404K – – –
BCG
739
Breakwater Capital Group
New Jersey
$404K +$365K +20,606 New
WDC
740
Woodward Diversified Capital
California
$403K -$54.1K -3,057 -13%
LFS
741
Legacy Financial Strategies
Kansas
$402K +$35.4K +2,000 +11%
OIA
742
OneDigital Investment Advisors
Kansas
$399K +$10.6K +596 +3%
YWS
743
Yarger Wealth Strategies
Ohio
$396K +$12.8K +722 +4%
AF
744
Aldebaran Financial
$396K – – –
MPCG
745
Matrix Private Capital Group
New York
$393K – – –
PA
746
Parallel Advisors
California
$392K +$73.1K +4,126 +26%
AWM
747
Act Wealth Management
Texas
$391K -$10.1K -570 -3%
CCMW
748
Cypress Capital Management (Wyoming)
Wyoming
$390K – – –
MCM
749
Mattern Capital Management
Colorado
$390K – – –
SAM
750
Strategy Asset Managers
California
$387K +$19.6K +1,107 +6%
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30
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