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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
751
Mattern Capital Management
Colorado
$390K – – –
SAM
752
Strategy Asset Managers
California
$387K +$19.6K +1,107 +6%
HAM
753
Harmony Asset Management
Arizona
$385K -$372 -21 -0.1%
KIG
754
Kennedy Investment Group
New Jersey
$385K +$5.97K +337 +2%
TCWM
755
Total Clarity Wealth Management
Illinois
$385K +$2.96K +167 +0.9%
BFC
756
Bedel Financial Consulting
Indiana
$383K +$326K +18,433 New
WP
757
WMS Partners
Maryland
$383K +$346K +19,554 New
SWP
758
Sagespring Wealth Partners
Tennessee
$381K +$344K +19,442 New
TP
759
Tranquility Partners
Tennessee
$377K +$5.86K +331 +2%
WCA
760
Westover Capital Advisors
Delaware
$376K – – –
NAS
761
NWF Advisory Services
California
$375K +$339K +19,155 New
FCA
762
FLC Capital Advisors
California
$372K +$106K +6,000 +46%
CF
763
Centaurus Financial
California
$371K -$708 -40 -0.2%
SCM
764
Sunbeam Capital Management
Georgia
$369K +$334K +18,845 New
MHIC
765
Marble Harbor Investment Counsel
Massachusetts
$369K +$53.6K +3,025 +19%
AIS
766
AM Investment Strategies
Tennessee
$366K -$1.01K -57 -0.3%
FVWA
767
Foster Victor Wealth Advisors
South Carolina
$366K +$460 +26 +0.1%
SWM
768
Salvus Wealth Management
New Jersey
$365K +$142 +8 +0%
UAG
769
United Advisor Group
Ohio
$363K +$9.46K +534 +3%
OCG
770
Opus Capital Group
Ohio
$360K – – –
MWA
771
Mills Wealth Advisors
Texas
$359K +$123K +6,970 +61%
GJIA
772
Glass Jacobson Investment Advisors
Maryland
$359K -$108K -6,100 -25%
GFWA
773
Grey Fox Wealth Advisors
Delaware
$359K +$2.16K +122 +0.7%
HC
774
Hara Capital
Washington
$358K +$162K +9,125 +100%
FAIM
775
Financial Advocates Investment Management
Washington
$357K +$35.5K +2,006 +12%
29 30
31
32 33