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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
801
Westwood Wealth Management
California
$323K +$37K +1,900 +12%
PTC
802
Private Trust Company
Ohio
$323K – – –
RI
803
Rinkey Investments
California
$323K – – –
QWM
804
Quadcap Wealth Management
Texas
$323K -$11.8K -608 -3%
PAS
805
Park Avenue Securities
New York
$322K +$102K +5,216 +43%
ACM
806
AlphaStar Capital Management
North Carolina
$320K +$3.41K +175 +1%
PW
807
Potentia Wealth
California
$319K +$19.6K +1,008 +6%
CA
808
CapWealth Advisors
Tennessee
$318K – – –
VHAM
809
Van Hulzen Asset Management
California
$318K -$5.84K -300 -2%
VCAM
810
Van Cleef Asset Management
Ohio
$318K – – –
HP
811
Highlander Partners
Texas
$318K – – –
RFA
812
Register Financial Advisors
Georgia
$317K +$39 +2 +0%
LCM
813
Leisure Capital Management
California
$316K – – –
AIP
814
Almanack Investment Partners
Pennsylvania
$314K +$2.79K +143 +0.9%
KCPG
815
Kavar Capital Partners Group
Kansas
$314K – – –
WPP
816
Whalerock Point Partners
Rhode Island
$314K +$25.3K +1,300 +8%
PFPT
817
Pinnacle Financial Partners (Tennessee)
Tennessee
$313K -$4.73K -243 -1%
CWP
818
Curated Wealth Partners
California
$309K +$19.5K +1,000 +6%
CFGW
819
Chancellor Financial Group WB
Pennsylvania
$309K +$22K +1,130 +7%
GWM
820
GDS Wealth Management
Texas
$308K – – –
OSAM
821
O'Shaughnessy Asset Management
Connecticut
$306K +$85.1K +4,368 +36%
NCM
822
Novare Capital Management
North Carolina
$305K – – –
PFA
823
Professional Financial Advisors
Nebraska
$305K – – –
NA
824
Navellier & Associates
Nevada
$304K +$366K +18,800 New
CWP
825
Core Wealth Partners
California
$303K +$19.5K +1,000 +7%
31 32
33
34 35