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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
801
Amplius Wealth Advisors
Pennsylvania
$310K +$67.1K +4,032 +27%
ST
802
Spinnaker Trust
Maine
$310K +$313K +18,800 New
HAM
803
Harmony Asset Management
Arizona
$309K -$233 -14 -0.1%
FAM
804
Fulcrum Asset Management
United Kingdom
$309K +$43.7K +2,624 +16%
PTC
805
Private Trust Company
Ohio
$308K -$68.2K -4,100 -18%
SWM
806
Salvus Wealth Management
New Jersey
$308K +$150 +9 +0%
TFA
807
Teamwork Financial Advisors
Texas
$307K -$31.5K -1,893 -9%
SW
808
SkyOak Wealth
Michigan
$307K – – –
TWC
809
TD Waterhouse Canada
Ontario, Canada
$306K +$48.3K +2,900 +18%
AWM
810
Axxcess Wealth Management
California
$305K +$21.9K +1,315 +8%
HIA
811
Harbor Investment Advisory
Maryland
$304K -$149K -8,960 -33%
HHCP
812
Hilton Head Capital Partners
South Carolina
$304K +$307K +18,442 New
AWM
813
Arista Wealth Management
Nevada
$304K -$9.3K -559 -3%
OCG
814
Opus Capital Group
Ohio
$303K – – –
GFWA
815
Grey Fox Wealth Advisors
Delaware
$302K +$305K +18,308 New
AA
816
Argent Advisors
Louisiana
$301K +$29.9K +1,795 +11%
VIP
817
Vista Investment Partners
Oklahoma
$299K – – –
FA
818
Fermata Advisors
California
$298K +$50.4K +3,030 +20%
HP
819
Holistic Planning
Texas
$297K -$1.73K -104 -0.6%
NRC
820
New Republic Capital
North Carolina
$297K -$2.13M -127,968 -88%
VV
821
Verity & Verity
South Carolina
$295K – – –
SF
822
Symphony Financial
Texas
$294K +$296K +17,810 New
FG
823
Foster Group
Iowa
$293K +$296K +17,772 New
QWM
824
Quadcap Wealth Management
Texas
$292K +$17.8K +1,072 +6%
WIA
825
Westbourne Investment Advisors
Maryland
$292K – – –
31 32
33
34 35