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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
851
Opus Capital Group
Ohio
$355K – – –
UWM
852
USAdvisors Wealth Management
Minnesota
$353K +$36.8K +2,007 +12%
GAM
853
Gotham Asset Management
New York
$352K +$334K +18,249 New
VIP
854
Vista Investment Partners
Oklahoma
$350K – – –
OIA
855
OneDigital Investment Advisors
Kansas
$350K -$85.6K -4,675 -21%
AMM
856
American Money Management
California
$349K +$24.7K +1,350 +8%
NEAM
857
New England Asset Management
Connecticut
$348K +$331K +18,055 New
NRC
858
New Republic Capital
North Carolina
$348K +$641 +35 +0.2%
HP
859
Holistic Planning
Texas
$348K – – –
VV
860
Verity & Verity
South Carolina
$345K – – –
AA
861
Armis Advisers
Georgia
$343K -$20.1K -1,097 -6%
GIP
862
Greatmark Investment Partners
Georgia
$342K +$54.9K +3,000 +20%
AA
863
Advisory Alpha
Michigan
$340K +$77K +4,206 +31%
MWM
864
Modera Wealth Management
New Jersey
$339K +$71.4K +3,900 +29%
RA
865
RiverTree Advisors
Florida
$338K – – –
CWP
866
Curated Wealth Partners
California
$337K – – –
JCFM
867
JBR Co Financial Management
Oklahoma
$336K – – –
SW
868
SteelPeak Wealth
California
$336K +$319K +17,398 New
CAG
869
Csenge Advisory Group
Florida
$336K +$10.4K +568 +3%
NDSI
870
Newman Dignan & Sheerar Inc
Rhode Island
$334K +$4.96K +271 +2%
WQ
871
Wealth Quarterback
New Jersey
$334K – – –
WWMSC
872
Wagner Wealth Management (South Carolina)
South Carolina
$334K -$37.4K -2,044 -11%
WDG
873
Wealth Dimensions Group
Ohio
$333K +$21.6K +1,182 +7%
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$332K – – –
NW
875
Naviter Wealth
Arkansas
$331K +$124K +6,750 +65%
33 34
35
36 37