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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
876
Summit Asset Management
Tennessee
$267K -$26K -1,470 -10%
CCB
877
Country Club Bank
Missouri
$267K – – –
HA
878
Herold Advisors
New York
$267K +$26.7K +1,509 +12%
CIAS
879
Capital Investment Advisory Services
North Carolina
$266K +$2.16K +122 +0.9%
WAM
880
WFA Asset Management
Wisconsin
$266K +$1.04K +59 +0.4%
GC
881
Grimes & Company
Massachusetts
$265K +$18.3K +1,033 +8%
UWM
882
USAdvisors Wealth Management
Minnesota
$264K -$17.7K -1,000 -7%
VCA
883
Verdence Capital Advisors
Maryland
$264K +$3.54K +200 +2%
SFP
884
Shepherd Financial Partners
Massachusetts
$264K +$4.21K +238 +2%
V
885
ViaWealth
Kansas
$264K – – –
HPC
886
HM Payson & Co
Maine
$263K – – –
TF
887
Trek Financial
Arizona
$263K -$96.3K -5,438 -29%
FA
888
Fermata Advisors
California
$261K -$28.7K -1,619 -11%
ODG
889
O'Dell Group
Ohio
$261K +$42.5K +2,400 +22%
CSIC
890
Clifford Swan Investment Counsel
California
$260K – – –
EPAM
891
Euro Pacific Asset Management
Puerto Rico
$259K – – –
KWAG
892
Kiely Wealth Advisory Group
North Carolina
$258K – – –
RCA
893
Resonant Capital Advisors
Wisconsin
$258K – – –
PWA
894
PCG Wealth Advisors
Kansas
$257K +$638 +36 +0.3%
WFM
895
Wolff Financial Management
Michigan
$257K +$354 +20 +0.2%
PSP
896
Principal Street Partners
Tennessee
$256K -$305K -17,248 -57%
TCM
897
Traynor Capital Management
Pennsylvania
$255K +$35.1K +1,983 +18%
SRC
898
Shufro Rose & Co
New York
$255K – – –
SCM
899
Sterling Capital Management
North Carolina
$255K – – –
BFS
900
Bradley Foster & Sargent
Connecticut
$254K – – –
34 35
36
37 38