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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
876
Fermata Advisors
California
$258K +$24.8K +1,416 +10%
CWM
877
Calamos Wealth Management
Illinois
$257K +$263K +15,005 New
WAG
878
Winthrop Advisory Group
Massachusetts
$257K – – –
CSA
879
Cornerstone Select Advisors
Missouri
$257K +$2.86K +163 +1%
PGFC
880
Peapack-Gladstone Financial Corp
New Jersey
$257K +$26.2K +1,496 +11%
WWA
881
WCG Wealth Advisors
Nevada
$257K – – –
PFGIA
882
Patriot Financial Group Insurance Agency
Massachusetts
$257K +$262K +14,965 New
NLWP
883
Next Level Wealth Planning
Idaho
$257K +$3.03K +173 +1%
SC
884
Sapient Capital
Indiana
$256K – – –
AWA
885
Amplius Wealth Advisors
Pennsylvania
$254K +$9.61K +548 +4%
GIP
886
Greatmark Investment Partners
Georgia
$252K – – –
CG
887
CFO4Life Group
Texas
$251K +$140 +8 +0.1%
SIS
888
Sound Income Strategies
Florida
$251K +$60.8K +3,468 +30%
VCAM
889
Van Cleef Asset Management
Ohio
$250K -$43.8K -2,500 -15%
PA
890
Prossimo Advisors
California
$250K – – –
WAM
891
Walker Asset Management
Missouri
$250K +$14.5K +828 +6%
AC
892
AlphaCore Capital
California
$250K +$16.4K +934 +7%
VCA
893
Verdence Capital Advisors
Maryland
$250K -$3.51K -200 -1%
WMA
894
West Michigan Advisors
Michigan
$249K +$17.5K +1,000 +7%
CBA
895
Coastal Bridge Advisors
Connecticut
$249K -$264K -15,059 -51%
CAG
896
Csenge Advisory Group
Florida
$249K -$5.05K -288 -2%
EIG
897
Ellenbecker Investment Group
Wisconsin
$249K – – –
HBWM
898
Hollow Brook Wealth Management
New York
$248K – – –
TA
899
TrueWealth Advisors
Alabama
$247K -$29.1K -1,660 -10%
JHC
900
J. Hagan Capital
Kentucky
$247K +$67.4K +3,843 +36%
34 35
36
37 38