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Energy Transfer Partners

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
901
Clifford Swan Investment Counsel
California
$247K – – –
RCA
902
Resonant Capital Advisors
Wisconsin
$245K – – –
PFA
903
Pettinga Financial Advisors
Indiana
$245K -$285K -14,612 -53%
HGA
904
Hobbs Group Advisors
South Carolina
$245K -$13.7K -702 -5%
WFM
905
Wolff Financial Management
Michigan
$244K +$351 +18 +0.1%
PSP
906
Principal Street Partners
Tennessee
$243K – – –
SRC
907
Shufro Rose & Co
New York
$242K – – –
SCM
908
Sterling Capital Management
North Carolina
$242K – – –
BFS
909
Bradley Foster & Sargent
Connecticut
$241K – – –
MSFS
910
Main Street Financial Solutions
Pennsylvania
$241K -$167K -8,561 -40%
RA
911
Ruggaard & Associates
Ohio
$241K – – –
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$241K +$9.74K +500 +4%
SA
913
Strategic Advocates
Utah
$239K +$39.6K +2,035 +19%
PPG
914
Peak Planning Group
Colorado
$238K +$26.2K +1,344 +12%
MFS
915
Madrona Financial Services
Washington
$238K – – –
PA
916
Probity Advisors
Texas
$238K -$974 -50 -0.4%
WC
917
Weil Company
California
$238K +$249K +12,805 New
UWP
918
Uniting Wealth Partners
Kansas
$233K +$136 +7 +0.1%
LCS
919
Levin Capital Strategies
New York
$233K -$97.4K -5,000 -29%
Lazard Asset Management
920
Lazard Asset Management
New York
$233K +$20.6K +1,057 +9%
GC
921
Grimes & Company
Massachusetts
$232K -$19.6K -1,007 -7%
TF
922
Tompkins Financial
New York
$232K – – –
WC
923
Woodstock Corp
Massachusetts
$232K – – –
NSG
924
Nalls Sherbakoff Group
Tennessee
$232K +$243K +12,499 New
WAG
925
Winthrop Advisory Group
Massachusetts
$232K – – –