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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
Prossimo Advisors
California
$264K – – –
MSFS
902
Main Street Financial Solutions
Pennsylvania
$264K +$27.1K +1,552 +12%
LMKC
903
L.M. Kohn & Company
Ohio
$263K -$24.9K -1,427 -9%
EIG
904
Ellenbecker Investment Group
Wisconsin
$263K +$253K +14,486 New
HBWM
905
Hollow Brook Wealth Management
New York
$262K – – –
MWM
906
Modera Wealth Management
New Jersey
$262K – – –
RTC
907
Real Talk Capital
Tennessee
$262K – – –
DWA
908
Delap Wealth Advisory
Oregon
$262K +$4.49K +257 +2%
CAG
909
Csenge Advisory Group
Florida
$258K +$30K +1,722 +13%
AWA
910
Amplius Wealth Advisors
Pennsylvania
$258K +$6.68K +383 +3%
HA
911
Herold Advisors
New York
$257K +$506 +29 +0.2%
PIA
912
Perennial Investment Advisors
California
$255K +$419 +24 +0.2%
UIA
913
Ulland Investment Advisors
Minnesota
$254K – – –
WDC
914
Woodward Diversified Capital
California
$254K -$116K -6,654 -32%
CIAS
915
Capital Investment Advisory Services
North Carolina
$252K +$2.72K +156 +1%
RCMF
916
RK Capital Management (Florida)
Florida
$252K -$874K -50,100 -78%
HWM
917
Hemington Wealth Management
Virginia
$252K – – –
AMM
918
American Money Management
California
$251K -$5.24K -300 -2%
WE
919
Wealth Effects
Massachusetts
$250K – – –
ST
920
Smithfield Trust
Pennsylvania
$249K – – –
WAM
921
Walker Asset Management
Missouri
$249K +$36.7K +2,101 +18%
V
922
ViaWealth
Kansas
$248K +$4.26K +244 +2%
PWA
923
PCG Wealth Advisors
Kansas
$248K -$13.2K -759 -5%
FM
924
Family Management
New York
$248K – – –
FA
925
Fermata Advisors
California
$247K +$36.9K +2,113 +18%
35 36
37
38 39