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Energy Transfer Partners

Name Holding Trade Value Shares
Change
Change in
Stake
SW
926
SkyOak Wealth
Michigan
$291K -$7.44K -384 -2%
RSWM
927
Robertson Stephens Wealth Management
California
$290K +$44.2K +2,281 +18%
NRS
928
Neville Rodie & Shaw
New York
$290K – – –
HA
929
Herold Advisors
New York
$290K +$36.8K +1,900 +14%
GI
930
GAMCO Investors
Connecticut
$289K -$194K -10,000 -40%
CWM
931
Calamos Wealth Management
Illinois
$288K – – –
BWA
932
Brave Warrior Advisors
New York
$287K – – –
PWA
933
Primoris Wealth Advisors
Florida
$287K – – –
RF
934
Rossby Financial
Florida
$287K – – –
EIG
935
Ellenbecker Investment Group
Wisconsin
$286K +$4.61K +238 +2%
CWA
936
Cura Wealth Advisors
Illinois
$279K +$833 +43 +0.3%
EPAM
937
Euro Pacific Asset Management
Puerto Rico
$279K -$9.59K -495 -3%
WPC
938
Wedmont Private Capital
Pennsylvania
$278K -$197K -10,170 -42%
Baird Financial Group
939
Baird Financial Group
Wisconsin
$277K +$87.1K +4,499 +45%
AAS
940
Annex Advisory Services
Wisconsin
$277K +$988 +51 +0.4%
SIS
941
Sound Income Strategies
Florida
$277K -$4.09K -211 -1%
AQR Capital Management
942
AQR Capital Management
Connecticut
$276K -$27.5K -1,422 -9%
CWP
943
Core Wealth Partners
California
$275K -$38.7K -2,000 -12%
SIAG
944
Safeguard Investment Advisory Group
California
$274K +$3.16K +163 +1%
RE
945
Rydar Equities
Texas
$274K +$42.3K +2,182 +19%
VCA
946
Verdence Capital Advisors
Maryland
$273K +$562 +29 +0.2%
PWA
947
PCG Wealth Advisors
Kansas
$273K -$112K -5,805 -29%
PFGIA
948
Patriot Financial Group Insurance Agency
Massachusetts
$272K -$286K -14,774 -51%
WF
949
Welch & Forbes
Massachusetts
$272K +$275K +14,226 New
CP
950
Castleview Partners
Texas
$271K +$775 +40 +0.3%