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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
926
AlphaCore Capital
California
$247K +$60.6K +3,473 +34%
MWM
927
Modern Wealth Management
Kansas
$246K +$59.8K +3,429 +34%
KWM
928
Kiker Wealth Management
Georgia
$246K – – –
WMA
929
West Michigan Advisors
Michigan
$245K +$1.06K +61 +0.5%
KLCM
930
KG&L Capital Management
Louisiana
$245K -$38.4K -2,200 -14%
MFFIA
931
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$245K – – –
SWA
932
SOA Wealth Advisors
New York
$244K -$268K -15,375 -7%
PGFC
933
Peapack-Gladstone Financial Corp
New Jersey
$244K -$13.7K -784 -5%
TF
934
Trek Financial
Arizona
$244K +$87 +5 +0%
LIA
935
LBMC Investment Advisors
Tennessee
$243K +$1.26K +72 +0.5%
SRC
936
Shufro Rose & Co
New York
$242K – – –
SIAG
937
Safeguard Investment Advisory Group
California
$242K +$17.8K +1,021 +8%
NSG
938
Nalls Sherbakoff Group
Tennessee
$241K +$14K +800 +6%
CSIC
939
Clifford Swan Investment Counsel
California
$240K – – –
EPAM
940
Euro Pacific Asset Management
Puerto Rico
$239K – – –
WFM
941
Wolff Financial Management
Michigan
$239K +$366 +21 +0.2%
RCA
942
Resonant Capital Advisors
Wisconsin
$239K – – –
PFA
943
Pettinga Financial Advisors
Indiana
$239K – – –
GIA
944
Guyasuta Investment Advisors
Pennsylvania
$238K +$229K +13,127 New
FHC
945
First Heartland Consultants
Missouri
$236K -$8.86K -508 -4%
SCM
946
Sterling Capital Management
North Carolina
$236K – – –
BFS
947
Bradley Foster & Sargent
Connecticut
$236K – – –
RA
948
Ruggaard & Associates
Ohio
$235K – – –
CWMK
949
Caliber Wealth Management (Kansas)
Kansas
$232K +$39.8K +2,279 +22%
PW
950
Potentia Wealth
California
$232K -$76.5K -4,384 -26%
36 37
38
39 40