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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
926
Ellenbecker Investment Group
Wisconsin
$239K – – –
KFP
927
Kerr Financial Planning
California
$238K +$3.96K +238 +2%
PFGIA
928
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$8.52K -512 -3%
RFW
929
Redwood Family Wealth
Texas
$238K +$240K +14,433 New
PFA
930
Pettinga Financial Advisors
Indiana
$237K +$1.67K +100 +0.7%
AAS
931
Annex Advisory Services
Wisconsin
$237K +$239K +14,377 New
MWM
932
Modern Wealth Management
Kansas
$235K -$133 -8 -0.1%
LWA
933
Legacy Wealth Advisors
Florida
$234K +$236K +14,185 New
NAS
934
Nicolet Advisory Services
Wisconsin
$234K -$6.19K -372 -3%
WDC
935
Woodward Diversified Capital
California
$233K +$1.4K +84 +0.6%
JHC
936
J. Hagan Capital
Kentucky
$233K -$4.96K -298 -2%
GFP
937
Gryphon Financial Partners
Ohio
$232K +$234K +14,066 New
SIAG
938
Safeguard Investment Advisory Group
California
$231K +$13.4K +808 +6%
OC
939
Oarsman Capital
Wisconsin
$230K -$6.33K -380 -3%
V
940
ViaWealth
Kansas
$230K +$4.46K +268 +2%
CF
941
Centaurus Financial
California
$230K +$32.4K +1,944 +16%
BFS
942
Bradley Foster & Sargent
Connecticut
$229K – – –
WE
943
Wealth Effects
Massachusetts
$228K – – –
LIA
944
LBMC Investment Advisors
Tennessee
$227K +$4.69K +282 +2%
PWA
945
PCG Wealth Advisors
Kansas
$226K +$882 +53 +0.4%
FM
946
Family Management
New York
$225K – – –
DCM
947
Dudley Capital Management
Virginia
$225K +$25K +1,500 +12%
MWM
948
Modera Wealth Management
New Jersey
$225K – – –
HA
949
Helium Advisors
Washington
$224K +$15.7K +946 +7%
AAG
950
Asset Advisory Group
New Jersey
$224K +$226K +13,558 New
36 37
38
39 40