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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
926
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$8.52K -512 -3%
RFW
927
Redwood Family Wealth
Texas
$238K +$240K +14,433 New
PFA
928
Pettinga Financial Advisors
Indiana
$237K +$1.67K +100 +0.7%
AAS
929
Annex Advisory Services
Wisconsin
$237K +$239K +14,377 New
MWM
930
Modern Wealth Management
Kansas
$235K -$133 -8 -0.1%
LWA
931
Legacy Wealth Advisors
Florida
$234K +$236K +14,185 New
NAS
932
Nicolet Advisory Services
Wisconsin
$234K -$6.19K -372 -3%
WDC
933
Woodward Diversified Capital
California
$233K +$1.4K +84 +0.6%
JHC
934
J. Hagan Capital
Kentucky
$233K -$4.96K -298 -2%
GFP
935
Gryphon Financial Partners
Ohio
$232K +$234K +14,066 New
SIAG
936
Safeguard Investment Advisory Group
California
$231K +$13.4K +808 +6%
OC
937
Oarsman Capital
Wisconsin
$230K -$6.33K -380 -3%
V
938
ViaWealth
Kansas
$230K +$4.46K +268 +2%
CF
939
Centaurus Financial
California
$230K +$32.4K +1,944 +16%
BFS
940
Bradley Foster & Sargent
Connecticut
$229K – – –
WE
941
Wealth Effects
Massachusetts
$228K – – –
LIA
942
LBMC Investment Advisors
Tennessee
$227K +$4.69K +282 +2%
PWA
943
PCG Wealth Advisors
Kansas
$226K +$882 +53 +0.4%
FM
944
Family Management
New York
$225K – – –
DCM
945
Dudley Capital Management
Virginia
$225K +$25K +1,500 +12%
MWM
946
Modera Wealth Management
New Jersey
$225K – – –
HA
947
Helium Advisors
Washington
$224K +$15.7K +946 +7%
AAG
948
Asset Advisory Group
New Jersey
$224K +$226K +13,558 New
RFP
949
Root Financial Partners
California
$223K -$4.03K -242 -2%
FFA
950
Founders Financial Alliance
North Carolina
$223K +$716 +43 +0.3%
36 37
38
39 40