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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
976
Indiana Trust & Investment Management
Indiana
$214K – – –
ACM
977
Anfield Capital Management
California
$213K +$32.7K +1,875 +19%
AWAP
978
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$213K -$183K -10,486 -47%
SIS
979
Sound Income Strategies
Florida
$210K -$79.3K -4,546 -28%
AWC
980
Adamsbrown Wealth Consultants
Kansas
$210K +$3.18K +182 +2%
PWM
981
Purus Wealth Management
California
$210K +$202K +11,602 New
CWG
982
Cornerstone Wealth Group
North Carolina
$210K +$202K +11,582 New
PWM
983
Partners Wealth Management
California
$209K – – –
ECM
984
EagleClaw Capital Management
Massachusetts
$208K – – –
NWM
985
Northcape Wealth Management
New York
$208K – – –
VC
986
Veery Capital
Delaware
$208K – – –
DWM
987
Dakota Wealth Management
Florida
$208K +$200K +11,475 New
CWA
988
Cura Wealth Advisors
Illinois
$207K +$750 +43 +0.4%
FCBT
989
First Citizens Bank & Trust
North Carolina
$207K -$907 -52 -0.5%
MG
990
Mather Group
Illinois
$206K -$80.8K -4,629 -29%
MFS
991
Madrona Financial Services
Washington
$204K -$26.8K -1,536 -12%
IWP
992
IAG Wealth Partners
Wisconsin
$204K +$12.4K +713 +7%
SWM
993
Sentinel Wealth Management
Virginia
$203K +$195K +11,183 New
CSC
994
Caldwell Sutter Capital
California
$202K -$2.27K -130 -1%
M
995
MOTCO
Texas
$202K +$83K +4,759 +74%
SIA
996
SeaBridge Investment Advisors
New Jersey
$201K – – –
FFA
997
Founders Financial Alliance
North Carolina
$199K +$192K +11,001 New
AF
998
Apollon Financial
South Carolina
$199K -$5.5K -315 -3%
AIM
999
AMI Investment Management
Indiana
$199K – – –
LSA
1000
L & S Advisors
California
$198K +$541 +31 +0.3%
38 39
40
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