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Energy Transfer Partners
ET

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1076
Rise Advisors
New York
$53.3K -$1.59K -90 -3%
OC
1077
Oarsman Capital
Wisconsin
$51.5K +$16.6K +937 +55%
CIAS
1078
CBIZ Investment Advisory Services
Ohio
$51.2K +$14.9K +843 +48%
HEIP
1079
Hudson Edge Investment Partners
New Jersey
$50.9K – – –
FWA
1080
FSC Wealth Advisors
New York
$50.6K +$17.7K +1,000 +63%
HIA
1081
Harbor Investment Advisory
Maryland
$49K – – –
CAS
1082
Coppell Advisory Solutions
Texas
$48.5K +$4.32K +244 +11%
KFI
1083
Key Financial Inc
Pennsylvania
$47.7K +$779 +44 +2%
AEPWM
1084
Atlantic Edge Private Wealth Management
Florida
$47.5K – – –
CWM
1085
Crowley Wealth Management
Delaware
$47K +$42.5K +2,400 New
DSC
1086
Duncker Streett & Co
Missouri
$47K +$42.5K +2,400 New
CA
1087
Continuum Advisory
Idaho
$46.9K +$691 +39 +2%
ADL
1088
Asset Dedication LLC
California
$46.7K +$354 +20 +0.8%
VWM
1089
Vermillion Wealth Management
Minnesota
$45.8K +$41.4K +2,336 New
SA
1090
SRH Advisors
Kansas
$45.5K +$41.2K +2,325 New
CTWM
1091
Cherry Tree Wealth Management
Minnesota
$43.3K – – –
HNW
1092
High Note Wealth
Minnesota
$43.1K +$39K +2,200 New
T
1093
Tidemark
California
$42.9K +$14.4K +811 +59%
BCMLT
1094
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.6K +$549 +31 +1%
BHWM
1095
Beaird Harris Wealth Management
Texas
$42.2K +$14.5K +820 +62%
GSWM
1096
Golden State Wealth Management
California
$40.6K +$36.7K +2,072 New
CCM
1097
Chilton Capital Management
Texas
$39.2K -$105K -5,949 -75%
NB
1098
NBT Bank
New York
$39.2K – – –
TC
1099
Trust Company
Kansas
$39.2K – – –
CNBTD
1100
Citizens National Bank Trust Department
Mississippi
$39.2K +$35.4K +2,000 New
42 43
44
45 46