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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
626
Wambolt & Associates
Colorado
$572K +$308 +12 +0.1%
IIM
627
Ipswich Investment Management
Massachusetts
$568K +$41K +1,595 +8%
EP
628
EPIQ Partners
Minnesota
$566K – – –
LSA
629
Lion Street Advisors
Texas
$565K +$96K +3,738 +21%
LB
630
Leo Brokerage
Texas
$565K +$561K +21,823 New
WAM
631
Weinberger Asset Management
California
$564K – – –
HAS
632
HBW Advisory Services
California
$561K +$45.7K +1,781 +9%
YAL
633
Your Advocates Ltd
Texas
$561K +$6.27K +244 +1%
RMDI
634
R.M. Davis Inc
Maine
$556K -$5.14K -200 -0.9%
BAG
635
Bridgewealth Advisory Group
California
$556K – – –
NSIM
636
North Star Investment Management
Illinois
$556K +$11.7K +456 +2%
EFS
637
Essex Financial Services
Connecticut
$552K -$7.94K -309 -1%
CRIG
638
Charter Research & Investment Group
Connecticut
$548K – – –
UAS
639
United Asset Strategies
New York
$548K +$32K +1,245 +6%
MCM
640
Morton Capital Management
California
$547K +$11.6K +450 +2%
OPS
641
Orion Portfolio Solutions
Nebraska
$546K +$33K +1,284 +6%
BCI
642
Brinker Capital Investments
Pennsylvania
$546K +$542K +21,099 New
AIC
643
Archer Investment Corporation
Indiana
$544K – – –
CCWA
644
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$540K +$1.26K +49 +0.2%
SMWM
645
Silvia McColl Wealth Management
California
$539K – – –
BHWM
646
Beaird Harris Wealth Management
Texas
$539K -$7.32K -285 -1%
PCM
647
Perritt Capital Management
Illinois
$539K – – –
BMWM
648
Brown Miller Wealth Management
Virginia
$537K -$19.1K -743 -3%
FHA
649
First Horizon Advisors
Tennessee
$535K +$372K +14,477 +234%
RMCM
650
Reynders McVeigh Capital Management
Massachusetts
$531K – – –
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