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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
726
North Star Investment Management
Illinois
$710K +$1.9K +57 +0.3%
PTC
727
Private Trust Company
Ohio
$707K +$132K +3,949 +24%
PIMG
728
Patriot Investment Management Group
Tennessee
$706K +$6.03K +181 +0.9%
TWM
729
Tradition Wealth Management
Minnesota
$705K -$12.7K -382 -2%
LWL
730
Leo Wealth LLC
Texas
$703K -$173K -5,190 -20%
FDCDDQ
731
Federation des caisses Desjardins du Quebec
Quebec, Canada
$703K +$502K +15,082 +273%
BWP
732
BSW Wealth Partners
Colorado
$703K +$3.2K +96 +0.5%
MA
733
Modus Advisors
Minnesota
$702K +$167 +5 +0%
CH
734
Canton Hathaway
Rhode Island
$702K +$99.9K +3,000 +17%
JWM
735
JFG Wealth Management
Colorado
$692K – – –
JCM
736
Jacobi Capital Management
Pennsylvania
$691K +$8.66K +260 +1%
JPMIA
737
J.P. Marvel Investment Advisors
Massachusetts
$691K – – –
SWA
738
Stratos Wealth Advisors
Ohio
$687K +$53.4K +1,602 +9%
SFC
739
Strategic Financial Concepts
Texas
$686K -$111K -3,328 -14%
RFA
740
Register Financial Advisors
Georgia
$685K +$33.3K +1,000 +5%
LCM
741
Liberty Capital Management
Michigan
$685K – – –
RA
742
RFG Advisory
Alabama
$685K -$21.7K -652 -3%
WPC
743
Wedmont Private Capital
Pennsylvania
$683K +$2.33K +70 +0.3%
EFA
744
Evernest Financial Advisors
Indiana
$683K – – –
RCAG
745
Rehmann Capital Advisory Group
Michigan
$679K -$31.8K -956 -5%
GIM
746
Groesbeck Investment Management
New Jersey
$677K – – –
UCFA
747
United Capital Financial Advisors
Texas
$677K +$67.5K +2,028 +11%
1L
748
10Elms LLP
Oklahoma
$677K – – –
SCA
749
Sippican Capital Advisors
Massachusetts
$674K +$3.33K +100 +0.5%
YWM
750
Yukon Wealth Management
Kansas
$673K +$656K +19,703 New
28 29
30
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