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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
JPMIA
751
J.P. Marvel Investment Advisors
Massachusetts
$633K – – –
TGIA
752
Torrey Growth & Income Advisors
California
$628K +$633K +20,080 New
LCM
753
Liberty Capital Management
Michigan
$627K – – –
EFA
754
Evernest Financial Advisors
Indiana
$625K – – –
FFM
755
Forum Financial Management
Illinois
$625K +$6.81K +216 +1%
1L
756
10Elms LLP
Oklahoma
$620K – – –
YWM
757
Yukon Wealth Management
Kansas
$619K +$1.58K +50 +0.3%
RBC
758
Romano Brothers & Co
Illinois
$615K – – –
CD
759
Chapin Davis
Maryland
$613K +$63.1K +2,000 +11%
WA
760
Wealthstar Advisors
Texas
$607K +$67.2K +2,129 +12%
CCFM
761
Clear Creek Financial Management
Washington
$606K +$122K +3,877 +25%
WAM
762
Walker Asset Management
Missouri
$605K +$10.2K +324 +2%
PGH
763
Partners Group Holding
Switzerland
$604K – – –
AWM
764
Arista Wealth Management
Nevada
$604K – – –
FDCDDQ
765
Federation des caisses Desjardins du Quebec
Quebec, Canada
$600K -$31.5K -1,000 -5%
ONSWM
766
Old North State Wealth Management
North Carolina
$599K +$9.34K +296 +2%
CNBTD
767
Citizens National Bank Trust Department
Mississippi
$597K +$79.7K +2,525 +15%
AGC
768
Aspen Grove Capital
Colorado
$597K +$88.7K +2,810 +17%
CTA
769
Chesley Taft & Associates
Illinois
$596K – – –
AIM
770
Allen Investment Management
New York
$594K – – –
UAS
771
United Asset Strategies
New York
$594K +$8.36K +265 +1%
WAAG
772
Wealth Alliance Advisory Group
Kansas
$591K +$32.5K +1,031 +6%
FHC
773
First Horizon Corporation
Tennessee
$591K +$596K +18,901 New
RA
774
RFG Advisory
Alabama
$589K -$65.9K -2,090 -10%
PCS
775
Personal CFO Solutions
New Jersey
$587K -$29.6K -938 -5%
29 30
31
32 33