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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
776
SFMG Wealth Advisors
Texas
$260K – – –
SG
777
Somerset Group
Minnesota
$260K – – –
MIM
778
Moseley Investment Management
Florida
$260K +$2.23K +98 +0.8%
RWA
779
Ropes Wealth Advisors
Massachusetts
$260K +$11.4K +500 +4%
SB
780
Simmons Bank
Arkansas
$257K -$45.4K -2,000 -14%
TCWM
781
Total Clarity Wealth Management
Illinois
$256K -$20.7K -913 -7%
AIA
782
Arrow Investment Advisors
Maryland
$256K -$2.23K -98 -0.8%
CA
783
Crumly & Associates
Illinois
$256K +$13.1K +578 +5%
SNBOSCI
784
Security National Bank of Sioux City Iowa
Iowa
$256K +$268K +11,814 New
AWM
785
AllSquare Wealth Management
New York
$255K – – –
MIM
786
MTM Investment Management
South Carolina
$255K – – –
CBT
787
CoreFirst Bank & Trust
Kansas
$255K +$47.7K +2,100 +22%
AC
788
Asio Capital
Kentucky
$253K -$72.7K -3,200 -21%
PWA
789
Physician Wealth Advisors
Utah
$252K – – –
TFA
790
Toth Financial Advisory
Virginia
$252K +$2.48K +109 +0.9%
CFGS
791
Concourse Financial Group Securities
Alabama
$251K -$8.77K -386 -3%
SFG
792
StrategIQ Financial Group
Indiana
$251K +$7.18K +316 +3%
AW
793
ACG Wealth
Georgia
$251K +$66.3K +2,920 +34%
NFG
794
Next Financial Group
Texas
$250K -$41.5K -1,825 -14%
DE
795
Day & Ennis
Georgia
$250K – – –
RWP
796
RWA Wealth Partners
Massachusetts
$249K -$27.3K -1,200 -9%
TIM
797
Thompson Investment Management
Wisconsin
$249K – – –
WA
798
Wealth Advisors
California
$247K – – –
BOS
799
Bingham Osborn & Scarborough
California
$246K – – –
KIA
800
KCM Investment Advisors
California
$246K +$56.4K +2,482 +28%
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32
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