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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
776
Capasso Planning Partners
South Carolina
$372K – – –
HIA
777
Harbor Investment Advisory
Maryland
$371K – – –
WAAG
778
Wealth Alliance Advisory Group
Kansas
$370K +$26K +1,012 +8%
CP
779
Castleview Partners
Texas
$368K +$565 +22 +0.2%
PGIM
780
Pacific Global Investment Management
California
$366K +$514 +20 +0.1%
OHIS
781
Oak Harvest Investment Services
Texas
$366K -$33.5K -1,303 -8%
WP
782
WMS Partners
Maryland
$365K – – –
FMWA
783
Forvis Mazars Wealth Advisors
Missouri
$363K – – –
JIP
784
Jaffetilchin Investment Partners
Florida
$363K +$16.1K +626 +5%
DSC
785
Duncker Streett & Co
Missouri
$362K – – –
SIA
786
Schear Investment Advisers
Ohio
$361K – – –
ECM
787
Estabrook Capital Management
New York
$360K – – –
FFA
788
First Foundation Advisors
California
$359K -$8.58K -334 -2%
TC
789
Telemus Capital
Michigan
$357K – – –
CAGAS
790
Capital Advisory Group Advisory Services
Minnesota
$353K +$71.6K +2,786 +26%
KMWM
791
Keudell/Morrison Wealth Management
Oregon
$351K -$32.3K -1,259 -8%
DWA
792
Douglass Winthrop Advisors
New York
$351K – – –
ACI
793
Alpha Cubed Investments
California
$347K +$26.1K +1,018 +8%
FCH
794
Freestone Capital Holdings
Washington
$346K +$3.08K +120 +0.9%
TC
795
TownSquare Capital
Utah
$345K -$125K -4,876 -27%
VWA
796
Visionary Wealth Advisors
Illinois
$344K -$24.8K -966 -7%
SW
797
SkyOak Wealth
Michigan
$344K -$25.7K -1,000 -7%
ATWA
798
Arbor Trust Wealth Advisors
Michigan
$343K +$77.1K +3,000 +29%
NLP
799
Next Level Private
New York
$343K – – –
FBT
800
First Bankers Trust
Kentucky
$342K – – –
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