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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
801
Smithfield Trust
Pennsylvania
$159K +$42K +2,400 +31%
GC
802
Gilbert & Cook
Iowa
$158K – – –
HCM
803
Howland Capital Management
Massachusetts
$158K – – –
LWP
804
Legacy Wealth Planning
Nevada
$158K – – –
AF
805
Advisornet Financial
Minnesota
$157K -$648 -37 -0.4%
WTC
806
WhitTier Trust Company
Nevada
$156K – – –
JCM
807
Jacobi Capital Management
Pennsylvania
$153K -$15.6K -889 -8%
TFA
808
Toth Financial Advisory
Virginia
$152K +$23.6K +1,348 +16%
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$150K -$6.45K -368 -4%
ONST
810
Old North State Trust
North Carolina
$149K +$165K +9,430 New
CHA
811
Carmichael Hill & Associates
Maryland
$144K +$1.75K +100 +1%
MCA
812
Mercer Capital Advisers
New Jersey
$143K – – –
RG
813
Retirement Group
California
$137K +$263 +15 +0.2%
PB
814
Pinnacle Bancorp
Nebraska
$136K – – –
AF
815
Allworth Financial
California
$133K – – –
CI
816
CX Institutional
Indiana
$131K +$120K +6,838 +464%
APWM
817
Atlas Private Wealth Management
New York
$126K -$2.73K -156 -2%
SC
818
SouthState Corp
Florida
$126K +$139K +7,950 New
BWM
819
BerganKDV Wealth Management
Minnesota
$118K – – –
BWL
820
Bogart Wealth LLC
Virginia
$117K -$33.6K -1,919 -20%
AWM
821
Avondale Wealth Management
Texas
$117K +$37.7K +2,150 +41%
WB
822
West Bancorporation
Iowa
$114K – – –
CFG
823
CKW Financial Group
Hawaii
$113K – – –
ARMC
824
American Research & Management Company
Massachusetts
$113K +$8.76K +500 +8%
SIAP
825
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$108K +$2.45K +140 +2%
31 32
33
34 35