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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
801
Pacific Global Investment Management
California
$373K +$392 +15 +0.1%
WP
802
WMS Partners
Maryland
$371K – – –
FMWA
803
Forvis Mazars Wealth Advisors
Missouri
$369K – – –
VCP
804
Verus Capital Partners
Arizona
$369K -$46.9K -1,793 -11%
DSC
805
Duncker Streett & Co
Missouri
$368K – – –
CAI
806
Capital Advisors Inc
Oklahoma
$367K +$161K +6,150 +79%
SIA
807
Schear Investment Advisers
Ohio
$367K – – –
RWP
808
RWA Wealth Partners
Massachusetts
$366K -$128K -4,884 -26%
ECM
809
Estabrook Capital Management
New York
$366K – – –
PSFG
810
Prairie Sky Financial Group
Illinois
$365K +$362K +13,844 New
ACG
811
Allen Capital Group
Nebraska
$362K -$227K -8,701 -39%
VWA
812
Visionary Wealth Advisors
Illinois
$361K +$11.4K +435 +3%
KMWM
813
Keudell/Morrison Wealth Management
Oregon
$361K +$3.74K +143 +1%
CA
814
Continuum Advisory
Idaho
$361K -$33.8K -1,293 -9%
DWA
815
Douglass Winthrop Advisors
New York
$357K – – –
MIM
816
MTM Investment Management
South Carolina
$355K +$69.8K +2,671 +25%
TC
817
Telemus Capital
Michigan
$353K -$10.1K -385 -3%
GIA
818
Gladstone Institutional Advisory
Florida
$351K +$41.8K +1,598 +14%
CAG
819
Csenge Advisory Group
Florida
$350K +$3.35K +128 +1%
FCH
820
Freestone Capital Holdings
Washington
$350K -$1.96K -75 -0.6%
NLP
821
Next Level Private
New York
$350K – – –
WPC
822
White Pine Capital
Minnesota
$349K +$125K +4,795 +57%
BONH
823
Bank of New Hampshire
New Hampshire
$348K +$26.1K +1,000 +8%
FBT
824
First Bankers Trust
Kentucky
$348K – – –
GMA
825
Glassy Mountain Advisors
Maryland
$348K +$345K +13,200 New
31 32
33
34 35