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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
826
Austin Private Wealth
Texas
$289K – – –
SG
827
Somerset Group
Minnesota
$289K – – –
IAMOG
828
Investors Asset Management of Georgia
Georgia
$288K +$394 +16 +0.1%
PAS
829
Park Avenue Securities
New York
$288K +$52.2K +2,119 +22%
BPFA
830
Barnes Pettey Financial Advisors
Mississippi
$288K – – –
TFA
831
Toth Financial Advisory
Virginia
$287K +$665 +27 +0.2%
FCMT
832
Founders Capital Management (Texas)
Texas
$287K – – –
SSB
833
Sandy Spring Bank
Maryland
$286K +$125K +5,066 +74%
ACM
834
Advance Capital Management
Michigan
$286K +$292K +11,865 New
DE
835
Day & Ennis
Georgia
$286K -$22.2K -901 -7%
MA
836
MKT Advisors
California
$286K – – –
SNBOSCI
837
Security National Bank of Sioux City Iowa
Iowa
$285K – – –
AWM
838
AllSquare Wealth Management
New York
$285K – – –
BFG
839
Beacon Financial Group
Texas
$284K +$12.3K +500 +4%
PWP
840
Phillips Wealth Planners
Mississippi
$284K +$265K +10,752 New
LFGO
841
Legacy Financial Group (Oklahoma)
Oklahoma
$283K +$289K +11,740 New
WE
842
Wealth Effects
Massachusetts
$283K – – –
SWM
843
Silverlake Wealth Management
Vermont
$282K +$25 +1 +0%
WI
844
Wintrust Investments
Illinois
$281K +$287K +11,650 New
SWP
845
Strategic Wealth Partners
Ohio
$278K -$13.9K -563 -5%
AIM
846
Arcadia Investment Management
Michigan
$278K – – –
TIM
847
Thompson Investment Management
Wisconsin
$278K – – –
RA
848
RFG Advisory
Alabama
$277K +$2.34K +95 +0.9%
BW
849
Bison Wealth
Georgia
$277K +$21.4K +870 +9%
CCFM
850
Clear Creek Financial Management
Washington
$273K +$279K +11,317 New
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