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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
826
Sandy Spring Bank
Maryland
$318K +$10.3K +400 +3%
WAOI
827
Wealth Advisors of Iowa
Iowa
$318K -$8.53K -332 -3%
BONH
828
Bank of New Hampshire
New Hampshire
$317K – – –
NGA
829
Naples Global Advisors
Florida
$315K +$36K +1,400 +13%
BFG
830
Beacon Financial Group
Texas
$313K – – –
LWM
831
Laidlaw Wealth Management
New York
$313K +$310K +12,070 New
AFG
832
Albion Financial Group
Utah
$313K – – –
SL
833
Sentinus LLC
Illinois
$312K +$310K +12,061 New
SAM
834
Sequent Asset Management
Texas
$312K +$309K +12,018 New
SG
835
Somerset Group
Minnesota
$311K – – –
AWM
836
AllSquare Wealth Management
New York
$311K +$5.14K +200 +2%
TFA
837
Toth Financial Advisory
Virginia
$309K +$668 +26 +0.2%
BPFA
838
Barnes Pettey Financial Advisors
Mississippi
$309K – – –
FCMT
839
Founders Capital Management (Texas)
Texas
$309K – – –
CA
840
Cornerstone Advisory
Maryland
$308K -$25.7K -1,000 -8%
RWA
841
Ropes Wealth Advisors
Massachusetts
$307K -$12.3K -480 -4%
DE
842
Day & Ennis
Georgia
$307K – – –
PMFA
843
Plante Moran Financial Advisors
Michigan
$306K -$37.3K -1,451 -11%
CSI
844
Cross Staff Investments
New York
$305K -$51.3K -1,999 -15%
LFGO
845
Legacy Financial Group (Oklahoma)
Oklahoma
$304K – – –
WE
846
Wealth Effects
Massachusetts
$304K +$26 +1 +0%
GIA
847
Gladstone Institutional Advisory
Florida
$304K +$26K +1,012 +9%
FC
848
Fulcrum Capital
Washington
$303K +$301K +11,703 New
SWM
849
Silverlake Wealth Management
Vermont
$303K +$26 +1 +0%
CCFM
850
Clear Creek Financial Management
Washington
$303K +$9.76K +380 +3%
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