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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
826
Leading Edge Financial Planning
Tennessee
$532K -$6.63K -199 -1%
SC
827
Summa Corp
Texas
$529K – – –
HR
828
Howe & Rusling
New York
$529K -$699 -21 -0.1%
CCFM
829
Clear Creek Financial Management
Washington
$528K +$167K +5,028 +48%
SAM
830
Summit Asset Management
Tennessee
$527K +$31.9K +958 +7%
FWP
831
FAS Wealth Partners
Kansas
$526K +$2.43K +73 +0.5%
FAG
832
Fortitude Advisory Group
Washington
$525K +$33.8K +1,014 +6%
PWM
833
Palumbo Wealth Management
New York
$523K – – –
WPC
834
White Pine Capital
Minnesota
$521K +$509K +15,271 New
PC
835
Port Capital
Illinois
$521K – – –
SRC
836
Shufro Rose & Co
New York
$521K – – –
KA
837
Kovack Advisors
Florida
$519K -$294K -8,835 -37%
WCM
838
Winebrenner Capital Management
Kentucky
$519K -$23K -691 -4%
DT
839
Diversified Trust
Tennessee
$516K +$60.6K +1,821 +14%
PCMC
840
Paragon Capital Management (Colorado)
Colorado
$512K – – –
AAMC
841
Asset Allocation & Management Company
Illinois
$512K +$500K +15,000 New
SFG
842
Sovereign Financial Group
Connecticut
$511K +$16.7K +500 +3%
WEG
843
World Equity Group
Illinois
$511K +$3.26K +98 +0.6%
AWM
844
Avior Wealth Management
Nebraska
$510K -$82.1K -2,464 -14%
WDC
845
Woodward Diversified Capital
California
$509K – – –
NLP
846
Next Level Private
New York
$508K +$7.36K +221 +2%
PPG
847
Peak Planning Group
Colorado
$507K +$5K +150 +1%
GBA
848
Garrison Bradford & Associates
New York
$507K +$3.2K +96 +0.7%
GAM
849
Gould Asset Management
California
$505K +$100 +3 +0%
HIA
850
Harbor Investment Advisory
Maryland
$504K +$6K +180 +1%
32 33
34
35 36