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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
826
Creekside Partners
California
$500K – – –
SFC
827
Strategic Financial Concepts
Texas
$498K -$7.82K -248 -2%
TIM
828
Thompson Investment Management
Wisconsin
$498K – – –
DIP
829
Davis Investment Partners
North Carolina
$496K -$92.1K -2,920 -15%
VR
830
Valued Retirements
Texas
$493K – – –
BPFA
831
Barnes Pettey Financial Advisors
Mississippi
$493K +$276K +8,760 +125%
MCA
832
Millennium Capital Advisors
Arkansas
$489K -$16.2K -513 -3%
AIFAIM
833
American Institute for Advanced Investment Management
Arizona
$489K +$26K +825 +6%
BCI
834
Brinker Capital Investments
Pennsylvania
$488K +$50.4K +1,599 +11%
ACI
835
Alpha Cubed Investments
California
$487K +$7.82K +248 +2%
SFG
836
Sovereign Financial Group
Connecticut
$487K +$18.9K +600 +4%
BP
837
BBR Partners
New York
$485K – – –
SC
838
Summa Corp
Texas
$485K – – –
NLP
839
Next Level Private
New York
$484K +$7.22K +229 +2%
PFO
840
PMG Family Office
Texas
$483K +$488K +15,458 New
GWANC
841
Guardian Wealth Advisors (North Carolina)
North Carolina
$483K – – –
CAG
842
Crestwood Advisors Group
Massachusetts
$481K -$25.2K -799 -5%
DLA
843
Douglas Lane & Associates
New York
$481K +$17.3K +548 +4%
PWM
844
Palumbo Wealth Management
New York
$479K – – –
VCM
845
Violich Capital Management
California
$478K – – –
KA
846
Kovack Advisors
Florida
$478K -$4.61K -146 -0.9%
SAM
847
Summit Asset Management
Tennessee
$478K +$86.5K +2,742 +22%
PC
848
Port Capital
Illinois
$477K – – –
WPC
849
White Pine Capital
Minnesota
$476K – – –
HR
850
Howe & Rusling
New York
$476K -$8.77K -278 -2%
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