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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
826
First City Capital Management
Georgia
$530K – – –
GC
827
Gruss & Co
Florida
$529K +$111K +3,500 +27%
CSIC
828
Clifford Swan Investment Counsel
California
$529K -$8.85K -280 -2%
BC
829
Burney Company
Virginia
$528K +$11.7K +370 +2%
SIS
830
Sound Income Strategies
Florida
$525K +$26.4K +836 +6%
SFG
831
Sovereign Financial Group
Connecticut
$525K +$25.3K +800 +5%
HWM
832
Heirloom Wealth Management
Colorado
$523K – – –
LEFP
833
Leading Edge Financial Planning
Tennessee
$523K +$7.94K +251 +2%
NVIM
834
New Vernon Investment Management
Illinois
$522K – – –
DAM
835
Delta Asset Management
Tennessee
$518K -$7.11K -225 -1%
WPP
836
Whalerock Point Partners
Rhode Island
$518K – – –
DIP
837
Davis Investment Partners
North Carolina
$515K +$2.53K +80 +0.5%
CP
838
Creekside Partners
California
$512K – – –
CWM
839
Collaborative Wealth Management
Florida
$511K -$38.4K -1,215 -7%
TIM
840
Thompson Investment Management
Wisconsin
$510K – – –
GC
841
Grimes & Company
Massachusetts
$510K +$36K +1,137 +8%
VR
842
Valued Retirements
Texas
$509K – – –
AAS
843
Ameritas Advisory Services
Nebraska
$508K -$688K -21,745 -58%
NAS
844
Nicolet Advisory Services
Wisconsin
$507K +$37K +1,171 +8%
BPFA
845
Barnes Pettey Financial Advisors
Mississippi
$505K – – –
SF
846
Symphony Financial
Texas
$500K +$263K +8,323 +114%
NLP
847
Next Level Private
New York
$500K +$7.71K +244 +2%
SAI
848
Savvy Advisors Inc
New York
$499K +$67K +2,119 +16%
BIG
849
Brookwood Investment Group
Arizona
$498K -$79.6K -2,517 -14%
SC
850
Summa Corp
Texas
$497K – – –
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