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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
901
Empirical Wealth Management
Washington
$511K -$147K -3,886 -22%
CCMG
902
Clark Capital Management Group
Pennsylvania
$511K -$17.8K -473 -3%
EWA
903
EverSource Wealth Advisors
Alabama
$510K -$7.4K -196 -1%
SWM
904
Sentinel Wealth Management
Virginia
$510K – – –
CD
905
Chapin Davis
Maryland
$510K -$18.1K -480 -3%
MB
906
MidFirst Bank
Oklahoma
$509K – – –
CBA
907
Coastal Bridge Advisors
Connecticut
$506K +$131K +3,471 +34%
AFA
908
AA Financial Advisors
Ohio
$505K +$16K +425 +3%
CMI
909
Clare Market Investments
Texas
$504K +$1.58K +42 +0.3%
CCMW
910
Cypress Capital Management (Wyoming)
Wyoming
$504K +$604 +16 +0.1%
TFS
911
Thoroughbred Financial Services
Tennessee
$502K +$4.34K +115 +0.8%
RIA
912
Rhodes Investment Advisors
Texas
$499K -$24.3K -645 -5%
WDG
913
Wealth Dimensions Group
Ohio
$498K +$717 +19 +0.1%
TF
914
Trek Financial
Arizona
$498K +$103K +2,732 +25%
KWS
915
Keystone Wealth Services
California
$497K +$5.21K +138 +1%
AMG
916
Advisors Management Group
Wisconsin
$497K -$20.6K -547 -4%
1IA
917
1620 Investment Advisors
Massachusetts
$496K -$1.7K -45 -0.3%
CPWL
918
Coquina Private Wealth LLC
Florida
$496K +$3.81K +101 +0.8%
DLA
919
Douglas Lane & Associates
New York
$494K -$22.6K -600 -4%
CRI
920
Colonial River Investments
Virginia
$494K -$18K -478 -3%
KJWM
921
Kiley Juergens Wealth Management
Washington
$493K -$189 -5 -0%
CNBTD
922
Citizens National Bank Trust Department
Mississippi
$492K -$16.7K -442 -3%
SWA
923
SFMG Wealth Advisors
Texas
$490K -$10.8K -285 -2%
HCA
924
Hyperion Capital Advisors
New York
$489K – – –
RPC
925
Rossmore Private Capital
Connecticut
$489K +$245K +6,500 +96%
35 36
37
38 39