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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
901
United Asset Strategies
New York
$257K +$488 +18 +0.2%
PWM
902
Peterson Wealth Management
Nevada
$257K +$241K +8,876 New
NB
903
NBT Bank
New York
$257K +$247K +9,130 New
PA
904
PSI Advisors
Florida
$257K +$248K +9,134 New
BMM
905
Buffington Mohr McNeal
Idaho
$256K – – –
VHAM
906
Van Hulzen Asset Management
California
$255K -$7.1K -262 -3%
MCA
907
Mercer Capital Advisers
New Jersey
$255K – – –
DWM
908
Destination Wealth Management
California
$253K -$41.7K -1,539 -15%
SCM
909
Sterneck Capital Management
Missouri
$253K – – –
TSW
910
Thompson Siegel & Walmsley
Virginia
$253K – – –
SG
911
StoneX Group
New York
$253K +$243K +8,983 New
RFWA
912
RPg Family Wealth Advisory
Massachusetts
$252K -$43.8K -1,616 -15%
TI
913
Tidal Investments
Wisconsin
$252K – – –
SFG
914
StrategIQ Financial Group
Indiana
$252K +$28.8K +1,061 +13%
RWM
915
Rench Wealth Management
Texas
$250K -$9.6K -354 -4%
MWM
916
Mission Wealth Management
California
$250K – – –
BWP
917
BSW Wealth Partners
Colorado
$250K +$15.3K +565 +7%
SC
918
SouthState Corp
Florida
$250K +$241K +8,874 New
CHA
919
Carmichael Hill & Associates
Maryland
$249K -$5.42K -200 -2%
PAMG
920
Patton Albertson Miller Group
Tennessee
$249K +$16.3K +600 +7%
CAM
921
Columbia Asset Management
Michigan
$249K – – –
CFA
922
CWS Financial Advisors
Michigan
$245K +$236K +8,706 New
HIP
923
Harrell Investment Partners
Texas
$244K +$235K +8,669 New
HFA
924
HC Financial Advisors
California
$244K +$235K +8,671 New
LSA
925
L & S Advisors
California
$241K -$1.62M -59,669 -87%
35 36
37
38 39