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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
901
Pavion Blue Capital
California
$225K – – –
PC
902
Port Capital
Illinois
$225K – – –
CWM
903
Cornerstone Wealth Management
Missouri
$225K +$243K +9,222 New
PCP
904
Proficio Capital Partners
Massachusetts
$224K +$10.2K +388 +4%
SL
905
Summitry LLC
California
$222K -$842 -32 -0.4%
IIC
906
Ironwood Investment Counsel
Arizona
$221K +$26.2K +995 +12%
XF
907
XML Financial
Maryland
$220K -$2.49M -94,575 -91%
SAM
908
S.A. Mason
Michigan
$220K – – –
CIAS
909
CBIZ Investment Advisory Services
Ohio
$220K +$238K +9,030 New
SCM
910
Sterneck Capital Management
Missouri
$219K – – –
CFO
911
Collective Family Office
Pennsylvania
$219K +$5.53K +210 +2%
EC
912
Enhancing Capital
Pennsylvania
$218K – – –
FFWM
913
Future Financial Wealth Management
Ohio
$218K – – –
HA
914
HFG Advisors
Ohio
$218K – – –
MMHP
915
Murphy Middleton Hinkle & Parker
Georgia
$218K – – –
CAL
916
Capital Advisors Ltd
Ohio
$218K +$1.16K +44 +0.5%
KFA
917
Kelleher Financial Advisors
New York
$217K +$235K +8,920 New
CAM
918
Concorde Asset Management
Michigan
$216K +$132 +5 +0.1%
SSWM
919
Smith Salley Wealth Management
North Carolina
$216K +$233K +8,874 New
CC
920
Claybrook Capital
Massachusetts
$215K – – –
WFM
921
Wolff Financial Management
Michigan
$215K – – –
WI
922
Wintrust Investments
Illinois
$213K +$79 +3 +0%
EFSCE
923
Enterprise Financial Services Corp (EFSC)
Missouri
$212K -$127K -4,811 -36%
AC
924
Asio Capital
Kentucky
$212K -$7.89K -300 -3%
CCFCSB
925
Cape Cod Five Cents Savings Bank
Massachusetts
$211K – – –
35 36
37
38 39