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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Sequent Asset Management
Texas
$348K – – –
AWM
902
AllSquare Wealth Management
New York
$348K – – –
APW
903
Austin Private Wealth
Texas
$348K – – –
AWM
904
Avior Wealth Management
Nebraska
$345K – – –
HC
905
Hara Capital
Washington
$344K – – –
EWA
906
EverSource Wealth Advisors
Alabama
$344K +$64.9K +2,265 +23%
PMFA
907
Plante Moran Financial Advisors
Michigan
$342K – – –
AWS
908
Arkfeld Wealth Strategies
Nebraska
$341K +$315 +11 +0.1%
ATWA
909
Arbor Trust Wealth Advisors
Michigan
$340K – – –
FC
910
Fulcrum Capital
Washington
$339K – – –
BCI
911
Brinker Capital Investments
Pennsylvania
$337K +$333K +11,630 New
OPS
912
Orion Portfolio Solutions
Nebraska
$337K +$333K +11,630 New
KMWM
913
Keudell/Morrison Wealth Management
Oregon
$336K +$3.38K +118 +1%
FM
914
Family Management
New York
$335K +$332K +11,570 New
TIM
915
Thompson Investment Management
Wisconsin
$334K – – –
MCM
916
MV Capital Management
Maryland
$333K – – –
PHIMC
917
Private Harbour Investment Management & Counsel
Ohio
$332K -$15.1K -525 -4%
SIG
918
Stonegate Investment Group
Alabama
$331K +$34.4K +1,201 +12%
CF
919
Copperwynd Financial
Arizona
$331K +$36K +1,255 +12%
PWP
920
Phillips Wealth Planners
Mississippi
$330K -$5.99K -209 -2%
SIS
921
Sound Income Strategies
Florida
$330K +$35.8K +1,247 +12%
MCM
922
Magnolia Capital Management
New York
$327K – – –
ACP
923
Aveo Capital Partners
Colorado
$326K -$1.37M -47,772 -81%
VWA
924
Visionary Wealth Advisors
Illinois
$326K -$56.3K -1,963 -15%
MLA
925
MB, Levis & Associates
Pennsylvania
$325K +$5.39K +188 +2%
35 36
37
38 39