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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
926
Lindbrook Capital
California
$205K +$11.7K +420 +6%
RFN
927
RDA Financial Network
Iowa
$205K +$195K +6,969 New
PSG
928
Planning Solutions Group
Maryland
$205K +$196K +7,021 New
CT
929
Cambridge Trust
Massachusetts
$205K +$197K +7,052 New
RCAG
930
Rehmann Capital Advisory Group
Michigan
$204K +$14.3K +512 +8%
TAM
931
Todd Asset Management
Kentucky
$204K +$196K +7,000 New
DLHL
932
Donald L. Hagan LLC
Florida
$204K +$196K +7,010 New
MMHP
933
Murphy Middleton Hinkle & Parker
Georgia
$203K +$194K +6,960 New
PGIM
934
Pacific Global Investment Management
California
$203K +$195K +6,990 New
EFSCE
935
Enterprise Financial Services Corp (EFSC)
Missouri
$202K +$2.4K +86 +1%
AP
936
Atwood & Palmer
Missouri
$195K -$4.33K -155 -2%
IP
937
Intellectus Partners
California
$190K +$447 +16 +0.2%
SIAP
938
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$180K +$16.3K +584 +10%
SNT
939
Security National Trust
West Virginia
$177K – – –
SIS
940
Sound Income Strategies
Florida
$170K +$18.1K +647 +12%
MFT
941
Moisand Fitzgerald Tamayo
Florida
$168K – – –
BFC
942
Bedel Financial Consulting
Indiana
$161K -$4.19K -150 -3%
AC
943
Avestar Capital
New York
$157K +$14.4K +515 +10%
PCMK
944
Paragon Capital Management (Kansas)
Kansas
$156K – – –
AWM
945
Avondale Wealth Management
Texas
$154K – – –
JFGIW
946
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K – – –
CT
947
Clearstead Trust
Maine
$152K – – –
LWCFA
948
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K – – –
BAMG
949
Brand Asset Management Group
Missouri
$144K – – –
FWM
950
Focused Wealth Management
New York
$139K – – –
36 37
38
39 40