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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
926
Marcum Wealth
Ohio
$422K +$15.4K +462 +4%
GS
927
GTS Securities
Florida
$419K +$409K +12,279 New
WTC
928
WhitTier Trust Company
Nevada
$419K +$67.8K +2,037 +20%
LFGO
929
Legacy Financial Group (Oklahoma)
Oklahoma
$416K – – –
PA
930
PFG Advisors
Arizona
$415K +$6.69K +201 +2%
KWM
931
Kiker Wealth Management
Georgia
$412K +$166K +4,999 +71%
AWM
932
AllSquare Wealth Management
New York
$410K – – –
APW
933
Austin Private Wealth
Texas
$410K – – –
BSG
934
Black Swift Group
Colorado
$410K – – –
RHIG
935
R.H. Investment Group
Arizona
$410K – – –
PM
936
Penbrook Management
New York
$409K +$16.7K +500 +4%
OWA
937
ORBA Wealth Advisors
Illinois
$407K – – –
SAM
938
Sequent Asset Management
Texas
$406K – – –
CF
939
Copperwynd Financial
Arizona
$405K +$20.9K +628 +6%
SSB
940
Sandy Spring Bank
Maryland
$405K – – –
CG
941
Cynosure Group
Utah
$404K – – –
VCA
942
Verdence Capital Advisors
Maryland
$402K +$2K +60 +0.5%
BA
943
Bristlecone Advisors
Washington
$401K -$40.9K -1,229 -9%
FC
944
Fulcrum Capital
Washington
$400K – – –
CW
945
Channel Wealth
California
$399K – – –
TIM
946
Thompson Investment Management
Wisconsin
$394K – – –
SFG
947
Sather Financial Group
Texas
$393K +$383K +11,500 New
PCM
948
Penserra Capital Management
California
$392K +$377K +11,333 +6,193%
NAS
949
Nicolet Advisory Services
Wisconsin
$390K +$15.4K +461 +4%
CIC
950
Chase Investment Counsel
Virginia
$388K +$379K +11,375 New
36 37
38
39 40