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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
926
Cannon Advisors
North Carolina
$517K – – –
SWA
927
SFMG Wealth Advisors
Texas
$515K -$212K -5,983 -31%
TFS
928
Thoroughbred Financial Services
Tennessee
$513K +$67.6K +1,910 +16%
1IA
929
1620 Investment Advisors
Massachusetts
$513K +$8.35K +236 +2%
MSCM
930
McElhenny Sheffield Capital Management
Texas
$513K – – –
WDG
931
Wealth Dimensions Group
Ohio
$512K +$479K +13,520 New
BFG
932
Beto Financial Group
Idaho
$511K -$4.96K -140 -1%
SWP
933
Strategic Wealth Partners
Ohio
$509K -$3.58K -101 -0.7%
JWM
934
Jeppson Wealth Management
California
$507K -$10.3K -290 -2%
KJWM
935
Kiley Juergens Wealth Management
Washington
$507K -$2.62K -74 -0.5%
CPWL
936
Coquina Private Wealth LLC
Florida
$507K +$2.23K +63 +0.5%
KWS
937
Keystone Wealth Services
California
$507K +$5.1K +144 +1%
FCH
938
Freestone Capital Holdings
Washington
$504K +$46.6K +1,316 +11%
AIFAIM
939
American Institute for Advanced Investment Management
Arizona
$504K -$25.7K -725 -5%
AFA
940
AA Financial Advisors
Ohio
$504K +$18.9K +534 +4%
HCA
941
Hyperion Capital Advisors
New York
$503K – – –
CAM
942
CenterStar Asset Management
Illinois
$502K +$469K +13,255 New
AWM
943
Avior Wealth Management
Nebraska
$500K +$80.7K +2,280 +21%
NB
944
NBT Bank
New York
$496K -$14.2K -400 -3%
B
945
Bayban
Minnesota
$496K – – –
AA
946
Advisory Advocates
Michigan
$494K -$165K -4,668 -26%
WT
947
Whittier Trust
California
$494K +$14.6K +412 +3%
KCM
948
Kathmere Capital Management
Pennsylvania
$493K +$461K +13,027 New
FA
949
Fermata Advisors
California
$493K +$26.1K +737 +6%
CFG
950
CMC Financial Group
Georgia
$492K +$460K +13,000 New
36 37
38
39 40