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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
951
Fermata Advisors
California
$394K +$6.39K +202 +2%
WG
952
Welch Group
Alabama
$392K +$6.32K +200 +2%
PMSA
953
Patrick M. Sweeney & Associates
Illinois
$391K +$6.96K +220 +2%
OWA
954
Outlook Wealth Advisors
Texas
$390K +$3.32K +105 +0.9%
CCMG
955
Clark Capital Management Group
Pennsylvania
$390K +$384K +12,156 New
GAFA
956
Garton & Associates Financial Advisors
Kentucky
$386K +$381K +12,046 New
NB
957
Nicolet Bankshares
Wisconsin
$386K +$380K +12,025 New
CAG
958
Csenge Advisory Group
Florida
$385K -$73.9K -2,337 -16%
APW
959
Austin Private Wealth
Texas
$385K – – –
BSG
960
Black Swift Group
Colorado
$385K – – –
FCH
961
Freestone Capital Holdings
Washington
$385K +$18.1K +572 +5%
AA
962
Auxano Advisors
Washington
$383K +$22.1K +700 +6%
DAM
963
Diamant Asset Management
Connecticut
$382K -$39.2K -1,240 -9%
SWM
964
Silverlake Wealth Management
Vermont
$382K +$14.8K +469 +4%
AAG
965
Armstrong Advisory Group
Massachusetts
$382K +$53.7K +1,699 +17%
SAM
966
Sequent Asset Management
Texas
$381K – – –
HI
967
Hudock Inc
Pennsylvania
$380K -$214K -6,783 -36%
PP
968
Patron Partners
Texas
$380K +$316 +10 +0.1%
CG
969
Cynosure Group
Utah
$379K – – –
EWA
970
EverSource Wealth Advisors
Alabama
$379K -$32 -1 -0%
EW
971
Evoke Wealth
California
$377K -$42.4K -1,342 -10%
FGAM
972
Financial Gravity Asset Management
Texas
$376K -$506 -16 -0.1%
FFG
973
Fiduciary Financial Group
California
$376K +$94.7K +2,995 +34%
BPWM
974
Badgley Phelps Wealth Managers
Washington
$375K – – –
FC
975
Fulcrum Capital
Washington
$375K – – –
37 38
39
40 41