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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
976
FDx Advisors
Illinois
$229K +$227K +8,697 New
CFA
977
Capstone Financial Advisors
Illinois
$228K -$55.8K -2,134 -20%
W
978
WPWealth
Texas
$228K +$21.5K +824 +11%
BFC
979
Blue Fin Capital
Rhode Island
$227K – – –
MSFS
980
Main Street Financial Solutions
Pennsylvania
$227K +$1.83K +70 +0.8%
PP
981
Patron Partners
Texas
$226K – – –
KWA
982
Kingswood Wealth Advisors
California
$225K +$223K +8,524 New
MLA
983
MB, Levis & Associates
Pennsylvania
$225K +$29.8K +1,140 +15%
SAM
984
Shikiar Asset Management
New York
$224K – – –
PL
985
Plancorp LLC
Missouri
$224K +$941 +36 +0.4%
SWA
986
SOA Wealth Advisors
New York
$223K -$2.35K -90 -1%
FW
987
FirstPurpose Wealth
Utah
$223K – – –
WP
988
WealthSpring Partners
California
$222K -$25.5K -974 -10%
VDI
989
Vaughan David Investments
Illinois
$222K – – –
NRC
990
New Republic Capital
North Carolina
$221K – – –
SWM
991
Sendero Wealth Management
Texas
$220K +$219K +8,368 New
LCM
992
Leisure Capital Management
California
$219K – – –
CHA
993
Carmichael Hill & Associates
Maryland
$218K – – –
CCFCSB
994
Cape Cod Five Cents Savings Bank
Massachusetts
$218K -$10.5K -400 -5%
SCP
995
Syntal Capital Partners
Texas
$218K – – –
APP
996
Avantax Planning Partners
Iowa
$217K +$5.49K +210 +3%
GWS
997
Glassman Wealth Services
Virginia
$217K +$2.2K +84 +1%
SMA
998
Seven Mile Advisory
New Jersey
$216K +$214K +8,183 New
FFA
999
First Foundation Advisors
California
$215K -$149K -5,707 -41%
SAM
1000
S.A. Mason
Michigan
$214K – – –
38 39
40
41 42