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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
976
Caldwell Sutter Capital
California
$238K -$6.9K -258 -3%
MLA
977
MB, Levis & Associates
Pennsylvania
$238K +$4.23K +158 +2%
CFA
978
Capstone Financial Advisors
Illinois
$237K +$107 +4 +0%
MSFS
979
Main Street Financial Solutions
Pennsylvania
$237K +$1.58K +59 +0.7%
W
980
WPWealth
Texas
$237K +$401 +15 +0.2%
BFC
981
Blue Fin Capital
Rhode Island
$236K – – –
PP
982
Patron Partners
Texas
$235K – – –
PL
983
Plancorp LLC
Missouri
$233K +$990 +37 +0.4%
SWA
984
SOA Wealth Advisors
New York
$233K +$1.1K +41 +0.5%
SAM
985
Shikiar Asset Management
New York
$233K – – –
OPCM
986
Osborne Partners Capital Management
California
$233K +$227K +8,500 New
CT
987
Coastline Trust
Rhode Island
$231K -$434K -16,215 -66%
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$231K +$226K +8,445 New
FA
989
FDx Advisors
Illinois
$231K -$7.25K -271 -3%
VDI
990
Vaughan David Investments
Illinois
$231K – – –
BMM
991
Buffington Mohr McNeal
Idaho
$230K +$225K +8,409 New
NRC
992
New Republic Capital
North Carolina
$229K – – –
SWM
993
Sendero Wealth Management
Texas
$229K – – –
CHA
994
Carmichael Hill & Associates
Maryland
$227K – – –
SAM
995
S.A. Mason
Michigan
$226K – – –
SMA
996
Seven Mile Advisory
New Jersey
$224K – – –
SB
997
Strategic Blueprint
Georgia
$224K +$219K +8,183 New
RMAM
998
Raab & Moskowitz Asset Management
New Jersey
$223K +$218K +8,161 New
FFA
999
First Foundation Advisors
California
$223K – – –
NIC
1000
Northwest Investment Counselors
Oregon
$222K +$5.35K +200 +3%
38 39
40
41 42