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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$250K +$7.83K +294 +3%
TW
1002
TrinityPoint Wealth
Connecticut
$248K – – –
OFW
1003
Omnia Family Wealth
Florida
$247K – – –
SWP
1004
Strategic Wealth Partners
Ohio
$247K -$28.7K -1,077 -10%
GCP
1005
GSA Capital Partners
United Kingdom
$247K +$250K +9,367 New
GMA
1006
Glassy Mountain Advisors
Maryland
$245K – – –
SEP
1007
Southland Equity Partners
Missouri
$245K +$4.48K +168 +2%
WI
1008
Wintrust Investments
Illinois
$244K +$34.4K +1,292 +16%
SA
1009
Strategic Advisors
New York
$243K -$167K -6,278 -40%
CCM
1010
Coldstream Capital Management
Washington
$243K -$5.41K -203 -2%
PBC
1011
Pavion Blue Capital
California
$243K – – –
WAM
1012
Weatherly Asset Management
California
$241K – – –
SL
1013
Summitry LLC
California
$240K – – –
CT
1014
Clearstead Trust
Maine
$240K – – –
FA
1015
FDx Advisors
Illinois
$239K +$17K +639 +8%
CVA
1016
Central Valley Advisors
California
$237K +$240K +9,011 New
SCM
1017
Sterneck Capital Management
Missouri
$237K – – –
HAM
1018
Harmony Asset Management
Arizona
$237K +$240K +9,000 New
PMSA
1019
Patrick M. Sweeney & Associates
Illinois
$237K +$240K +8,992 New
SMH
1020
Sanders Morris Harris
Texas
$237K -$14.7M -553,577 -98%
CAL
1021
Capital Advisors Ltd
Ohio
$236K +$559 +21 +0.2%
EFSCE
1022
Enterprise Financial Services Corp (EFSC)
Missouri
$235K +$4.98K +187 +2%
GWSG
1023
GPS Wealth Strategies Group
Colorado
$235K -$26K -977 -10%
CSC
1024
Caldwell Sutter Capital
California
$233K +$4.21K +158 +2%
WFM
1025
Wolff Financial Management
Michigan
$233K – – –
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