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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1001
TrinityPoint Wealth
Connecticut
$248K – – –
OFW
1002
Omnia Family Wealth
Florida
$247K – – –
SWP
1003
Strategic Wealth Partners
Ohio
$247K -$28.7K -1,077 -10%
GCP
1004
GSA Capital Partners
United Kingdom
$247K +$250K +9,367 New
GMA
1005
Glassy Mountain Advisors
Maryland
$245K – – –
SEP
1006
Southland Equity Partners
Missouri
$245K +$4.48K +168 +2%
WI
1007
Wintrust Investments
Illinois
$244K +$34.4K +1,292 +16%
SA
1008
Strategic Advisors
New York
$243K -$167K -6,278 -40%
CCM
1009
Coldstream Capital Management
Washington
$243K -$5.41K -203 -2%
PBC
1010
Pavion Blue Capital
California
$243K – – –
WAM
1011
Weatherly Asset Management
California
$241K – – –
SL
1012
Summitry LLC
California
$240K – – –
CT
1013
Clearstead Trust
Maine
$240K – – –
FA
1014
FDx Advisors
Illinois
$239K +$17K +639 +8%
CVA
1015
Central Valley Advisors
California
$237K +$240K +9,011 New
SCM
1016
Sterneck Capital Management
Missouri
$237K – – –
HAM
1017
Harmony Asset Management
Arizona
$237K +$240K +9,000 New
PMSA
1018
Patrick M. Sweeney & Associates
Illinois
$237K +$240K +8,992 New
SMH
1019
Sanders Morris Harris
Texas
$237K -$14.7M -553,577 -98%
CAL
1020
Capital Advisors Ltd
Ohio
$236K +$559 +21 +0.2%
EFSCE
1021
Enterprise Financial Services Corp (EFSC)
Missouri
$235K +$4.98K +187 +2%
GWSG
1022
GPS Wealth Strategies Group
Colorado
$235K -$26K -977 -10%
CSC
1023
Caldwell Sutter Capital
California
$233K +$4.21K +158 +2%
WFM
1024
Wolff Financial Management
Michigan
$233K – – –
PCP
1025
Proficio Capital Partners
Massachusetts
$232K -$27 -1 -0%
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