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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
1001
Alan B. Lancz & Associates
Ohio
$261K +$258K +8,996 New
CA
1002
Cornerstone Advisory
Maryland
$260K -$165K -5,750 -39%
ONST
1003
Old North State Trust
North Carolina
$260K – – –
TL
1004
Tradewinds LLC
North Carolina
$259K +$256K +8,929 New
SFA
1005
Souders Financial Advisors
Ohio
$258K +$1.95K +68 +0.8%
CT
1006
Coastline Trust
Rhode Island
$258K +$12.9K +450 +5%
VCA
1007
Verdence Capital Advisors
Maryland
$257K +$287 +10 +0.1%
CAL
1008
Capital Advisors Ltd
Ohio
$257K +$5.62K +196 +2%
GB
1009
Goepper Burkhardt
South Carolina
$256K – – –
PCP
1010
Proficio Capital Partners
Massachusetts
$256K – – –
CFA
1011
Capstone Financial Advisors
Illinois
$254K -$1.52K -53 -0.6%
RA
1012
RFG Advisory
Alabama
$254K -$31.2K -1,087 -11%
MSFS
1013
Main Street Financial Solutions
Pennsylvania
$253K +$22.1K +770 +10%
OFG
1014
Oxford Financial Group
Indiana
$252K +$249K +8,691 New
CCM
1015
Canal Capital Management
Virginia
$251K +$44.5K +1,553 +22%
VA
1016
Valmark Advisers
Ohio
$251K – – –
GMA
1017
Glassy Mountain Advisors
Maryland
$251K – – –
PWP
1018
Principle Wealth Partners
Connecticut
$251K +$6.59K +230 +3%
FFA
1019
Founders Financial Alliance
North Carolina
$250K -$110K -3,853 -31%
KP
1020
Keel Point
Alabama
$250K +$254K +8,852 New
BFC
1021
Blue Fin Capital
Rhode Island
$250K – – –
NFSG
1022
Newbridge Financial Services Group
Florida
$250K +$2.58K +90 +1%
PBC
1023
Pavion Blue Capital
California
$250K – – –
HAM
1024
Harmony Asset Management
Arizona
$249K -$4.01K -140 -2%
PAMG
1025
Patton Albertson Miller Group
Tennessee
$249K +$247K +8,606 New
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