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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1001
Canal Capital Management
Virginia
$323K +$48.9K +1,593 +18%
WAOI
1002
Wealth Advisors of Iowa
Iowa
$323K +$123 +4 +0%
SAI
1003
Savvy Advisors Inc
New York
$321K +$47.9K +1,558 +18%
ATWA
1004
Arbor Trust Wealth Advisors
Michigan
$321K -$46.1K -1,500 -13%
WTC
1005
WhitTier Trust Company
Nevada
$321K – – –
WWP
1006
WR Wealth Planners
Missouri
$320K – – –
JFG
1007
Jefferies Financial Group
New York
$319K – – –
QWM
1008
Quadcap Wealth Management
Texas
$318K -$3.16K -103 -1%
SFP
1009
Sandbox Financial Partners
Maryland
$317K +$9.49K +309 +3%
KAS
1010
KPP Advisory Services
Kentucky
$317K – – –
TRCT
1011
Tower Research Capital (TRC)
New York
$316K +$56.8K +1,848 +22%
FFA
1012
First Foundation Advisors
California
$315K +$61.7K +2,008 +25%
LWM
1013
LongView Wealth Management
Georgia
$315K +$66.9K +2,177 +28%
BOS
1014
Bank of Stockton
California
$315K +$64.4K +2,098 +26%
HCA
1015
Hyperion Capital Advisors
New York
$314K – – –
CSA
1016
Cottage Street Advisors
Massachusetts
$314K +$61.4K +2,000 +25%
BW
1017
Bison Wealth
Georgia
$310K -$134K -4,348 -31%
SIS
1018
Sound Income Strategies
Florida
$309K -$11.9K -389 -4%
FB
1019
First Bancorp
Maine
$308K – – –
SW
1020
SVB Wealth
Massachusetts
$308K +$301K +9,806 New
FF
1021
Farnam Financial
Arizona
$307K – – –
MCM
1022
Mattern Capital Management
Colorado
$307K – – –
HCM
1023
Howland Capital Management
Massachusetts
$306K – – –
TSWM
1024
Tyler-Stone Wealth Management
Ohio
$303K -$3.29K -107 -1%
SA
1025
Strategic Advisors
New York
$303K +$66.5K +2,164 +29%
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