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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
MCF Advisors
Kentucky
$323K – – –
CCM
1002
Canal Capital Management
Virginia
$323K +$48.9K +1,593 +18%
WAOI
1003
Wealth Advisors of Iowa
Iowa
$323K +$123 +4 +0%
SAI
1004
Savvy Advisors Inc
New York
$321K +$47.9K +1,558 +18%
ATWA
1005
Arbor Trust Wealth Advisors
Michigan
$321K -$46.1K -1,500 -13%
WTC
1006
WhitTier Trust Company
Nevada
$321K – – –
WWP
1007
WR Wealth Planners
Missouri
$320K – – –
JFG
1008
Jefferies Financial Group
New York
$319K – – –
QWM
1009
Quadcap Wealth Management
Texas
$318K -$3.16K -103 -1%
SFP
1010
Sandbox Financial Partners
Maryland
$317K +$9.49K +309 +3%
KAS
1011
KPP Advisory Services
Kentucky
$317K – – –
TRCT
1012
Tower Research Capital (TRC)
New York
$316K +$56.8K +1,848 +22%
FFA
1013
First Foundation Advisors
California
$315K +$61.7K +2,008 +25%
LWM
1014
LongView Wealth Management
Georgia
$315K +$66.9K +2,177 +28%
BOS
1015
Bank of Stockton
California
$315K +$64.4K +2,098 +26%
HCA
1016
Hyperion Capital Advisors
New York
$314K – – –
CSA
1017
Cottage Street Advisors
Massachusetts
$314K +$61.4K +2,000 +25%
BW
1018
Bison Wealth
Georgia
$310K -$134K -4,348 -31%
SIS
1019
Sound Income Strategies
Florida
$309K -$11.9K -389 -4%
FB
1020
First Bancorp
Maine
$308K – – –
SW
1021
SVB Wealth
Massachusetts
$308K +$301K +9,806 New
FF
1022
Farnam Financial
Arizona
$307K – – –
MCM
1023
Mattern Capital Management
Colorado
$307K – – –
HCM
1024
Howland Capital Management
Massachusetts
$306K – – –
TSWM
1025
Tyler-Stone Wealth Management
Ohio
$303K -$3.29K -107 -1%
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41
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