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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
1026
Cypress Point Wealth Management
Texas
$21K +$20.7K +875 New
CFN
1027
Cordasco Financial Network
Florida
$20K -$2.49K -105 -11%
WIM
1028
Westside Investment Management
California
$19.4K – – –
ST
1029
Smithfield Trust
Pennsylvania
$19K -$178K -7,520 -90%
FI
1030
FormulaFolio Investments
Michigan
$19K – – –
PFA
1031
Professional Financial Advisors
Nebraska
$19K – – –
FPB
1032
First PREMIER Bank
South Dakota
$19K +$18.3K +772 New
IP
1033
Isthmus Partners
Wisconsin
$19K +$18.9K +800 New
HI
1034
Hoey Investments
Pennsylvania
$18K – – –
TFGT
1035
TS Financial Group (TSFG)
Illinois
$18K – – –
CFO
1036
CVA Family Office
Colorado
$18K +$11.4K +482 +191%
CB
1037
CNB Bank
Pennsylvania
$16K – – –
BDWM
1038
Brewin Dolphin Wealth Management
Ireland
$14.5K – – –
BA
1039
Bellwether Advisors
Nebraska
$14K – – –
HC
1040
Hoese & Co
Minnesota
$14K +$14.2K +600 New
CWM
1041
Cranbrook Wealth Management
Michigan
$13K – – –
RIA
1042
RPG Investment Advisory
California
$13K – – –
APC
1043
Aspire Private Capital
North Carolina
$12K -$11.7K -496 Closed
AWM
1044
Activest Wealth Management
Florida
$12K – – –
TFM
1045
TFC Financial Management
Massachusetts
$12K +$2.63K +111 +28%
VRM
1046
Vectors Research Management
New York
$11K -$3.31K -140 -24%
CI
1047
CX Institutional
Indiana
$11K – – –
GFPC
1048
Global Financial Private Client
Florida
$10.1K – – –
LB
1049
Legacy Bridge
Iowa
$10K – – –
MAM
1050
Meeder Asset Management
Ohio
$10K – – –
40 41
42
43 44