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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
1026
Goepper Burkhardt
South Carolina
$255K – – –
MWM
1027
Mattern Wealth Management
Kansas
$255K +$275 +10 +0.1%
CAL
1028
Capital Advisors Ltd
Ohio
$253K -$7.52K -274 -3%
VA
1029
Valmark Advisers
Ohio
$253K +$19.2K +700 +9%
WAM
1030
WFA Asset Management
Wisconsin
$253K +$549 +20 +0.2%
GMA
1031
Glassy Mountain Advisors
Maryland
$252K -$17.8K -650 -7%
FCH
1032
Freestone Capital Holdings
Washington
$252K +$237K +8,642 New
BFC
1033
Blue Fin Capital
Rhode Island
$252K – – –
ACM
1034
AlphaStar Capital Management
North Carolina
$252K +$237K +8,624 New
PBC
1035
Pavion Blue Capital
California
$251K -$16.7K -610 -7%
IEFM
1036
IQ EQ Fund Management
Ireland
$251K +$236K +8,603 New
W
1037
WPWealth
Texas
$251K -$2.03K -74 -0.9%
SB
1038
Strategic Blueprint
Georgia
$249K -$98.5K -3,588 -30%
NFSG
1039
Newbridge Financial Services Group
Florida
$249K -$43.9K -1,598 -16%
CSC
1040
Caldwell Sutter Capital
California
$249K -$9.14K -333 -4%
SAM
1041
Shikiar Asset Management
New York
$248K – – –
BMM
1042
Buffington Mohr McNeal
Idaho
$248K +$165 +6 +0.1%
SWA
1043
Sax Wealth Advisors
New Jersey
$247K +$232K +8,458 New
CT
1044
Coastline Trust
Rhode Island
$247K – – –
PWP
1045
Principle Wealth Partners
Connecticut
$246K -$29.7K -1,080 -11%
COCM
1046
Charter Oak Capital Management
New Hampshire
$246K +$231K +8,415 New
FCA
1047
FinTrust Capital Advisors
South Carolina
$245K – – –
NRC
1048
New Republic Capital
North Carolina
$245K – – –
FCCM
1049
First City Capital Management
Georgia
$245K +$230K +8,382 New
PFM
1050
Phillips Financial Management
Indiana
$245K +$230K +8,380 New
40 41
42
43 44