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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1026
Patton Albertson Miller Group
Tennessee
$249K +$247K +8,606 New
W
1027
WPWealth
Texas
$249K +$401 +14 +0.2%
IEFM
1028
IQ EQ Fund Management
Ireland
$249K – – –
FA
1029
Fermata Advisors
California
$249K +$246K +8,584 New
MWM
1030
Mattern Wealth Management
Kansas
$247K -$5.99K -209 -2%
SAM
1031
Shikiar Asset Management
New York
$246K – – –
AA
1032
Aire Advisors
California
$246K +$4.27K +149 +2%
YIA
1033
YHB Investment Advisors
Connecticut
$245K +$2.47K +86 +1%
SWA
1034
Sax Wealth Advisors
New Jersey
$245K – – –
FCA
1035
FinTrust Capital Advisors
South Carolina
$245K +$1.2K +42 +0.5%
NRC
1036
New Republic Capital
North Carolina
$243K – – –
FCCM
1037
First City Capital Management
Georgia
$243K – – –
PFM
1038
Phillips Financial Management
Indiana
$243K – – –
SWM
1039
Sendero Wealth Management
Texas
$243K – – –
VCM
1040
Virtue Capital Management
Tennessee
$242K – – –
LCM
1041
Leisure Capital Management
California
$241K – – –
EFSCE
1042
Enterprise Financial Services Corp (EFSC)
Missouri
$241K – – –
CHA
1043
Carmichael Hill & Associates
Maryland
$240K – – –
CCP
1044
Carmel Capital Partners
California
$239K +$33.7K +1,175 +17%
E3F
1045
Eight 31 Financial
Texas
$239K – – –
SAM
1046
S.A. Mason
Michigan
$239K – – –
WMA
1047
Wealth Management Associates
New Jersey
$239K – – –
WWM
1048
Western Wealth Management
Colorado
$239K +$1.15K +40 +0.5%
CCFM
1049
Clear Creek Financial Management
Washington
$238K +$1.72K +60 +0.7%
ATI
1050
ARK & TLK Investments
Oklahoma
$237K – – –
40 41
42
43 44