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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1051
YHB Investment Advisors
Connecticut
$244K -$11K -400 -5%
SWM
1052
Sendero Wealth Management
Texas
$244K – – –
AA
1053
Aire Advisors
California
$243K +$229K +8,329 New
LCM
1054
Leisure Capital Management
California
$243K – – –
EFSCE
1055
Enterprise Financial Services Corp (EFSC)
Missouri
$242K -$17K -618 -7%
CHA
1056
Carmichael Hill & Associates
Maryland
$242K – – –
E3F
1057
Eight 31 Financial
Texas
$241K – – –
SAM
1058
S.A. Mason
Michigan
$241K – – –
WWM
1059
Western Wealth Management
Colorado
$240K -$287K -10,465 -56%
WMA
1060
Wealth Management Associates
New Jersey
$239K +$227K +8,257 New
ATI
1061
ARK & TLK Investments
Oklahoma
$239K – – –
SMA
1062
Seven Mile Advisory
New Jersey
$239K – – –
CCFM
1063
Clear Creek Financial Management
Washington
$238K +$9.06K +330 +4%
VCM
1064
Virtue Capital Management
Tennessee
$237K +$222K +8,086 New
NIC
1065
Northwest Investment Counselors
Oregon
$237K – – –
FNBSF
1066
First National Bank Sioux Falls
South Dakota
$236K – – –
HP
1067
Holistic Planning
Texas
$236K -$13.3K -484 -6%
GT
1068
Glenview Trust
Kentucky
$236K -$38.4K -1,400 -15%
WTB
1069
Washington Trust Bank
Washington
$235K – – –
AFC
1070
AFT Forsyth & Company
Florida
$234K +$4.12K +150 +2%
GI
1071
GS Investments
Minnesota
$233K – – –
BDWCC
1072
B&D White Capital Company
Texas
$233K – – –
ZIMP
1073
Zimmermann Investment Management & Planning
Pennsylvania
$233K +$3.49K +127 +2%
MSFS
1074
Main Street Financial Solutions
Pennsylvania
$232K +$219K +7,960 New
PB
1075
Pinnacle Bancorp
Nebraska
$232K – – –
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