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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1101
Stelac Advisory Services
New York
$221K – – –
LWM
1102
Lyell Wealth Management
California
$221K – – –
CSC
1103
Caldwell Sutter Capital
California
$221K – – –
FL
1104
FreeGulliver LLC
Louisiana
$220K +$15.2K +520 +7%
SAM
1105
Satovsky Asset Management
New York
$220K +$9.64K +330 +5%
BMM
1106
Buffington Mohr McNeal
Idaho
$219K +$146 +5 +0.1%
PIA
1107
Perennial Investment Advisors
California
$219K +$16.4K +560 +8%
BWP
1108
Balboa Wealth Partners
Arizona
$219K +$219K +7,513 New
HNWA
1109
Henrickson Nauta Wealth Advisors
Michigan
$219K – – –
FTCM
1110
First Trust Capital Management
Illinois
$219K +$219K +7,510 New
PGAM
1111
Princeton Global Asset Management
New Jersey
$219K +$10.2K +350 +5%
EFP
1112
Elser Financial Planning
Indiana
$218K +$219K +7,488 New
SA
1113
Strategic Advisors
New York
$218K +$584 +20 +0.3%
BC
1114
Broadwater Capital
Massachusetts
$218K – – –
CCM
1115
Colorado Capital Management
Colorado
$217K – – –
DIS
1116
Diversified Investment Strategies
Louisiana
$216K – – –
SDJVC
1117
St. Denis J. Villere & Co
Louisiana
$215K – – –
MWA
1118
Martel Wealth Advisors
Washington
$215K – – –
AWAP
1119
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$214K +$29 +1 +0%
FCCM
1120
First City Capital Management
Georgia
$213K -$31.3K -1,073 -13%
HTHT
1121
Hemenway Trust Hemenway Trust
New Hampshire
$213K – – –
SMA
1122
Sage Mountain Advisors
Georgia
$212K -$14.6K -500 -6%
MFG
1123
Mosaic Financial Group
Illinois
$212K +$213K +7,290 New
VDI
1124
Vaughan David Investments
Illinois
$211K – – –
STA
1125
Smith Thornton Advisors
Alabama
$211K – – –
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