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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1101
Conservest Capital Advisors
Pennsylvania
$253K – – –
IFWM
1102
Institute for Wealth Management
Colorado
$253K -$4.51K -143 -2%
SAM
1103
Satovsky Asset Management
New York
$252K +$4.32K +137 +2%
E3F
1104
Eight 31 Financial
Texas
$252K – – –
MCFP
1105
Mallini Complete Financial Planning
Florida
$251K – – –
BFC
1106
Blue Fin Capital
Rhode Island
$251K – – –
S
1107
SignatureFD
Georgia
$251K +$1.99K +63 +0.8%
MCM
1108
Mattern Capital Management
Colorado
$250K – – –
CLA
1109
Carnegie Lake Advisors
New Jersey
$250K – – –
GI
1110
GS Investments
Minnesota
$250K – – –
UWP
1111
Uniting Wealth Partners
Kansas
$250K -$5.11K -162 -2%
GGI
1112
Godsey & Gibb Inc
Virginia
$249K – – –
BG
1113
Bahl & Gaynor
Ohio
$249K -$214K -6,777 -46%
CA
1114
Continuum Advisory
Idaho
$249K +$9.31K +295 +4%
FCM
1115
Fortis Capital Management
Washington
$248K +$4.13K +131 +2%
TCBWMS
1116
Texas Capital Bank Wealth Management Services
Texas
$248K +$250K +7,926 New
LIA
1117
LBMC Investment Advisors
Tennessee
$248K – – –
PBC
1118
Pavion Blue Capital
California
$248K -$22.1K -700 -8%
WJA
1119
Willis Johnson & Associates
Texas
$247K -$22.9K -725 -8%
CFGW
1120
Chancellor Financial Group WB
Pennsylvania
$246K +$23.7K +750 +11%
LAS
1121
Legacy Advisory Services
Pennsylvania
$246K – – –
HAIM
1122
Hunter Associates Investment Management
Pennsylvania
$246K +$33.2K +1,053 +16%
CWM
1123
Chemistry Wealth Management
New York
$245K -$105K -3,315 -30%
EWA
1124
Encompass Wealth Advisors
Oregon
$245K – – –
KCM
1125
Kanawha Capital Management
Virginia
$244K +$246K +7,804 New
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45
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