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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
1176
Foster Victor Wealth Advisors
South Carolina
$217K +$199K +6,478 New
IBOK
1177
Independence Bank of Kentucky
Kentucky
$217K – – –
VPP
1178
Vertex Planning Partners
Illinois
$217K +$213K +6,925 New
AIM
1179
Alhambra Investment Management
Florida
$217K -$3.07K -100 -1%
OFG
1180
Oxford Financial Group
Indiana
$217K -$56.2K -1,829 -21%
SWA
1181
SOA Wealth Advisors
New York
$216K +$7.13K +232 +3%
FTCM
1182
First Trust Capital Management
Illinois
$215K -$19.7K -641 -9%
SWA
1183
Sax Wealth Advisors
New Jersey
$215K +$211K +6,865 New
RWS
1184
Resolute Wealth Strategies
Mississippi
$215K +$210K +6,851 New
RCM
1185
RNC Capital Management
California
$214K -$2.46K -80 -1%
WFAG
1186
Wescott Financial Advisory Group
Pennsylvania
$214K +$210K +6,831 New
AMM
1187
American Money Management
California
$214K +$209K +6,813 New
PA
1188
Procyon Advisors
Connecticut
$213K +$209K +6,794 New
ACC
1189
Acorn Creek Capital
Colorado
$213K +$208K +6,781 New
TCM
1190
Traynor Capital Management
Pennsylvania
$212K +$208K +6,770 New
EFSCE
1191
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$208K +6,757 New
BAM
1192
BOS Asset Management
Illinois
$212K -$7.07K -230 -3%
NIM
1193
Northeast Investment Management
Massachusetts
$212K +$207K +6,749 New
TIM
1194
Tevis Investment Management
Texas
$211K +$206K +6,719 New
AP
1195
Atwood & Palmer
Missouri
$210K – – –
JWCA
1196
J.W. Coons Advisors
Ohio
$210K +$206K +6,700 New
BMA
1197
Brooks Moore & Associates
Tennessee
$209K +$205K +6,665 New
MWM
1198
Mattern Wealth Management
Kansas
$209K -$81.9K -2,666 -29%
ICM
1199
Intrepid Capital Management
Florida
$209K +$204K +6,653 New
PWM
1200
Puff Wealth Management
New Jersey
$208K +$204K +6,645 New
46 47
48
49 50