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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1201
Bray Capital Advisors
Florida
$8.21K – – –
CAM
1202
Chesapeake Asset Management
New York
$8.21K – – –
PPWM
1203
PFG Private Wealth Management
Florida
$8.21K – – –
RMC
1204
Resources Management Corp
Connecticut
$8K – – –
SJIM
1205
St. Johns Investment Management
Florida
$7.99K – – –
BCMLT
1206
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.58K – – –
RDFA
1207
Ritter Daniher Financial Advisory
Ohio
$6.16K +$6.02K +225 New
BSB
1208
Bangor Savings Bank
Maine
$5.25K – – –
PP
1209
PFS Partners
New Jersey
$4.93K – – –
PCM
1210
Penserra Capital Management
California
$4K +$1.58K +59 +50%
HWM
1211
HighMark Wealth Management
Minnesota
$2.86K +$53 +2 +2%
AA
1212
Addison Advisors
Vermont
$2.65K +$2.6K +97 New
SFCL
1213
Strengthening Families & Communities LLC
Massachusetts
$2K +$27 +1 +2%
GBT
1214
Grove Bank & Trust
Florida
$1.45K +$1.42K +53 New
BWM
1215
Baystate Wealth Management
Massachusetts
$1.23K -$1.79K -67 -60%
AWA
1216
Authentikos Wealth Advisory
California
$657 +$642 +24 New
DWA
1217
Delos Wealth Advisors
Texas
$655 +$27 +1 +4%
CA
1218
Crewe Advisors
Utah
$411 – – –
PI
1219
Putnam Investments
Massachusetts
– -$14.3M -543,812 Closed
N
1220
Natixis
France
– -$10.1M -382,254 Closed
HCM
1221
Hillman Capital Management
Maryland
– -$8.94M -339,224 Closed
SW
1222
SteelPeak Wealth
California
– -$5.37M -203,668 Closed
SGL
1223
Sonic GP LLC
Hawaii
– -$5.27M -200,000 Closed
CWP
1224
CFM Wealth Partners
Texas
– -$3.71M -140,903 Closed
V
1225
Veritable
Delaware
– -$3.66M -139,076 Closed
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