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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1501
SteelPeak Wealth
California
– -$1.22M -38,863 Closed
BJL
1502
Brighton Jones LLC
Washington
– -$1.16M -37,127 Closed
WF
1503
Welch & Forbes
Massachusetts
– -$911K -29,133 Closed
BWS
1504
Buck Wealth Strategies
Colorado
– -$804K -25,716 Closed
ASC
1505
Atalanta Sosnoff Capital
New York
– -$750K -24,000 Closed
PCM
1506
Perritt Capital Management
Illinois
– -$680K -21,749 Closed
TGIA
1507
Torrey Growth & Income Advisors
California
– -$628K -20,080 Closed
PGH
1508
Partners Group Holding
Switzerland
– -$604K -19,324 Closed
SFC
1509
Strategic Financial Concepts
Texas
– -$498K -15,940 Closed
GWANC
1510
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$483K -15,452 Closed
FIB
1511
First Interstate Bank
Montana
– -$469K -15,000 Closed
MCM
1512
Magnolia Capital Management
New York
– -$407K -13,015 Closed
PA
1513
PFG Advisors
Arizona
– -$379K -12,132 Closed
KWM
1514
Kiker Wealth Management
Georgia
– -$379K -12,106 Closed
SFC
1515
SYM Financial Corp
Indiana
– -$356K -11,375 Closed
IF
1516
Integrity Financial
Wyoming
– -$328K -10,490 Closed
FWM
1517
Finer Wealth Management
Massachusetts
– -$319K -10,204 Closed
SFA
1518
Souders Financial Advisors
Ohio
– -$289K -9,247 Closed
NRC
1519
New Republic Capital
North Carolina
– -$262K -8,384 Closed
BFA
1520
Beaumont Financial Advisors
Massachusetts
– -$256K -8,187 Closed
SMA
1521
Seven Mile Advisory
New Jersey
– -$256K -8,183 Closed
IFWM
1522
Institute for Wealth Management
Colorado
– -$253K -8,084 Closed
FLPIM
1523
F.L. Putnam Investment Management
Massachusetts
– -$242K -7,749 Closed
CFA
1524
CWS Financial Advisors
Michigan
– -$239K -7,655 Closed
LWM
1525
Lyell Wealth Management
California
– -$237K -7,589 Closed
59 60
61
62 63