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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
451
Transform Wealth
Colorado
$768K -$87.6K -4,900 -10%
CT
452
Coastline Trust
Rhode Island
$765K – – –
GIM
453
Grassi Investment Management
California
$765K – – –
MAM
454
Marquette Asset Management
Minnesota
$761K – – –
RAM
455
Roanoke Asset Management
New Jersey
$759K +$411 +23 +0.1%
SCA
456
Stokes Capital Advisors
South Carolina
$748K +$66.2K +3,700 +10%
CGA
457
Crescent Grove Advisors
Illinois
$746K +$54.8K +3,067 +8%
TF
458
TIAA FSB
Florida
$742K -$156K -8,737 -18%
NP
459
NorthRock Partners
Minnesota
$738K -$178K -9,934 -20%
LSAG
460
Lake Street Advisors Group
New Hampshire
$738K – – –
MWA
461
Meridian Wealth Advisors
Texas
$737K -$46.9K -2,624 -6%
DDC
462
DF Dent & Co
Maryland
$731K -$35.3K -1,975 -5%
P
463
&Partners
Tennessee
$731K +$214K +11,979 +42%
ASC
464
Atalanta Sosnoff Capital
New York
$727K -$179K -10,000 -20%
WPP
465
Whalerock Point Partners
Rhode Island
$727K -$37.6K -2,100 -5%
WC
466
Winmill & Co
New Hampshire
$727K – – –
EC
467
EJF Capital
Virginia
$727K +$53.6K +3,000 +8%
HFM
468
Hartford Financial Management
Connecticut
$726K – – –
IAN
469
Integrated Advisors Network
Texas
$725K -$1.43K -80 -0.2%
AWE
470
Avidian Wealth Enterprises
Texas
$711K +$85K +4,751 +14%
FHB
471
First Hawaiian Bank
Hawaii
$709K – – –
AAM
472
Augustine Asset Management
Florida
$701K -$1.97K -110 -0.3%
TPCW
473
TD Private Client Wealth
New York
$700K -$24.6K -1,374 -3%
AMIM
474
Aull & Monroe Investment Management
Alabama
$691K -$32.2K -1,800 -5%
IC
475
Intersect Capital
California
$679K +$1.5K +84 +0.2%
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19
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