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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
501
Signature Financial Management
Virginia
$720K +$35K +1,325 +5%
FIM
502
Frontier Investment Management
Texas
$718K – – –
DWT
503
Dorsey & Whitney Trust
South Dakota
$716K -$2.64K -100 -0.4%
GC
504
Garde Capital
Washington
$714K +$724K +27,400 New
BOIA
505
Bush ODonnell Investment Advisors
Missouri
$711K -$156K -5,903 -18%
GBBWRPM
506
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$710K +$236K +8,924 +49%
SC
507
SouthState Corp
Florida
$709K -$158K -5,995 -18%
MBT
508
Montecito Bank & Trust
California
$706K – – –
RWA
509
RGT Wealth Advisors
Texas
$699K – – –
CWM
510
Cornerstone Wealth Management
Missouri
$693K -$101K -3,830 -13%
ACI
511
Alpha Cubed Investments
California
$693K +$312K +11,813 +80%
ECM
512
Estabrook Capital Management
New York
$689K – – –
PWLP
513
Prio Wealth Limited Partnership
Massachusetts
$683K -$15.9K -600 -2%
MAM
514
Mark Asset Management
New York
$683K – – –
NEPWA
515
New England Private Wealth Advisors
Massachusetts
$681K +$27K +1,021 +4%
AAM
516
Augustine Asset Management
Florida
$677K +$22.9K +868 +3%
CAM
517
Columbia Asset Management
Michigan
$674K -$89.6K -3,388 -12%
RA
518
Rational Advisors
New York
$673K – – –
SWA
519
SFMG Wealth Advisors
Texas
$666K -$32.6K -1,232 -5%
PCMM
520
Private Capital Management (Minnesota)
Minnesota
$662K +$44.9K +1,700 +7%
WF
521
Welch & Forbes
Massachusetts
$661K – – –
WT
522
Washington Trust
Rhode Island
$658K – – –
AG
523
Aperio Group
California
$652K -$185K -6,990 -22%
CBT
524
Central Bank & Trust
Kentucky
$652K – – –
FMW
525
Farr Miller & Washington
District of Columbia
$647K – – –
19 20
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