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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
501
Lucas Capital Management
New Jersey
$934K +$121K +4,148 +15%
SCP
502
Seizert Capital Partners
Michigan
$933K -$34.3K -1,179 -3%
CA
503
Callahan Advisors
Texas
$921K +$582 +20 +0.1%
AWM
504
Avior Wealth Management
Nebraska
$917K – – –
FFG
505
Frisch Financial Group
New York
$909K +$262 +9 +0%
BW
506
Bison Wealth
Georgia
$907K +$61.7K +2,119 +7%
TPA
507
Trivium Point Advisory
Connecticut
$905K -$30.3K -1,040 -3%
SFA
508
Sequoia Financial Advisors
Ohio
$901K -$175 -6 -0%
AI
509
ArchPoint Investors
Florida
$898K – – –
S
510
Surevest
California
$898K +$35.4K +1,215 +4%
LNC
511
Lincoln National Corp
Pennsylvania
$895K +$8.39K +288 +0.9%
PWLP
512
Prio Wealth Limited Partnership
Massachusetts
$892K +$107K +3,680 +13%
CCMD
513
Cypress Capital Management (Delaware)
Delaware
$889K +$32K +1,100 +4%
CC
514
Chicago Capital
Illinois
$880K – – –
CS
515
Comerica Securities
Michigan
$873K +$80.3K +2,758 +10%
ACM
516
Allred Capital Management
Texas
$869K -$132K -4,533 -13%
AA
517
AQR Arbitrage
Connecticut
$857K – – –
HFBOT
518
Home Federal Bank of Tennessee
Tennessee
$853K -$17.5K -600 -2%
EOCM
519
Energy Opportunities Capital Management
Texas
$852K +$868K +29,810 New
SWA
520
SFMG Wealth Advisors
Texas
$850K – – –
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$849K +$266K +9,139 +44%
HPC
522
HM Payson & Co
Maine
$845K -$58.2K -2,000 -6%
CBB
523
Citizens Business Bank
California
$842K -$11.6K -400 -1%
WA
524
WealthTrust Axiom
Pennsylvania
$842K +$903 +31 +0.1%
ECM
525
Estabrook Capital Management
New York
$837K +$52.4K +1,800 +7%
19 20
21
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