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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
526
Cadence Bank NA
Texas
$587K -$41.4K -2,225 -7%
MFG
527
Magnus Financial Group
New York
$581K -$238K -12,788 -30%
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$579K +$318K +17,055 +136%
SF
529
Synovus Financial
Georgia
$578K +$125K +6,740 +30%
AFP
530
Ausdal Financial Partners
Iowa
$578K +$259K +13,921 +89%
PFBT
531
Parkside Financial Bank & Trust
Missouri
$576K -$342K -18,349 -38%
WS
532
Wedbush Securities
California
$576K +$140K +7,503 +34%
BC
533
Burney Company
Virginia
$574K -$16.7K -896 -3%
PAM
534
Peak Asset Management
Colorado
$566K +$56 +3 +0%
CBB
535
Citizens Business Bank
California
$562K – – –
WA
536
Wealth Alliance
New York
$561K +$152K +8,169 +40%
AAM
537
Augustine Asset Management
Florida
$557K -$147K -7,902 -22%
SDWIA
538
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$554K -$166K -8,927 -24%
FP
539
Fiduciary Planning
Florida
$552K +$12.4K +666 +2%
APA
540
American Portfolios Advisors
New York
$551K -$94.8K -5,090 -15%
PFO
541
Pathstone Family Office
New Jersey
$549K +$230K +12,350 +79%
MA
542
Modus Advisors
Minnesota
$546K – – –
FT
543
Fiduciary Trust
Massachusetts
$542K -$13.7K -736 -3%
LCS
544
Levin Capital Strategies
New York
$542K +$47.9K +2,570 +10%
GAM
545
Griffin Asset Management
New York
$541K +$188K +10,076 +57%
AO
546
Advisor OS
Illinois
$541K +$514K +27,624 New
FWM
547
Frontier Wealth Management
Missouri
$540K – – –
KCM
548
Knighthead Capital Management
New York
$537K – – –
SSB
549
Sandy Spring Bank
Maryland
$536K -$209K -11,250 -29%
DTC
550
Davidson Trust Company
Washington
$536K – – –
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22
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