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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
626
Eagle Ridge Investment Management
Connecticut
$428K – – –
BPA
627
Beacon Pointe Advisors
California
$426K +$198K +9,012 +88%
CWM
628
Collaborative Wealth Management
Florida
$426K +$363K +16,491 New
WPP
629
Whalerock Point Partners
Rhode Island
$424K -$17.1K -777 -4%
SW
630
SkyOak Wealth
Michigan
$423K +$38.3K +1,740 +11%
ANTB
631
AMG National Trust Bank
Colorado
$421K -$13.7K -624 -3%
IIM
632
Ipswich Investment Management
Massachusetts
$419K – – –
JIC
633
Joel Isaacson & Co
New York
$418K +$417K +18,986 New
PPSG
634
Princeton Portfolio Strategies Group
New Jersey
$417K – – –
MSFS
635
Main Street Financial Solutions
Pennsylvania
$417K +$417K +18,947 New
IAP
636
Indie Asset Partners
Indiana
$416K -$15.4K -700 -4%
SYBT
637
Stock Yards Bank & Trust
Kentucky
$416K -$14.5K -658 -3%
CDH
638
Charles D. Hyman
$415K – – –
YAL
639
Your Advocates Ltd
Texas
$414K +$8.38K +381 +2%
HVP
640
Hudson Value Partners
Florida
$412K – – –
CNBTD
641
Citizens National Bank Trust Department
Mississippi
$411K +$11K +500 +3%
DLA
642
Douglas Lane & Associates
New York
$407K +$24.2K +1,100 +6%
CIAS
643
Capital Investment Advisory Services
North Carolina
$406K +$10.1K +460 +3%
WA
644
Wealth Alliance
New York
$404K -$227K -10,320 -36%
NSIM
645
North Star Investment Management
Illinois
$404K +$1.21K +55 +0.3%
BFG
646
Beacon Financial Group
Texas
$401K – – –
DAM
647
Delta Asset Management
Tennessee
$399K – – –
CA
648
Clearstead Advisors
Ohio
$399K +$22K +1,000 +6%
SIS
649
Sound Income Strategies
Florida
$396K +$370K +16,812 +1,409%
SWM
650
Salvus Wealth Management
New Jersey
$394K +$66 +3 +0%
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