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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
626
Capital Investment Advisory Services
North Carolina
$470K +$24.2K +1,024 +6%
ERIM
627
Eagle Ridge Investment Management
Connecticut
$469K – – –
FMT
628
First Mercantile Trust
Tennessee
$464K -$18.5K -783 -4%
SYBT
629
Stock Yards Bank & Trust
Kentucky
$464K +$7.58K +320 +2%
MA
630
Modus Advisors
Minnesota
$462K -$207K -8,737 -31%
YAL
631
Your Advocates Ltd
Texas
$462K +$8.47K +358 +2%
WCM
632
Whitener Capital Management
North Carolina
$462K +$52.8K +2,232 +13%
MSFS
633
Main Street Financial Solutions
Pennsylvania
$460K +$2.42K +102 +0.5%
IIM
634
Ipswich Investment Management
Massachusetts
$459K – – –
WT
635
Washington Trust
Rhode Island
$458K -$33.5K -1,415 -7%
JIC
636
Joel Isaacson & Co
New York
$458K – – –
CG
637
Caprock Group
Idaho
$456K +$448K +18,918 New
CDH
638
Charles D. Hyman
$454K – – –
HVP
639
Hudson Value Partners
Florida
$452K – – –
JCM
640
Jacobi Capital Management
Pennsylvania
$452K +$213K +9,005 +93%
DSC
641
Duncker Streett & Co
Missouri
$451K -$28.4K -1,200 -6%
LWANC
642
Laurel Wealth Advisors (North Carolina)
North Carolina
$451K -$22.5K -950 -5%
CNBTD
643
Citizens National Bank Trust Department
Mississippi
$450K – – –
PJSIMP
644
P.J. Schmidt Investment Management (PJS)
Wisconsin
$444K – – –
NSIM
645
North Star Investment Management
Illinois
$443K +$1.21K +51 +0.3%
SWM
646
Stockman Wealth Management
Montana
$442K +$118K +5,000 +38%
BP
647
BBR Partners
New York
$438K -$83.8K -3,541 -16%
WAP
648
Wealthcare Advisory Partners
Pennsylvania
$434K +$27K +1,140 +7%
CPWA
649
Cerro Pacific Wealth Advisors
California
$431K +$423K +17,869 New
CA
650
Clearstead Advisors
Ohio
$430K -$7.76K -328 -2%
24 25
26
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