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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
701
Oder Investment Management
California
$420K -$1.85K -75 -0.4%
CA
702
Clearstead Advisors
Ohio
$418K – – –
WPIC
703
White Pine Investment Company
Michigan
$414K +$24.6K +1,000 +6%
CCMW
704
Cypress Capital Management (Wyoming)
Wyoming
$411K – – –
SWM
705
Salvus Wealth Management
New Jersey
$411K +$49 +2 +0%
LSA
706
Lion Street Advisors
Texas
$410K -$99.4K -4,037 -18%
ERIM
707
Eagle Ridge Investment Management
Connecticut
$410K – – –
NL
708
NWAM LLC
Washington
$405K +$413K +16,793 New
GW
709
GW & Wade
Massachusetts
$405K +$1.13K +46 +0.3%
WDC
710
Woodward Diversified Capital
California
$405K +$615 +25 +0.1%
SFO
711
Stokes Family Office
Louisiana
$404K – – –
GMA
712
Glassy Mountain Advisors
Maryland
$403K +$412K +16,725 New
AB
713
Atlas Brown
Kentucky
$403K – – –
CWP
714
Curated Wealth Partners
California
$402K – – –
CWM
715
Collaborative Wealth Management
Florida
$401K +$5.07K +206 +1%
WPC
716
Wedmont Private Capital
Pennsylvania
$401K +$25K +1,017 +7%
PFA
717
Pettinga Financial Advisors
Indiana
$398K +$60.3K +2,450 +17%
CHJWM
718
Carlton Hofferkamp & Jenks Wealth Management
Texas
$398K +$2.46K +100 +0.7%
TTWM
719
TCV Trust & Wealth Management
Virginia
$397K -$12.8K -518 -3%
GAM
720
Grandview Asset Management
Pennsylvania
$396K +$150K +6,110 +59%
PPP
721
Private Portfolio Partners
New Jersey
$395K +$12.9K +523 +3%
GC
722
Guggenheim Capital
Illinois
$395K +$42.9K +1,742 +12%
CPWA
723
Cerro Pacific Wealth Advisors
California
$394K +$2.07K +84 +0.5%
GAM
724
Gould Asset Management
California
$394K +$30.9K +1,255 +8%
HWM
725
Heirloom Wealth Management
Colorado
$394K +$402K +16,319 New
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