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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
701
GW & Wade
Massachusetts
$450K +$14.7K +573 +3%
VCAM
702
Van Cleef Asset Management
Ohio
$449K -$5.14K -200 -1%
DAM
703
Delta Asset Management
Tennessee
$448K -$15.7K -610 -3%
MA
704
MONECO Advisors
Connecticut
$447K -$12.6K -492 -3%
AC
705
Addison Capital
Pennsylvania
$446K -$26.2K -1,019 -6%
WPIC
706
White Pine Investment Company
Michigan
$445K – – –
CWM
707
Collaborative Wealth Management
Florida
$443K +$12.3K +478 +3%
CCMW
708
Cypress Capital Management (Wyoming)
Wyoming
$441K – – –
SWM
709
Salvus Wealth Management
New Jersey
$441K +$51 +2 +0%
ERIM
710
Eagle Ridge Investment Management
Connecticut
$440K – – –
WDC
711
Woodward Diversified Capital
California
$435K +$668 +26 +0.2%
GAM
712
Grandview Asset Management
Pennsylvania
$435K +$9.22K +359 +2%
SFO
713
Stokes Family Office
Louisiana
$434K – – –
AB
714
Atlas Brown
Kentucky
$432K – – –
EWM
715
Endurance Wealth Management
Rhode Island
$432K +$108K +4,214 +34%
CWP
716
Curated Wealth Partners
California
$432K – – –
CAM
717
Cresset Asset Management
Illinois
$429K -$55.5K -2,160 -12%
GAM
718
Gould Asset Management
California
$428K +$4.88K +190 +1%
PP
719
Patten & Patten
Tennessee
$426K -$34.1K -1,329 -7%
WPC
720
Wedmont Private Capital
Pennsylvania
$426K +$437 +17 +0.1%
LEFP
721
Leading Edge Financial Planning
Tennessee
$426K +$4.65K +181 +1%
TTWM
722
TCV Trust & Wealth Management
Virginia
$426K – – –
HW
723
Hancock Whitney
Mississippi
$426K – – –
CM
724
Cercano Management
Washington
$426K -$535K -20,817 -56%
VVP
725
Venture Visionary Partners
Ohio
$426K +$37.8K +1,472 +10%
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