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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
726
Leading Edge Financial Planning
Tennessee
$392K +$401K +16,272 New
NVIM
727
New Vernon Investment Management
Illinois
$392K – – –
CS
728
Cannell & Spears
New York
$392K – – –
HW
729
Hancock Whitney
Mississippi
$392K – – –
RBC
730
Romano Brothers & Co
Illinois
$392K – – –
EWM
731
Evermay Wealth Management
Virginia
$392K +$28.8K +1,169 +8%
TAM
732
Townsend Asset Management
North Carolina
$391K +$7.14K +290 +2%
CPIA
733
Cornell Pochily Investment Advisors
New York
$388K +$443 +18 +0.1%
SRC
734
Shufro Rose & Co
New York
$387K – – –
WT
735
Washington Trust
Rhode Island
$382K – – –
IA
736
Insight Advisors
Pennsylvania
$381K +$3.82K +155 +1%
KFGK
737
Keystone Financial Group (Kentucky)
Kentucky
$381K +$58.6K +2,381 +18%
DIP
738
Davis Investment Partners
North Carolina
$377K +$352K +14,300 New
FWP
739
FAS Wealth Partners
Kansas
$377K +$11.5K +466 +3%
CAG
740
Csenge Advisory Group
Florida
$375K +$63.7K +2,587 +20%
WPP
741
Whalerock Point Partners
Rhode Island
$375K – – –
RIA
742
Realta Investment Advisors
Delaware
$373K +$32.7K +1,327 +9%
P
743
&Partners
Tennessee
$373K -$17.2K -700 -4%
BFG
744
Bleakley Financial Group
New Jersey
$373K +$381K +15,465 New
IWA
745
Intercontinental Wealth Advisors
Texas
$372K -$20.3K -826 -5%
OHIS
746
Oak Harvest Investment Services
Texas
$372K +$98.8K +4,013 +35%
KC
747
Kingfisher Capital
North Carolina
$370K +$1.08K +44 +0.3%
ISL
748
Ingalls & Snyder LLC
New York
$370K +$16.6K +674 +5%
RCAG
749
Rehmann Capital Advisory Group
Michigan
$369K +$70.2K +2,853 +23%
KCPG
750
Kavar Capital Partners Group
Kansas
$368K – – –
28 29
30
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