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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
726
Cypress Capital Group
Florida
$467K -$48.1K -1,800 -10%
SWM
727
Salvus Wealth Management
New Jersey
$466K +$53 +2 +0%
ERIM
728
Eagle Ridge Investment Management
Connecticut
$465K – – –
EWM
729
Executive Wealth Management
Michigan
$465K -$7.84K -293 -2%
VCAM
730
Van Cleef Asset Management
Ohio
$464K – – –
RFA
731
Register Financial Advisors
Georgia
$463K +$348 +13 +0.1%
MCA
732
Millennium Capital Advisors
Arkansas
$460K +$17K +637 +4%
MIM
733
MTM Investment Management
South Carolina
$459K +$88.3K +3,300 +24%
SFO
734
Stokes Family Office
Louisiana
$458K – – –
ACM
735
Advisors Capital Management
New Jersey
$458K -$87.9K -3,286 -16%
AB
736
Atlas Brown
Kentucky
$457K – – –
CWP
737
Curated Wealth Partners
California
$456K – – –
CWM
738
Collaborative Wealth Management
Florida
$455K – – –
DAM
739
Delta Asset Management
Tennessee
$455K -$18.1K -676 -4%
CCFCSB
740
Cape Cod Five Cents Savings Bank
Massachusetts
$453K +$221K +8,270 +100%
WDC
741
Woodward Diversified Capital
California
$452K – – –
ST
742
Smithfield Trust
Pennsylvania
$451K +$201K +7,520 +84%
HIP
743
HUB Investment Partners
Texas
$451K +$171K +6,383 +63%
CM
744
Cercano Management
Washington
$450K – – –
WP
745
WealthSource Partners
California
$449K +$52.3K +1,957 +14%
HW
746
Hancock Whitney
Mississippi
$449K -$802 -30 -0.2%
OIM
747
Oder Investment Management
California
$449K +$1.47K +55 +0.3%
DT
748
Diversified Trust
Tennessee
$448K +$33.8K +1,265 +8%
EAM
749
Empirical Asset Management
Massachusetts
$447K +$2.38K +89 +0.5%
HWM
750
Heirloom Wealth Management
Colorado
$447K -$1.15K -43 -0.3%
28 29
30
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