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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
776
Leading Edge Financial Planning
Tennessee
$422K -$22.7K -849 -5%
KC
777
Kenfarb & Co
Kentucky
$421K – – –
AT
778
Arvest Trust
Oklahoma
$418K – – –
PC
779
Port Capital
Illinois
$417K – – –
ACM
780
Adalta Capital Management
New York
$417K +$2.67K +100 +0.7%
JIP
781
Jaffetilchin Investment Partners
Florida
$417K +$9.76K +365 +2%
SAM
782
SignalPoint Asset Management
Missouri
$416K +$4.71K +176 +1%
ISL
783
Ingalls & Snyder LLC
New York
$415K -$7.36K -275 -2%
MLL
784
Moody Lynn & Lieberson
Massachusetts
$413K +$5.3K +198 +1%
SW
785
SVB Wealth
Massachusetts
$409K +$74.7K +2,793 +23%
DAM
786
Diamant Asset Management
Connecticut
$407K – – –
ZA
787
Zazove Associates
Nevada
$403K – – –
JWM
788
Jeppson Wealth Management
California
$401K +$55.5K +2,075 +16%
OHIS
789
Oak Harvest Investment Services
Texas
$399K +$5.19K +194 +1%
MWM
790
Modera Wealth Management
New Jersey
$398K -$75.7K -2,831 -16%
ONSWM
791
Old North State Wealth Management
North Carolina
$398K +$7.2K +269 +2%
GAM
792
Gould Asset Management
California
$397K -$51.4K -1,922 -12%
CRI
793
Colonial River Investments
Virginia
$395K +$55.2K +2,062 +17%
WAAG
794
Wealth Alliance Advisory Group
Kansas
$393K +$1.2K +45 +0.3%
CPP
795
Capasso Planning Partners
South Carolina
$393K – – –
HIA
796
Harbor Investment Advisory
Maryland
$392K – – –
MPCG
797
Matrix Private Capital Group
New York
$390K – – –
ATPW
798
Ashton Thomas Private Wealth
Arizona
$388K -$53.4K -1,996 -12%
PGIM
799
Pacific Global Investment Management
California
$387K – – –
LNWWM
800
Laird Norton Wetherby Wealth Management
California
$381K -$51.9K -1,942 -12%
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