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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
776
Cercano Management
Washington
$433K – – –
OIM
777
Oder Investment Management
California
$433K +$1.52K +57 +0.3%
HW
778
Hancock Whitney
Mississippi
$432K -$799 -30 -0.2%
HWM
779
Heirloom Wealth Management
Colorado
$430K – – –
NVIM
780
New Vernon Investment Management
Illinois
$429K – – –
CS
781
Cannell & Spears
New York
$428K – – –
SRC
782
Shufro Rose & Co
New York
$428K – – –
DP
783
Dearborn Partners
Illinois
$428K – – –
CW
784
CreativeOne Wealth
Kansas
$426K -$705K -26,462 -62%
FG
785
Fairman Group
Pennsylvania
$426K +$430K +16,155 New
LAM
786
Lewis Asset Management
California
$424K +$428K +16,075 New
HR
787
Howe & Rusling
New York
$423K +$14.7K +550 +4%
EAM
788
Empirical Asset Management
Massachusetts
$422K -$8.18K -307 -2%
SI
789
Saxon Interests
Texas
$419K +$424K +15,912 New
FFO
790
Fortitude Family Office
Arizona
$419K +$424K +15,899 New
VR
791
Valued Retirements
Texas
$419K +$423K +15,890 New
RIA
792
Realta Investment Advisors
Delaware
$419K -$6.05K -227 -1%
PSP
793
Principal Street Partners
Tennessee
$419K -$9.99K -375 -2%
SFO
794
Stokes Family Office
Louisiana
$415K -$26.6K -1,000 -6%
IGWM
795
ICA Group Wealth Management
Colorado
$414K +$4.37K +164 +1%
HVP
796
Hudson Value Partners
Florida
$414K -$79.9K -3,000 -16%
IA
797
Insight Advisors
Pennsylvania
$413K – – –
LEFP
798
Leading Edge Financial Planning
Tennessee
$411K +$5.2K +195 +1%
ACM
799
Advisors Capital Management
New Jersey
$411K -$30.5K -1,145 -7%
WAAG
800
Wealth Alliance Advisory Group
Kansas
$410K +$32.4K +1,215 +8%
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