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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
776
Forvis Mazars Wealth Advisors
Missouri
$491K -$35.2K -1,282 -7%
CWM
777
Cedar Wealth Management
California
$490K +$69.7K +2,540 +18%
JIP
778
Jaffetilchin Investment Partners
Florida
$489K +$37.3K +1,358 +9%
VCAM
779
Van Cleef Asset Management
Ohio
$489K – – –
AB
780
Atlas Brown
Kentucky
$487K – – –
CWM
781
Collaborative Wealth Management
Florida
$485K – – –
DAM
782
Delta Asset Management
Tennessee
$485K – – –
ST
783
Smithfield Trust
Pennsylvania
$481K – – –
RFA
784
Register Financial Advisors
Georgia
$481K -$23.1K -842 -5%
SW
785
SVB Wealth
Massachusetts
$477K -$4.06K -148 -0.9%
HWM
786
Heirloom Wealth Management
Colorado
$476K – – –
NVIM
787
New Vernon Investment Management
Illinois
$475K – – –
PGF
788
Plan Group Financial
Oklahoma
$474K +$144K +5,249 +48%
FG
789
Fairman Group
Pennsylvania
$471K – – –
LAM
790
Lewis Asset Management
California
$469K – – –
AF
791
Allworth Financial
California
$466K +$111K +4,033 +34%
OIM
792
Oder Investment Management
California
$466K -$12.9K -471 -3%
FFO
793
Fortitude Family Office
Arizona
$465K +$769 +28 +0.2%
EAM
794
Empirical Asset Management
Massachusetts
$464K -$3.08K -112 -0.7%
VR
795
Valued Retirements
Texas
$464K – – –
LEFP
796
Leading Edge Financial Planning
Tennessee
$461K +$5.55K +202 +1%
PSP
797
Principal Street Partners
Tennessee
$461K – – –
SI
798
Saxon Interests
Texas
$460K -$4.12K -150 -0.9%
SRC
799
Shufro Rose & Co
New York
$460K +$2.75K +100 +0.6%
SFO
800
Stokes Family Office
Louisiana
$459K – – –
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