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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
776
Family Management
New York
$553K -$110K -3,593 -17%
BPWM
777
Badgley Phelps Wealth Managers
Washington
$553K -$14.1K -460 -3%
PPC
778
Pennington Partners & Co
Maryland
$551K +$540K +17,586 New
CFGS
779
Concourse Financial Group Securities
Alabama
$551K +$49.4K +1,608 +11%
CH
780
Canton Hathaway
Rhode Island
$550K -$1.54K -50 -0.3%
ST
781
Smithfield Trust
Pennsylvania
$550K – – –
BMM
782
Buffington Mohr McNeal
Idaho
$550K +$307K +10,005 +133%
ONSWM
783
Old North State Wealth Management
North Carolina
$549K +$8.32K +271 +2%
FNBT
784
FineMark National Bank & Trust
Florida
$546K – – –
AWM
785
Avior Wealth Management
Nebraska
$546K – – –
AAP
786
Arax Advisory Partners
Colorado
$543K +$105K +3,425 +25%
MCA
787
Millennium Capital Advisors
Arkansas
$542K +$7.34K +239 +1%
WCA
788
Westover Capital Advisors
Delaware
$541K -$46.1K -1,500 -8%
SFO
789
Stokes Family Office
Louisiana
$541K +$50.7K +1,650 +11%
CWM
790
Collaborative Wealth Management
Florida
$538K -$33.8K -1,099 -6%
PP
791
Patten & Patten
Tennessee
$537K +$3.84K +125 +0.7%
SWM
792
Salvus Wealth Management
New Jersey
$535K +$61 +2 +0%
EWM
793
Executive Wealth Management
Michigan
$534K -$2.95K -96 -0.6%
FCM
794
Fourpath Capital Management
Oklahoma
$533K +$522K +17,000 New
CD
795
Chapin Davis
Maryland
$533K – – –
WAAG
796
Wealth Alliance Advisory Group
Kansas
$532K +$57.7K +1,878 +12%
WAM
797
Weinberger Asset Management
California
$530K – – –
GS
798
GWN Securities
Florida
$526K +$481K +15,667 New
PTC
799
Private Trust Company
Ohio
$526K +$2.79K +91 +0.5%
ACP
800
Aveo Capital Partners
Colorado
$525K +$177K +5,755 +52%
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