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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
801
Forvis Mazars Wealth Advisors
Missouri
$444K -$43.3K -1,510 -9%
PWM
802
Palumbo Wealth Management
New York
$444K – – –
AT
803
Arvest Trust
Oklahoma
$443K – – –
PC
804
Port Capital
Illinois
$442K – – –
DP
805
Dearborn Partners
Illinois
$442K – – –
AAS
806
Asset Allocation Strategies
Michigan
$440K -$752K -26,231 -63%
FWP
807
FAS Wealth Partners
Kansas
$440K +$1.66K +58 +0.4%
CNBTD
808
Citizens National Bank Trust Department
Mississippi
$440K – – –
TFS
809
Thoroughbred Financial Services
Tennessee
$439K +$435K +15,161 New
WPP
810
Whalerock Point Partners
Rhode Island
$439K – – –
NAS
811
Nicolet Advisory Services
Wisconsin
$438K +$40.5K +1,411 +10%
WDC
812
Woodward Diversified Capital
California
$438K – – –
MLL
813
Moody Lynn & Lieberson
Massachusetts
$437K – – –
ACM
814
Adalta Capital Management
New York
$436K – – –
FWM
815
Finer Wealth Management
Massachusetts
$435K -$13.3K -464 -3%
ISL
816
Ingalls & Snyder LLC
New York
$434K – – –
CRI
817
Colonial River Investments
Virginia
$431K -$10.6K -370 -2%
AWM
818
Axxcess Wealth Management
California
$431K +$160K +5,571 +60%
GAM
819
Gould Asset Management
California
$429K +$86 +3 +0%
ACG
820
Allen Capital Group
Nebraska
$428K +$7.4K +258 +2%
FAIM
821
Financial Advocates Investment Management
Washington
$427K -$184K -6,426 -30%
OWA
822
ORBA Wealth Advisors
Illinois
$427K – – –
CFG
823
Citizens Financial Group
Rhode Island
$424K +$420K +14,642 New
FAM
824
Formidable Asset Management
Ohio
$424K +$88.2K +3,075 +27%
WWP
825
WR Wealth Planners
Missouri
$423K -$80.3K -2,800 -16%
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33
34 35