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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
801
Stokes Family Office
Louisiana
$454K -$16K -549 -3%
LEFP
802
Leading Edge Financial Planning
Tennessee
$452K +$4.29K +147 +1%
HR
803
Howe & Rusling
New York
$452K +$613 +21 +0.1%
SC
804
Summa Corp
Texas
$451K – – –
OIM
805
Oder Investment Management
California
$446K +$30.1K +1,031 +7%
SI
806
Saxon Interests
Texas
$446K -$13.3K -454 -3%
PWM
807
Palumbo Wealth Management
New York
$446K – – –
SAM
808
Summit Asset Management
Tennessee
$445K +$82.1K +2,812 +23%
ABTD
809
Arvest Bank Trust Division
Oklahoma
$445K +$446K +15,282 New
PC
810
Port Capital
Illinois
$444K – – –
FWP
811
FAS Wealth Partners
Kansas
$444K +$1.78K +61 +0.4%
DP
812
Dearborn Partners
Illinois
$444K – – –
TFS
813
Thoroughbred Financial Services
Tennessee
$441K – – –
WDC
814
Woodward Diversified Capital
California
$440K – – –
WAAG
815
Wealth Alliance Advisory Group
Kansas
$439K +$30.1K +1,030 +7%
ACG
816
Allen Capital Group
Nebraska
$438K +$7.83K +268 +2%
NAS
817
Nicolet Advisory Services
Wisconsin
$437K -$7.89K -270 -2%
WT
818
Whittier Trust
California
$437K -$15.1K -517 -3%
PL
819
Plancorp LLC
Missouri
$436K +$437K +14,970 New
MLL
820
Moody Lynn & Lieberson
Massachusetts
$435K -$3.5K -120 -0.8%
ACM
821
Adalta Capital Management
New York
$434K -$3.65K -125 -0.8%
CIC
822
Carnegie Investment Counsel
Ohio
$433K -$36.2K -1,238 -8%
FAIM
823
Financial Advocates Investment Management
Washington
$432K +$2.95K +101 +0.7%
LNWWM
824
Laird Norton Wetherby Wealth Management
California
$431K +$29.2K +1,000 +7%
GAM
825
Gould Asset Management
California
$431K +$117 +4 +0%
31 32
33
34 35