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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
801
Van Cleef Asset Management
Ohio
$525K – – –
PGH
802
Partners Group Holding
Switzerland
$522K -$81.4K -2,649 -14%
DAM
803
Delta Asset Management
Tennessee
$521K – – –
CA
804
Crumly & Associates
Illinois
$517K +$18.2K +592 +4%
TI
805
Tidal Investments
Wisconsin
$513K +$20.9K +680 +4%
EAM
806
Empirical Asset Management
Massachusetts
$512K -$5.25K -171 -1%
HWM
807
Heirloom Wealth Management
Colorado
$512K – – –
FAG
808
Fortitude Advisory Group
Washington
$509K +$2.18K +71 +0.4%
NFSG
809
Newbridge Financial Services Group
Florida
$508K +$498K +16,207 New
WPP
810
Whalerock Point Partners
Rhode Island
$506K – – –
WWM
811
Western Wealth Management
Colorado
$505K +$9.77K +318 +2%
CP
812
Creekside Partners
California
$501K – – –
SAM
813
SignalPoint Asset Management
Missouri
$499K +$8.97K +292 +2%
VR
814
Valued Retirements
Texas
$498K – – –
WCM
815
Winebrenner Capital Management
Kentucky
$498K +$488K +15,879 New
MLL
816
Moody Lynn & Lieberson
Massachusetts
$498K +$28.4K +925 +6%
LEFP
817
Leading Edge Financial Planning
Tennessee
$495K +$7.46K +243 +2%
NW
818
NewEdge Wealth
Pennsylvania
$494K +$98.3K +3,200 +25%
SCTC
819
Sanibel Captiva Trust Company
Florida
$494K – – –
WEG
820
World Equity Group
Illinois
$494K +$484K +15,742 New
TFS
821
Thoroughbred Financial Services
Tennessee
$492K +$16.6K +540 +4%
BC
822
Burney Company
Virginia
$490K +$97.9K +3,186 +26%
CAG
823
Crestwood Advisors Group
Massachusetts
$489K – – –
HR
824
Howe & Rusling
New York
$487K – – –
SC
825
Summa Corp
Texas
$486K – – –
31 32
33
34 35