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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
851
Summa Corp
Texas
$497K – – –
SL
852
Summitry LLC
California
$497K +$202K +6,380 +70%
PFO
853
PMG Family Office
Texas
$496K – – –
CAG
854
Crestwood Advisors Group
Massachusetts
$493K -$32 -1 -0%
DLA
855
Douglas Lane & Associates
New York
$493K – – –
SIA
856
Schear Investment Advisers
Ohio
$491K +$49.3K +1,560 +11%
PWM
857
Palumbo Wealth Management
New York
$491K – – –
CWM
858
Capstone Wealth Management
Montana
$489K +$484K +15,300 New
PC
859
Port Capital
Illinois
$489K – – –
WPC
860
White Pine Capital
Minnesota
$488K – – –
FG
861
Fairman Group
Pennsylvania
$486K – – –
LWPC
862
Legacy Wealth Partners (Colorado)
Colorado
$484K +$477K +15,096 New
PPG
863
Peak Planning Group
Colorado
$482K +$5.09K +161 +1%
PCMC
864
Paragon Capital Management (Colorado)
Colorado
$481K – – –
WDC
865
Woodward Diversified Capital
California
$478K – – –
HNWA
866
Henrickson Nauta Wealth Advisors
Michigan
$477K +$238K +7,513 +100%
MMA
867
Miracle Mile Advisors
California
$476K -$10.3K -325 -2%
EWM
868
Empirical Wealth Management
Washington
$476K +$9.3K +294 +2%
BOS
869
Bank of Stockton
California
$475K +$32.5K +1,028 +7%
ACM
870
Advisors Capital Management
New Jersey
$474K +$35.5K +1,123 +8%
AAS
871
Annex Advisory Services
Wisconsin
$473K +$466K +14,751 New
ISL
872
Ingalls & Snyder LLC
New York
$472K – – –
ACM
873
Adalta Capital Management
New York
$470K – – –
MCM
874
MV Capital Management
Maryland
$470K +$1.07K +34 +0.2%
HR
875
Howe & Rusling
New York
$470K -$18.1K -571 -4%
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35
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