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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
901
Howe & Rusling
New York
$517K -$21.9K -581 -4%
KMWM
902
Keudell/Morrison Wealth Management
Oregon
$517K +$13.1K +347 +3%
SFP
903
Shepherd Financial Partners
Massachusetts
$516K -$2.53K -67 -0.5%
HP
904
Highlander Partners
Texas
$515K – – –
VPW
905
Vaquero Private Wealth
Texas
$514K +$527K +13,975 New
HP
906
Holistic Planning
Texas
$513K – – –
EWM
907
Empirical Wealth Management
Washington
$511K -$147K -3,886 -22%
CCMG
908
Clark Capital Management Group
Pennsylvania
$511K -$17.8K -473 -3%
EWA
909
EverSource Wealth Advisors
Alabama
$510K -$7.4K -196 -1%
SWM
910
Sentinel Wealth Management
Virginia
$510K – – –
CD
911
Chapin Davis
Maryland
$510K -$18.1K -480 -3%
MB
912
MidFirst Bank
Oklahoma
$509K – – –
CBA
913
Coastal Bridge Advisors
Connecticut
$506K +$131K +3,471 +34%
AFA
914
AA Financial Advisors
Ohio
$505K +$16K +425 +3%
CMI
915
Clare Market Investments
Texas
$504K +$1.58K +42 +0.3%
CCMW
916
Cypress Capital Management (Wyoming)
Wyoming
$504K +$604 +16 +0.1%
TFS
917
Thoroughbred Financial Services
Tennessee
$502K +$4.34K +115 +0.8%
RIA
918
Rhodes Investment Advisors
Texas
$499K -$24.3K -645 -5%
WDG
919
Wealth Dimensions Group
Ohio
$498K +$717 +19 +0.1%
TF
920
Trek Financial
Arizona
$498K +$103K +2,732 +25%
KWS
921
Keystone Wealth Services
California
$497K +$5.21K +138 +1%
AMG
922
Advisors Management Group
Wisconsin
$497K -$20.6K -547 -4%
1IA
923
1620 Investment Advisors
Massachusetts
$496K -$1.7K -45 -0.3%
CPWL
924
Coquina Private Wealth LLC
Florida
$496K +$3.81K +101 +0.8%
DLA
925
Douglas Lane & Associates
New York
$494K -$22.6K -600 -4%
35 36
37
38 39