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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
926
Jeppson Wealth Management
California
$489K -$4.11K -109 -0.8%
CT
927
Caldwell Trust
Florida
$489K +$217K +5,740 +76%
RWC
928
Rare Wolf Capital
Washington
$488K -$139K -3,672 -22%
AWM
929
Avior Wealth Management
Nebraska
$486K – – –
CFSG
930
Clark Financial Services Group
Missouri
$484K +$78.6K +2,083 +19%
CIC
931
Chase Investment Counsel
Virginia
$483K +$227K +6,020 +84%
B
932
Bayban
Minnesota
$482K – – –
NB
933
NBT Bank
New York
$482K – – –
WDC
934
Woodward Diversified Capital
California
$482K – – –
AIFAIM
935
American Institute for Advanced Investment Management
Arizona
$480K -$9.43K -250 -2%
SAM
936
Summit Asset Management
Tennessee
$480K -$52.3K -1,387 -10%
FMWA
937
Forvis Mazars Wealth Advisors
Missouri
$478K -$319K -8,443 -39%
WT
938
Whittier Trust
California
$476K – – –
AA
939
Auxano Advisors
Washington
$476K – – –
HWA
940
HHM Wealth Advisors
Tennessee
$476K – – –
KWM
941
Kiker Wealth Management
Georgia
$473K +$30.2K +800 +7%
PCA
942
Purkiss Capital Advisors
Connecticut
$472K +$98.1K +2,601 +25%
RIG
943
RiverFront Investment Group
Virginia
$472K +$484K +12,833 New
PK
944
Pflug Koory
Nebraska
$470K – – –
AAG
945
Armstrong Advisory Group
Massachusetts
$469K +$2.98K +79 +0.6%
RHP
946
Royal Harbor Partners
Texas
$466K – – –
PMSA
947
Patrick M. Sweeney & Associates
Illinois
$465K +$11.6K +308 +2%
SWM
948
Silverlake Wealth Management
Vermont
$465K +$302 +8 +0.1%
FA
949
Fiduciary Alliance
South Carolina
$462K -$13.4K -354 -3%
CF
950
Convergence Financial
Missouri
$459K +$234K +6,200 +99%
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38
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