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Enterprise Products Partners

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
951
Badgley Phelps Wealth Managers
Washington
$366K – – –
FC
952
Fulcrum Capital
Washington
$366K – – –
DAS
953
Diversify Advisory Services
Utah
$365K -$15.4K -489 -4%
CW
954
Channel Wealth
California
$365K – – –
CFG
955
Chapman Financial Group
Hawaii
$362K – – –
SFG
956
Sather Financial Group
Texas
$360K – – –
SWM
957
Silverlake Wealth Management
Vermont
$358K +$13.7K +433 +4%
PM
958
Penbrook Management
New York
$357K – – –
FCH
959
Freestone Capital Holdings
Washington
$357K +$60.9K +1,931 +20%
AFC
960
AFT Forsyth & Company
Florida
$357K +$6.03K +191 +2%
SFC
961
SYM Financial Corp
Indiana
$356K +$10.1K +321 +3%
PWP
962
Principle Wealth Partners
Connecticut
$354K +$25.7K +815 +8%
CT
963
Clearstead Trust
Maine
$353K -$40.9K -1,296 -10%
PL
964
Plancorp LLC
Missouri
$352K +$1.2K +38 +0.3%
AA
965
Auxano Advisors
Washington
$352K – – –
LNWWM
966
Laird Norton Wetherby Wealth Management
California
$346K – – –
WPW
967
Waldron Private Wealth
Pennsylvania
$346K – – –
CC
968
Corsicana & Co
Texas
$344K +$347K +11,000 New
PWP
969
Phillips Wealth Planners
Mississippi
$343K -$7.13K -226 -2%
MA
970
MCF Advisors
Kentucky
$343K – – –
Lazard Asset Management
971
Lazard Asset Management
New York
$343K +$59.8K +1,895 +21%
CBA
972
Coastal Bridge Advisors
Connecticut
$343K +$23.3K +739 +7%
AHL
973
Abel Hall LLC
Louisiana
$342K +$5.77K +183 +2%
AWM
974
Avior Wealth Management
Nebraska
$342K -$126K -4,000 -27%
CA
975
Claris Advisors
Missouri
$341K – – –