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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
976
AFT Forsyth & Company
Florida
$348K +$5.76K +185 +2%
CWM
977
Chemistry Wealth Management
New York
$346K +$30K +963 +9%
LNWWM
978
Laird Norton Wetherby Wealth Management
California
$343K +$345K +11,069 New
SFC
979
SYM Financial Corp
Indiana
$343K +$344K +11,054 New
WPW
980
Waldron Private Wealth
Pennsylvania
$343K -$4.99K -160 -1%
SWM
981
Silverlake Wealth Management
Vermont
$342K +$15.5K +499 +5%
CA
982
Claris Advisors
Missouri
$341K – – –
SAM
983
Shikiar Asset Management
New York
$341K -$46.7K -1,500 -12%
MA
984
MCF Advisors
Kentucky
$340K +$20.6K +661 +6%
CFO
985
CVA Family Office
Colorado
$338K +$156 +5 +0%
RMAM
986
Raab & Moskowitz Asset Management
New Jersey
$337K +$339K +10,870 New
AHL
987
Abel Hall LLC
Louisiana
$334K -$280 -9 -0.1%
FAIM
988
Financial Advocates Investment Management
Washington
$334K -$88.5K -2,840 -21%
HP
989
Holistic Planning
Texas
$333K +$5.86K +188 +2%
NW
990
Naviter Wealth
Arkansas
$333K +$83.1K +2,666 +33%
PFGIA
991
Patriot Financial Group Insurance Agency
Massachusetts
$333K -$997 -32 -0.3%
CWA
992
Consilium Wealth Advisory
Texas
$333K – – –
FA
993
Fermata Advisors
California
$333K +$32.8K +1,052 +11%
WE
994
Wealth Effects
Massachusetts
$332K – – –
PGAM
995
Princeton Global Asset Management
New Jersey
$331K +$55.9K +1,794 +20%
WGAM
996
Wilkinson Global Asset Management
New York
$330K -$574K -18,435 -63%
CI
997
Conning Inc
Connecticut
$330K – – –
SA
998
Strategic Advisors
New York
$329K +$19.7K +632 +6%
CPA
999
Cardiff Park Advisors
California
$328K – – –
BSA
1000
Bull Street Advisors
Georgia
$327K – – –
38 39
40
41 42