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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1051
Holistic Planning
Texas
$236K – – –
NIC
1052
Northwest Investment Counselors
Oregon
$235K – – –
PA
1053
Prossimo Advisors
California
$235K +$233K +8,123 New
GT
1054
Glenview Trust
Kentucky
$235K – – –
WTB
1055
Washington Trust Bank
Washington
$233K – – –
GI
1056
GS Investments
Minnesota
$232K – – –
ZIMP
1057
Zimmermann Investment Management & Planning
Pennsylvania
$232K +$717 +25 +0.3%
BDWCC
1058
B&D White Capital Company
Texas
$231K – – –
PIA
1059
Powell Investment Advisors
Florida
$231K +$3.98K +139 +2%
BG
1060
Bahl & Gaynor
Ohio
$231K +$14.3K +500 +7%
JSW
1061
Journey Strategic Wealth
New Jersey
$230K +$28.7K +1,000 +14%
WG
1062
Watchman Group
Texas
$230K – – –
EWA
1063
Encompass Wealth Advisors
Oregon
$227K – – –
HH
1064
HWG Holdings
Texas
$227K +$224K +7,819 New
SAI
1065
Savvy Advisors Inc
New York
$227K +$224K +7,816 New
SFS
1066
Stiles Financial Services
Minnesota
$226K +$2.32K +81 +1%
MW
1067
Maia Wealth
Colorado
$226K +$219K +7,635 New
SMA
1068
Sage Mountain Advisors
Georgia
$226K -$551K -19,220 -71%
AHC
1069
Anderson Hoagland & Co
Missouri
$225K – – –
IP
1070
Intellectus Partners
California
$225K – – –
CCA
1071
Cadent Capital Advisors
Oklahoma
$224K +$2.18K +76 +1%
PSP
1072
Pacific Sage Partners
Washington
$224K – – –
ITIM
1073
Indiana Trust & Investment Management
Indiana
$223K +$112K +3,915 +104%
TLA
1074
Tanglewood Legacy Advisors
Texas
$222K – – –
BCG
1075
Breakwater Capital Group
New Jersey
$222K – – –
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