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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1401
Elevation Wealth Partners
California
$130K +$1.89K +50 +1%
FDW
1402
Fourth Dimension Wealth
Ohio
$130K +$46.8K +1,240 +54%
TCOV
1403
Trust Company of Vermont
Vermont
$129K +$132K +3,507 New
APW
1404
Atlantic Private Wealth
North Carolina
$129K – – –
MS
1405
Monetary Solutions
Ohio
$124K – – –
PG
1406
Proffitt & Goodson
Tennessee
$122K – – –
OA
1407
Operose Advisors
Wisconsin
$121K – – –
SNB
1408
Security National Bank
Nebraska
$119K +$88.7K +2,351 +269%
TCM
1409
Timbuktu Capital Management
Massachusetts
$118K +$121K +3,214 New
CHC
1410
City Holding Co
West Virginia
$115K – – –
IBOK
1411
Independence Bank of Kentucky
Kentucky
$115K -$100K -2,650 -46%
GCM
1412
Gables Capital Management
Florida
$110K – – –
CAIM
1413
Catherine Avery Investment Management
Florida
$110K +$113K +3,000 New
PSB
1414
Piscataqua Savings Bank
New Hampshire
$110K – – –
WWM
1415
Wolff Wiese Magana
California
$110K +$38 +1 +0%
CF
1416
Centaurus Financial
California
$110K -$7.55K -200 -6%
BHWM
1417
Beaird Harris Wealth Management
Texas
$110K +$72.6K +1,924 +182%
MFT
1418
Moisand Fitzgerald Tamayo
Florida
$110K – – –
WTA
1419
Washington Trust Advisors
Massachusetts
$107K – – –
BAM
1420
Byrne Asset Management
New Jersey
$103K – – –
KA
1421
Kozak & Associates
Colorado
$102K +$943 +25 +0.9%
ACA
1422
American Capital Advisory
Idaho
$101K – – –
UOTTAIMCU
1423
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$99.3K +$102K +2,701 New
OSNBOA
1424
Old Second National Bank of Aurora
Illinois
$97K – – –
AF
1425
Alerus Financial
North Dakota
$95.6K – – –
55 56
57
58 59