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Enbridge
ENB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
751
Leo Wealth LLC
Texas
$689K +$104K +2,049 +19%
SWM
752
Segment Wealth Management
Texas
$687K +$306 +6 +0%
SFS
753
Sowell Financial Services
Arkansas
$684K +$26.8K +526 +4%
GM
754
GeoWealth Management
Illinois
$678K +$8.2K +161 +1%
GT
755
Greenleaf Trust
Michigan
$678K +$55.1K +1,081 +9%
IAN
756
Integrated Advisors Network
Texas
$673K -$1.98M -38,830 -76%
SC
757
Syon Capital
California
$669K -$159K -3,115 -20%
MWM
758
Modera Wealth Management
New Jersey
$667K -$72.8K -1,430 -10%
FLPIM
759
F.L. Putnam Investment Management
Massachusetts
$667K -$42.8K -840 -6%
QI
760
Qtron Investments
Massachusetts
$662K – – –
WB
761
WesBanco Bank
West Virginia
$662K – – –
MCP
762
Mirador Capital Partners
California
$656K +$6.11K +120 +1%
GAA
763
Guardian Asset Advisors
Pennsylvania
$655K -$2.04K -40 -0.3%
WPC
764
White Pine Capital
Minnesota
$654K – – –
KWA
765
Kellett Wealth Advisors
Ohio
$652K -$102K -2,000 -14%
QWM
766
Quadcap Wealth Management
Texas
$652K -$413K -8,105 -40%
CFO
767
Cambient Family Office
Michigan
$651K – – –
CL
768
CVFG LLC
Indiana
$650K +$612K +12,005 New
PFA
769
Peak Financial Advisors
Colorado
$649K – – –
TFA
770
Tranquilli Financial Advisor
New Jersey
$646K +$15.2K +298 +3%
FTA
771
Financial & Tax Architects
Missouri
$646K -$239K -4,697 -28%
HWMO
772
Heritage Wealth Management (Ohio)
Ohio
$644K -$19.2K -377 -3%
ACIM
773
Azimuth Capital Investment Management
Michigan
$643K -$28K -550 -4%
RWB
774
RMR Wealth Builders
New Jersey
$640K – – –
CW
775
CreativeOne Wealth
Kansas
$639K +$116K +2,276 +24%
29 30
31
32 33