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Enbridge
ENB

Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
801
Financial & Tax Architects
Missouri
$603K -$44.4K -810 -7%
SC
802
Sapient Capital
Indiana
$602K – – –
CWS
803
Confluence Wealth Services
Pennsylvania
$601K +$175K +3,184 +40%
HWAM
804
Hennion & Walsh Asset Management
New Jersey
$598K +$110 +2 +0%
PP
805
Patten & Patten
Tennessee
$598K – – –
NB
806
NBH Bank
Colorado
$597K +$603K +11,004 New
SB
807
Strategic Blueprint
Georgia
$595K +$127K +2,323 +27%
CSB
808
City State Bank
Iowa
$589K – – –
CWM
809
Cordatus Wealth Management
Pennsylvania
$588K +$595K +10,852 New
RWM
810
Rockwood Wealth Management
Pennsylvania
$587K -$4.94K -90 -0.8%
AWA
811
Aaron Wealth Advisors
Illinois
$583K -$23.1K -421 -4%
WF
812
Welch & Forbes
Massachusetts
$580K -$1.97K -36 -0.3%
LW
813
Linscomb Wealth
Texas
$580K -$677K -12,349 -54%
AIM
814
Advyzon Investment Management
Illinois
$577K +$83K +1,514 +17%
S
815
Sunpointe
Missouri
$577K – – –
BNA
816
BankChampaign National Association
Illinois
$576K -$14.5K -264 -2%
RPGK
817
Retirement Planning Group (Kansas)
Kansas
$575K +$288K +5,243 +98%
EA
818
Ellsworth Advisors
Ohio
$575K – – –
GAM
819
Gould Asset Management
California
$573K – – –
MWM
820
Mission Wealth Management
California
$572K +$84.2K +1,535 +17%
AFP
821
Ausdal Financial Partners
Iowa
$571K +$26.3K +479 +5%
PWM
822
Perigon Wealth Management
California
$570K +$14.9K +271 +3%
KSB
823
Kennebec Savings Bank
Maine
$569K -$40K -730 -7%
SEP
824
Southland Equity Partners
Missouri
$569K -$132K -2,403 -19%
AWE
825
Avidian Wealth Enterprises
Texas
$568K +$56.7K +1,034 +11%
31 32
33
34 35