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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
MQWP
401
Morey & Quinn Wealth Partners
Nebraska
$2.29M +$70.8K +2,125 +3%
SAM
402
Smithbridge Asset Management
Pennsylvania
$2.28M +$2.23M +66,851 New
CAC
403
Certified Advisory Corp
Florida
$2.27M +$606K +18,198 +38%
GS
404
GWN Securities
Florida
$2.24M +$1.81M +54,272 +346%
OWP
405
Obermeyer Wealth Partners
Colorado
$2.24M +$504K +15,119 +30%
CST
406
Charles Schwab Trust
Nevada
$2.24M – – –
OWP
407
ORG Wealth Partners
Texas
$2.24M +$390K +11,702 +22%
UAG
408
United Advisor Group
Ohio
$2.21M +$33.4K +1,003 +2%
ACL
409
Applied Capital LLC
Florida
$2.2M +$53.8K +1,616 +3%
LC
410
Lindbrook Capital
California
$2.2M -$568K -17,064 -21%
VWA
411
Visionary Wealth Advisors
Illinois
$2.2M +$300 +9 +0%
MS
412
Madden Securities
Texas
$2.2M -$9.99K -300 -0.5%
BCM
413
Basso Capital Management
Connecticut
$2.19M -$167 -5 -0%
IF
414
Intrua Financial
Texas
$2.19M +$9.03K +271 +0.4%
OCM
415
Orleans Capital Management
Louisiana
$2.18M – – –
ORG
416
Optimist Retirement Group
Washington
$2.17M -$113K -3,382 -5%
AWE
417
Avidian Wealth Enterprises
Texas
$2.17M +$58.5K +1,756 +3%
GP
418
Greenline Partners
New York
$2.16M +$198K +5,943 +10%
SIC
419
Samalin Investment Counsel
New York
$2.15M +$24.5K +737 +1%
SCM
420
SCS Capital Management
Massachusetts
$2.14M +$2.09M +62,640 New
PCM
421
Palisade Capital Management
New Jersey
$2.12M – – –
IWM
422
IHT Wealth Management
Illinois
$2.11M +$48.4K +1,452 +2%
SBIA
423
Sheaff Brock Investment Advisors
Indiana
$2.11M +$40K +1,201 +2%
WA
424
Whipplewood Advisors
Colorado
$2.09M -$2.04M -61,111 -100%
CSA
425
Cornerstone Select Advisors
Missouri
$2.09M +$243K +7,297 +14%
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