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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
451
Ausdal Financial Partners
Iowa
$1.15M +$47.3K +1,810 +4%
LWMG
452
Levy Wealth Management Group
Pennsylvania
$1.15M +$1.52K +58 +0.1%
PCM
453
Pointe Capital Management
Michigan
$1.14M +$549 +21 +0%
MWA
454
Meridian Wealth Advisors
Texas
$1.14M – – –
MMPW
455
Mitchell McLeod Pugh & Williams
Alabama
$1.13M -$3.82K -146 -0.3%
RDWM
456
Red Door Wealth Management
Tennessee
$1.13M +$20.5K +783 +2%
NAM
457
NTV Asset Management
West Virginia
$1.11M – – –
HH
458
Hilltop Holdings
Texas
$1.11M +$15.1K +577 +1%
SFP
459
Sweet Financial Partners
Minnesota
$1.1M +$288 +11 +0%
ADL
460
Asset Dedication LLC
California
$1.1M -$28K -1,070 -3%
CIC
461
Carnegie Investment Counsel
Ohio
$1.1M -$167K -6,389 -13%
SWM
462
Spire Wealth Management
Virginia
$1.09M -$63.5K -2,431 -6%
DDC
463
DF Dent & Co
Maryland
$1.09M -$5.23K -200 -0.5%
GIM
464
Grassi Investment Management
California
$1.09M -$261K -10,000 -20%
LAM
465
Lakewood Asset Management
Illinois
$1.08M +$11.3K +432 +1%
OCPWS
466
One Charles Private Wealth Services
Massachusetts
$1.08M +$451K +17,238 +73%
CIAS
467
Capital Investment Advisory Services
North Carolina
$1.08M +$230K +8,801 +27%
TA
468
Tiedemann Advisors
New York
$1.05M +$220K +8,406 +27%
GP
469
Geneva Partners
Wisconsin
$1.05M – – –
WC
470
Winmill & Co
New Hampshire
$1.05M – – –
GRP
471
Global Retirement Partners
California
$1.05M +$7.03K +269 +0.7%
ML
472
McAdam LLC
Pennsylvania
$1.05M +$14.6K +557 +1%
RCM
473
Requisite Capital Management
Texas
$1.05M +$1.04M +39,717 New
FIA
474
Foundations Investment Advisors
Arizona
$1.04M +$328K +12,559 +47%
BWL
475
Bogart Wealth LLC
Virginia
$1.03M -$25.1K -961 -2%
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