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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMG
451
Levy Wealth Management Group
Pennsylvania
$1.19M +$1.58K +59 +0.1%
MWA
452
Meridian Wealth Advisors
Texas
$1.19M +$5.96K +223 +0.5%
SWM
453
SeaCrest Wealth Management
New York
$1.18M -$213K -7,978 -16%
CW
454
CreativeOne Wealth
Kansas
$1.17M -$69.1K -2,585 -6%
OIA
455
Optimum Investment Advisors
Illinois
$1.16M -$59.2K -2,212 -5%
JPWM
456
Jamison Private Wealth Management
Georgia
$1.13M +$1.11M +41,398 New
LAM
457
Lakewood Asset Management
Illinois
$1.13M +$6.95K +260 +0.6%
DDC
458
DF Dent & Co
Maryland
$1.13M – – –
RDWM
459
Red Door Wealth Management
Tennessee
$1.13M -$41.9K -1,566 -4%
GIM
460
Grassi Investment Management
California
$1.13M – – –
PCM
461
Pointe Capital Management
Michigan
$1.13M -$60.9K -2,277 -5%
OP
462
ORG Partners
Indiana
$1.13M -$393K -14,680 -26%
CIC
463
Carnegie Investment Counsel
Ohio
$1.12M -$15.1K -565 -1%
SFP
464
Sweet Financial Partners
Minnesota
$1.11M -$30.3K -1,131 -3%
NCM
465
Narwhal Capital Management
Georgia
$1.11M +$214K +8,000 +25%
BWL
466
Bogart Wealth LLC
Virginia
$1.1M +$25.1K +940 +2%
TA
467
Tiedemann Advisors
New York
$1.1M – – –
AAS
468
Asset Allocation Strategies
Michigan
$1.1M +$75.6K +2,828 +8%
PL
469
Parkwood LLC
Ohio
$1.1M +$69.2K +2,588 +7%
SPC
470
Sigma Planning Corp
Michigan
$1.1M +$147K +5,505 +16%
GP
471
Geneva Partners
Wisconsin
$1.09M – – –
WC
472
Winmill & Co
New Hampshire
$1.09M – – –
ADL
473
Asset Dedication LLC
California
$1.09M -$40K -1,496 -4%
ML
474
McAdam LLC
Pennsylvania
$1.09M +$1.69K +63 +0.2%
GRP
475
Global Retirement Partners
California
$1.09M +$9.41K +352 +0.9%
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