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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Congress Wealth Management
Massachusetts
$1.04M +$8.23K +287 +0.8%
CFP
527
Cascade Financial Partners
California
$1.04M – – –
HPC
528
HM Payson & Co
Maine
$1.03M – – –
MGIA
529
Matthew Goff Investment Advisor
Texas
$1.02M +$800K +27,911 +380%
PAS
530
Park Avenue Securities
New York
$1.02M +$74K +2,582 +8%
WB
531
WesBanco Bank
West Virginia
$1.02M +$1K +35 +0.1%
AWM
532
AE Wealth Management
Kansas
$1.01M +$405K +14,122 +68%
BHPW
533
Beverly Hills Private Wealth
California
$1.01M -$41.6K -1,452 -4%
PPWM
534
Perissos Private Wealth Management
Oklahoma
$1.01M -$35.4K -1,234 -3%
NAM
535
NTV Asset Management
West Virginia
$1,000K – – –
CC
536
Chicago Capital
Illinois
$986K – – –
NFA
537
Northern Financial Advisors
Michigan
$983K – – –
SW
538
SteelPeak Wealth
California
$982K -$2.15K -75 -0.2%
AMIM
539
Aull & Monroe Investment Management
Alabama
$980K – – –
GGS
540
Galvin Gaustad & Stein
Arizona
$980K +$115K +4,000 +13%
TCA
541
Transcend Capital Advisors
New Jersey
$979K +$202K +7,028 +26%
MFG
542
Merit Financial Group
Georgia
$978K +$68.8K +2,400 +8%
QCG
543
Quadrant Capital Group
Ohio
$966K – – –
RWP
544
RWA Wealth Partners
Massachusetts
$965K – – –
KWM
545
Kingsview Wealth Management
Oregon
$961K +$7.14K +249 +0.8%
NP
546
NorthRock Partners
Minnesota
$961K +$4.59K +160 +0.5%
HFM
547
Hartford Financial Management
Connecticut
$946K -$2.87K -100 -0.3%
WWA
548
WCG Wealth Advisors
Nevada
$943K +$136K +4,751 +17%
ABC
549
Associated Banc-Corp
Wisconsin
$940K +$2.87K +100 +0.3%
VNA
550
Valley National Advisers
Pennsylvania
$940K +$688 +24 +0.1%
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