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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
551
Avantax Advisory Services
Texas
$630K +$688K +25,692 New
NEPWA
552
New England Private Wealth Advisors
Massachusetts
$619K +$56.3K +2,104 +9%
FA
553
FDx Advisors
Illinois
$618K -$1.8M -67,372 -73%
SGAM
554
Steinberg Global Asset Management
Florida
$618K – – –
CCM
555
Campbell Capital Management
Florida
$618K +$673K +25,150 New
LWM
556
Lyell Wealth Management
California
$617K -$27.6K -1,030 -4%
WAM
557
Wakefield Asset Management
Colorado
$616K +$627K +23,442 +1,456%
BWCS
558
Beirne Wealth Consulting Services
Connecticut
$616K +$670K +25,040 New
NL
559
NWAM LLC
Washington
$614K +$49.1K +1,834 +8%
FMW
560
Farr Miller & Washington
District of Columbia
$610K – – –
HW
561
Hancock Whitney
Mississippi
$609K -$53K -1,980 -7%
KCM
562
Kornitzer Capital Management
Kansas
$604K +$16.1K +600 +3%
EFS
563
Essex Financial Services
Connecticut
$597K +$8.54K +319 +1%
AIC
564
Archer Investment Corporation
Indiana
$597K +$650K +24,273 New
WSFS
565
Wilmington Savings Fund Society
Delaware
$596K +$367K +13,726 +131%
MA
566
Montag & Associates
Georgia
$591K +$71.3K +2,665 +12%
SC
567
SouthState Corp
Florida
$588K -$24.8K -925 -4%
AWMF
568
Arbor Wealth Management (Florida)
Florida
$587K -$35.6K -1,331 -5%
SF
569
Synovus Financial
Georgia
$587K -$6.67K -249 -1%
CAM
570
Cresset Asset Management
Illinois
$585K +$636K +23,774 New
LWAC
571
Laurel Wealth Advisors (California)
California
$583K -$177K -6,594 -22%
DSC
572
Duncker Streett & Co
Missouri
$582K -$187K -6,968 -23%
ACI
573
Alpha Cubed Investments
California
$580K -$111K -4,148 -15%
CIA
574
Cascade Investment Advisors
Oregon
$579K – – –
DLCIG
575
D.L. Carlson Investment Group
New Hampshire
$579K – – –
21 22
23
24 25