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Enterprise Products Partners

Name Holding Trade Value Shares
Change
Change in
Stake
CDH
676
Charles D. Hyman
$534K -$14.2K -531 -3%
KWMG
677
King Wealth Management Group
Florida
$534K – – –
APP
678
Avantax Planning Partners
Iowa
$534K +$301K +11,250 +136%
ACL
679
Applied Capital LLC
Florida
$533K +$227K +8,500 +77%
GIA
680
Gladstone Institutional Advisory
Florida
$531K +$163K +6,084 +46%
MWM
681
Mission Wealth Management
California
$531K +$519K +19,406 New
BW
682
Bison Wealth
Georgia
$525K +$4.47K +167 +0.9%
SIS
683
Sound Income Strategies
Florida
$525K +$11.5K +430 +2%
MA
684
Modus Advisors
Minnesota
$524K – – –
OSAM
685
O'Shaughnessy Asset Management
Connecticut
$522K – – –
TWM
686
Tradition Wealth Management
Minnesota
$519K +$5.7K +213 +1%
CA
687
Continuum Advisory
Idaho
$516K +$138K +5,175 +38%
Lazard Asset Management
688
Lazard Asset Management
New York
$515K +$43K +1,606 +9%
GLA
689
Good Life Advisors
Pennsylvania
$514K -$31.1K -1,161 -6%
WCA
690
Westover Capital Advisors
Delaware
$513K – – –
HVP
691
Hudson Value Partners
Florida
$512K – – –
Bank of Montreal
692
Bank of Montreal
Ontario, Canada
$512K -$27.6K -1,031 -5%
DJSG
693
D.J. St. Germain
Massachusetts
$512K +$30.2K +1,130 +6%
HCM
694
Hodges Capital Management
Texas
$511K +$499K +18,667 New
Amundi
695
Amundi
France
$511K – – –
AFG
696
Albion Financial Group
Utah
$509K +$225K +8,395 +82%
HA
697
HFG Advisors
Ohio
$507K +$101K +3,770 +26%
SMG
698
Smart Money Group
Texas
$506K +$94.5K +3,533 +24%
KFGK
699
Keystone Financial Group (Kentucky)
Kentucky
$504K +$27.7K +1,036 +6%
WWP
700
WR Wealth Planners
Missouri
$504K – – –