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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
701
Silvia McColl Wealth Management
California
$748K +$13.3K +400 +2%
EP
702
EPIQ Partners
Minnesota
$746K – – –
HIMC
703
Heritage Investors Management Corp
Maryland
$746K – – –
DJSG
704
D.J. St. Germain
Massachusetts
$744K +$17.8K +535 +3%
TG
705
TCW Group
California
$743K – – –
KWMG
706
King Wealth Management Group
Florida
$742K +$67.5K +2,028 +10%
FMWA
707
Forvis Mazars Wealth Advisors
Missouri
$741K +$66.6K +2,000 +10%
AIC
708
Archer Investment Corporation
Indiana
$739K +$33 +1 +0%
CTA
709
Chesley Taft & Associates
Illinois
$736K +$64.7K +1,944 +10%
MIM
710
MTM Investment Management
South Carolina
$734K +$38.7K +1,162 +6%
ANBT
711
American National Bank & Trust
Texas
$734K – – –
PCS
712
Personal CFO Solutions
New Jersey
$734K +$5.33K +160 +0.7%
RFN
713
RDA Financial Network
Iowa
$734K +$3.33K +100 +0.5%
RCMF
714
RK Capital Management (Florida)
Florida
$731K +$713K +21,400 New
OFS
715
OneAscent Financial Services
Alabama
$724K +$353K +10,603 +100%
VFG
716
Victory Financial Group
Texas
$723K +$705K +21,177 New
AF
717
Apollon Financial
South Carolina
$723K – – –
CRIG
718
Charter Research & Investment Group
Connecticut
$722K – – –
HGA
719
Hobbs Group Advisors
South Carolina
$722K +$91.7K +2,753 +15%
WA
720
Wealthstar Advisors
Texas
$719K +$9.19K +276 +1%
SWA
721
SFMG Wealth Advisors
Texas
$719K +$10.3K +309 +1%
WKWM
722
Walter & Keenan Wealth Management
Indiana
$719K – – –
NL
723
NWAM LLC
Washington
$717K -$26.6K -800 -4%
MCCA
724
Mill Creek Capital Advisors
Pennsylvania
$715K -$386K -11,595 -36%
BMWM
725
Brown Miller Wealth Management
Virginia
$712K +$466 +14 +0.1%
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