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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
701
AlTi Global
New York
$888K +$831K +23,465 New
WPC
702
Wedmont Private Capital
Pennsylvania
$888K +$1.98K +56 +0.2%
EWM
703
Evermay Wealth Management
Virginia
$887K -$41.4K -1,169 -5%
BCA
704
Bitterroot Capital Advisors
Montana
$886K +$12.3K +347 +2%
GF
705
Goodman Financial
Texas
$883K – – –
PAG
706
Powers Advisory Group
Illinois
$883K +$9.17K +259 +1%
RW
707
Rede Wealth
Virginia
$883K +$2.62K +74 +0.3%
BL
708
Balentine LLC
Georgia
$880K – – –
IIM
709
Ipswich Investment Management
Massachusetts
$875K – – –
HWM
710
Heirloom Wealth Management
Colorado
$875K +$240K +6,793 +42%
ME
711
McIlrath & Eck
Washington
$873K +$59.8K +1,689 +8%
WPIC
712
White Pine Investment Company
Michigan
$873K – – –
MWM
713
Modern Wealth Management
Kansas
$870K -$2.44K -69 -0.3%
NG
714
Novem Group
New York
$870K -$21.7K -612 -3%
PCIA
715
Prime Capital Investment Advisors
Kansas
$868K +$41.2K +1,164 +5%
BWA
716
Beam Wealth Advisors
Louisiana
$865K -$73.6K -2,080 -8%
MWM
717
Modera Wealth Management
New Jersey
$864K +$192K +5,418 +31%
CIA
718
Cascade Investment Advisors
Oregon
$864K – – –
SCM
719
Steele Capital Management
Iowa
$864K – – –
MWP
720
Meriwether Wealth & Planning
Louisiana
$861K +$5.06K +143 +0.6%
MIM
721
Merrion Investment Management
New Jersey
$859K – – –
SCA
722
Stokes Capital Advisors
South Carolina
$858K – – –
PSCM
723
Per Stirling Capital Management
Texas
$857K +$566 +16 +0.1%
KWA
724
Kingswood Wealth Advisors
California
$855K -$36.5K -1,032 -4%
OWA
725
ORBA Wealth Advisors
Illinois
$854K – – –
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