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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
726
HFG Advisors
Ohio
$488K – – –
HCM
727
Hodges Capital Management
Texas
$488K -$4K -150 -0.8%
PJSIMP
728
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K – – –
TTWM
729
TCV Trust & Wealth Management
Virginia
$486K -$61.3K -2,300 -11%
FG
730
Fiduciary Group
Georgia
$486K +$25.1K +944 +5%
CA
731
Clearstead Advisors
Ohio
$484K +$64K +2,402 +15%
WAM
732
Weinberger Asset Management
California
$481K – – –
BWP
733
BSW Wealth Partners
Colorado
$481K +$2.8K +105 +0.6%
NB
734
NBT Bank
New York
$479K +$485K +18,190 New
FMWA
735
Forvis Mazars Wealth Advisors
Missouri
$477K +$55.4K +2,079 +13%
GC
736
Guggenheim Capital
Illinois
$477K +$16.4K +614 +4%
AWM
737
Angeles Wealth Management
California
$474K +$180K +6,748 +60%
AMG
738
Advisors Management Group
Wisconsin
$473K – – –
TAM
739
Townsend Asset Management
North Carolina
$471K +$58.1K +2,181 +14%
CAG
740
Crestwood Advisors Group
Massachusetts
$466K – – –
CA
741
Callahan Advisors
Texas
$465K -$94.2K -3,534 -17%
CH
742
Canton Hathaway
Rhode Island
$464K – – –
MW
743
Marcum Wealth
Ohio
$463K +$8.74K +328 +2%
BCM
744
Bluefin Capital Management
New York
$461K -$74.6K -2,800 -14%
EWM
745
Evermay Wealth Management
Virginia
$461K – – –
WWP
746
WR Wealth Planners
Missouri
$458K -$26.6K -1,000 -5%
GLA
747
Good Life Advisors
Pennsylvania
$458K -$37.2K -1,397 -7%
RFA
748
Register Financial Advisors
Georgia
$456K +$10.6K +397 +2%
AC
749
Addison Capital
Pennsylvania
$455K +$27 +1 +0%
SCM
750
Steele Capital Management
Iowa
$454K +$459K +17,242 New
28 29
30
31 32