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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
751
Next Financial Group
Texas
$323K +$17K +720 +6%
VVP
752
Venture Visionary Partners
Ohio
$321K +$68.1K +2,876 +28%
JIP
753
Jaffetilchin Investment Partners
Florida
$317K -$37.3K -1,574 -11%
BJL
754
Brighton Jones LLC
Washington
$316K +$25.4K +1,075 +9%
NCM
755
Next Capital Management
New York
$315K – – –
PTC
756
Private Trust Company
Ohio
$313K -$56.8K -2,400 -16%
PFM
757
Parsec Financial Management
North Carolina
$313K – – –
FCH
758
Freestone Capital Holdings
Washington
$309K – – –
PK
759
Pflug Koory
Nebraska
$309K – – –
CT
760
Clearstead Trust
Maine
$309K +$179K +7,564 +145%
RWP
761
RWA Wealth Partners
Massachusetts
$307K – – –
TCWM
762
Total Clarity Wealth Management
Illinois
$307K +$281K +11,875 +1,397%
CAM
763
Campion Asset Management
Virginia
$304K -$103K -4,360 -26%
BW
764
Bison Wealth
Georgia
$302K +$1.92K +81 +0.7%
AWA
765
Aaron Wealth Advisors
Illinois
$301K +$296K +12,514 New
OIM
766
Oder Investment Management
California
$299K +$65.2K +2,753 +28%
OIA
767
OneDigital Investment Advisors
Kansas
$298K +$43.3K +1,830 +17%
VC
768
Vicus Capital
Pennsylvania
$296K +$71.1K +3,005 +32%
MA
769
MBA Advisors
Pennsylvania
$294K – – –
SWA
770
SFMG Wealth Advisors
Texas
$290K -$3.93K -166 -1%
APW
771
Austin Private Wealth
Texas
$290K – – –
IIC
772
Integrated Investment Consultants
Michigan
$290K – – –
NCM
773
Narwhal Capital Management
Georgia
$290K – – –
SG
774
Somerset Group
Minnesota
$290K – – –
LFF
775
Level Four Financial
Texas
$289K +$71 +3 +0%
29 30
31
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