We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Crumly & Associates
Illinois
$247K +$19.3K +879 +8%
CPA
802
Clear Perspective Advisors
Illinois
$246K -$14.2K -645 -5%
DWM
803
Doyle Wealth Management
Florida
$245K -$88.5K -4,025 -27%
MIM
804
Moseley Investment Management
Florida
$242K -$68.2K -3,100 -22%
CCM
805
Covington Capital Management
California
$241K – – –
NGA
806
Naples Global Advisors
Florida
$241K – – –
NCM
807
Noesis Capital Mangement
Florida
$241K – – –
FFA
808
First Foundation Advisors
California
$240K -$508K -23,100 -68%
AWM
809
Accel Wealth Management
Iowa
$239K -$34.9K -1,589 -13%
PSUF
810
People's United Financial
Connecticut
$239K -$5.74K -261 -2%
TFA
811
Toth Financial Advisory
Virginia
$239K +$11.7K +534 +5%
WAM
812
Weatherly Asset Management
California
$237K – – –
NCM
813
Novare Capital Management
North Carolina
$237K +$12.1K +550 +5%
CFGS
814
Concourse Financial Group Securities
Alabama
$235K -$9.87K -449 -4%
WWM
815
Western Wealth Management
Colorado
$234K -$21.6K -981 -8%
CI
816
Conning Inc
Connecticut
$234K – – –
FAT
817
First American Trust
California
$233K – – –
FFA
818
Freedman Financial Associates
Massachusetts
$233K – – –
IAMOG
819
Investors Asset Management of Georgia
Georgia
$233K – – –
CI
820
Clal Insurance
Israel
$233K +$233K +10,600 New
BSA
821
Bull Street Advisors
Georgia
$232K -$19K -865 -8%
PWA
822
Physician Wealth Advisors
Utah
$232K – – –
QCG
823
Quadrant Capital Group
Ohio
$232K +$174K +7,929 +303%
OIA
824
OneDigital Investment Advisors
Kansas
$231K -$36.9K -1,676 -14%
BC
825
Bartlett & Co
Ohio
$231K -$22.7K -1,032 -9%
31 32
33
34 35