We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
851
Charter Oak Capital Management
New Hampshire
$125K +$118K +6,362 New
CAL
852
Capital Advisors Ltd
Ohio
$123K +$559 +30 +0.5%
PWM
853
Perigon Wealth Management
California
$123K +$117K +6,280 New
FWM
854
Focused Wealth Management
New York
$122K +$59.6K +3,200 +106%
PWA
855
Phoenix Wealth Advisors
North Carolina
$122K +$116K +6,215 New
BCA
856
Berman Capital Advisors
Georgia
$119K +$2.61K +140 +2%
FHC
857
First Horizon Corporation
Tennessee
$117K – – –
GAM
858
Gemmer Asset Management
California
$117K +$3.8K +204 +4%
WLPWM
859
Walled Lake Planning & Wealth Management
Illinois
$114K – – –
LWCFA
860
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K – – –
CWP
861
Concord Wealth Partners
Virginia
$112K +$107K +5,740 New
PO
862
Private Ocean
California
$109K +$9.31K +500 +10%
PG
863
Proffitt & Goodson
Tennessee
$107K – – –
PCIA
864
Prime Capital Investment Advisors
Kansas
$107K +$65.1K +3,495 +178%
CWC
865
Carolinas Wealth Consulting
North Carolina
$106K -$8.77K -471 -8%
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
$105K – – –
AWM
867
Avondale Wealth Management
Texas
$104K -$40K -2,150 -29%
BFEC
868
Benjamin F. Edwards & Company
Missouri
$104K -$20.6K -1,104 -17%
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K – – –
MF
870
Manchester Financial
California
$99K +$45.6K +2,450 +94%
SM
871
SG3 Management
Puerto Rico
$98K +$93.1K +5,000 New
TC
872
Truvestments Capital
Florida
$93K +$20.8K +1,116 +30%
IAS
873
IMA Advisory Services
Colorado
$92K +$2.05K +110 +2%
HWA
874
HHM Wealth Advisors
Tennessee
$89K – – –
HFA
875
HC Financial Advisors
California
$86K -$18.6K -1,000 -19%
33 34
35
36 37