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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
851
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$23K +894 +8%
AF
852
Allworth Financial
California
$300K +$26.9K +1,048 +10%
TIM
853
Thompson Investment Management
Wisconsin
$299K – – –
BW
854
Bison Wealth
Georgia
$298K +$19.8K +770 +7%
NHFG
855
New Harbor Financial Group
Massachusetts
$298K +$296K +11,504 New
FDCDDQ
856
Federation des caisses Desjardins du Quebec
Quebec, Canada
$295K +$10.3K +400 +4%
LFG
857
Larson Financial Group
Missouri
$295K +$3.26K +127 +1%
MA
858
MKT Advisors
California
$295K – – –
AP
859
Arlington Partners
Alabama
$294K -$4.65M -181,182 -94%
AIFAIM
860
American Institute for Advanced Investment Management
Arizona
$292K +$313K +12,185 New
RFN
861
Redwood Financial Network
Ohio
$291K +$31.3K +1,217 +12%
RA
862
RFG Advisory
Alabama
$291K +$12.7K +493 +5%
DI
863
DFPG Investments
Utah
$289K +$63.5K +2,471 +28%
LA
864
LexAurum Advisors
Kansas
$289K +$128 +5 +0%
AIM
865
Arcadia Investment Management
Michigan
$289K -$10.3K -400 -3%
STA
866
Summit Trail Advisors
New York
$285K +$43.2K +1,680 +18%
CIC
867
Chase Investment Counsel
Virginia
$284K +$282K +10,978 New
CC
868
Claybrook Capital
Massachusetts
$283K – – –
MC
869
Middleton & Co
Massachusetts
$282K – – –
CM
870
CoreCommodity Management
Connecticut
$281K – – –
CWM
871
Congress Wealth Management
Massachusetts
$281K +$5.14K +200 +2%
CWM
872
Cornerstone Wealth Management
Missouri
$281K +$279K +10,847 New
SWP
873
Strategic Wealth Partners
Ohio
$281K -$18K -700 -6%
AWAG
874
ARS Wealth Advisors Group
Florida
$281K +$7.71K +300 +3%
CFO
875
CVA Family Office
Colorado
$281K +$128 +5 +0%
33 34
35
36 37