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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
876
Investors Asset Management of Georgia
Georgia
$469K +$195K +6,168 +73%
WCA
877
Westover Capital Advisors
Delaware
$469K – – –
MPCG
878
Matrix Private Capital Group
New York
$468K +$10.7K +338 +2%
CPWA
879
Cerro Pacific Wealth Advisors
California
$468K – – –
AW
880
Alteri Wealth
California
$467K +$21.8K +691 +5%
FWP
881
FAS Wealth Partners
Kansas
$467K +$1.36K +43 +0.3%
CFS
882
CRA Financial Services
New Jersey
$466K +$2.69K +85 +0.6%
SAM
883
Summit Asset Management
Tennessee
$463K -$26.3K -832 -5%
RIG
884
RiverFront Investment Group
Virginia
$462K +$25.2K +797 +6%
BCM
885
Bluefin Capital Management
New York
$462K +$455K +14,400 New
PP
886
Patten & Patten
Tennessee
$460K +$4.02K +127 +0.9%
WC
887
Waterloo Capital
Texas
$459K +$5.38K +170 +1%
SAM
888
Smartleaf Asset Management
Massachusetts
$457K +$37.9K +1,200 +9%
DP
889
Dearborn Partners
Illinois
$457K – – –
CPIA
890
Cornell Pochily Investment Advisors
New York
$456K -$379 -12 -0.1%
WCM
891
Winebrenner Capital Management
Kentucky
$454K -$31.3K -990 -7%
AIA
892
AssuredPartners Investment Advisors
Florida
$453K +$39.3K +1,242 +10%
BFG
893
Beto Financial Group
Idaho
$453K +$433K +13,692 New
AWM
894
Axxcess Wealth Management
California
$452K -$4.9K -155 -1%
CRI
895
Colonial River Investments
Virginia
$452K -$4.9K -155 -1%
CCWA
896
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$451K +$2.44K +77 +0.6%
WA
897
Wealth Alliance
New York
$451K +$759 +24 +0.2%
AIFAIM
898
American Institute for Advanced Investment Management
Arizona
$451K -$50.6K -1,600 -10%
KMWM
899
Keudell/Morrison Wealth Management
Oregon
$450K +$444K +14,048 New
HP
900
Highlander Partners
Texas
$449K – – –
34 35
36
37 38