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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
901
Triangle Securities Wealth Management
North Carolina
$218K -$55.1K -1,973 -21%
MIM
902
Miller Investment Management
Pennsylvania
$218K – – –
BOPW
903
Brandywine Oak Private Wealth
Pennsylvania
$218K +$7.96K +285 +4%
WMC
904
Westwood Management Corporation
Illinois
$218K +$209K +7,484 New
FHC
905
First Heartland Consultants
Missouri
$218K +$210K +7,501 New
SFG
906
StrategIQ Financial Group
Indiana
$217K – – –
VC
907
Voit & Company
Wisconsin
$217K +$208K +7,446 New
TFA
908
Toth Financial Advisory
Virginia
$216K +$11.4K +408 +6%
CHJWM
909
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$206K +7,385 New
PIA
910
Pinion Investment Advisors
Kansas
$215K +$207K +7,400 New
FMWA
911
Forvis Mazars Wealth Advisors
Missouri
$214K +$206K +7,366 New
WMA
912
Wealth Management Associates
New Jersey
$214K +$205K +7,352 New
ST
913
Smithfield Trust
Pennsylvania
$213K – – –
BCI
914
Brinker Capital Investments
Pennsylvania
$213K +$1.96K +70 +1%
HPIA
915
Hamilton Point Investment Advisors
North Carolina
$213K +$204K +7,310 New
HT
916
Heritage Trust
Oklahoma
$212K -$44.1K -1,579 -18%
WANY
917
Wealthspire Advisors (New York)
New York
$212K +$180K +6,440 +771%
LBD
918
Landsberg Bennett & Dubbaneh
Florida
$212K +$200K +7,165 New
GSWM
919
Golden State Wealth Management
California
$212K +$204K +7,301 New
CCM
920
Carlson Capital Management
Minnesota
$211K +$203K +7,251 New
CFG
921
CKW Financial Group
Hawaii
$210K – – –
AWM
922
Aries Wealth Management
Maine
$210K +$201K +7,200 New
MGIA
923
Matthew Goff Investment Advisor
Texas
$210K +$201K +7,209 New
PCM
924
Parsons Capital Management
Rhode Island
$210K +$202K +7,230 New
CPIA
925
Cornell Pochily Investment Advisors
New York
$208K -$60.1K -2,151 -23%
35 36
37
38 39