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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
901
Center for Financial Planning
Michigan
$51K – – –
CB
902
Community Bank
New York
$51K – – –
GWMIA
903
Global Wealth Management Investment Advisory
Florida
$50K -$1.91K -82 -2%
ATC
904
Adirondack Trust Company
New York
$50K – – –
EW
905
Evoke Wealth
California
$49.3K -$1.48M -63,802 -95%
HR
906
Howe & Rusling
New York
$49K – – –
MCM
907
Manchester Capital Management
Vermont
$48K – – –
BWA
908
Burt Wealth Advisors
Maryland
$47K -$1.14K -49 -1%
LWANC
909
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K +$7.73K +333 +11%
CFO
910
CVA Family Office
Colorado
$46K +$75K +3,230 New
BWA
911
BDO Wealth Advisors
Florida
$44K +$47.6K +2,050 +205%
MFT
912
Moisand Fitzgerald Tamayo
Florida
$43K -$65.2K -2,806 -48%
FWM
913
Focused Wealth Management
New York
$43K – – –
RFA
914
Reilly Financial Advisors
California
$42K -$13.8K -592 -17%
QCG
915
Quadrant Capital Group
Ohio
$41K +$8.48K +365 +15%
TWP
916
TFO Wealth Partners
Ohio
$40K -$61.9K -2,663 -49%
GI
917
Gradient Investments
Minnesota
$40K +$48.8K +2,099 +296%
KFI
918
Key Financial Inc
Pennsylvania
$40K +$67.4K +2,904 New
FPFS
919
First Personal Financial Services
North Carolina
$37K -$18.3K -787 -23%
CI
920
CX Institutional
Indiana
$34K +$11K +475 +25%
CCM
921
Copeland Capital Management
Pennsylvania
$32K -$12.5K -540 -19%
FFC
922
First Financial Corp
Indiana
$31K – – –
PCG
923
Private Capital Group
Connecticut
$31K – – –
AJ
924
Ashburton (Jersey)
Jersey
$30K – – –
SBL
925
Sargent Bickham Lagudis
Colorado
$29K -$39.4K -1,695 -46%
35 36
37
38 39