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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$348K – – –
APW
902
Austin Private Wealth
Texas
$348K – – –
AWM
903
Avior Wealth Management
Nebraska
$345K – – –
HC
904
Hara Capital
Washington
$344K – – –
EWA
905
EverSource Wealth Advisors
Alabama
$344K +$64.9K +2,265 +23%
PMFA
906
Plante Moran Financial Advisors
Michigan
$342K – – –
AWS
907
Arkfeld Wealth Strategies
Nebraska
$341K +$315 +11 +0.1%
ATWA
908
Arbor Trust Wealth Advisors
Michigan
$340K – – –
FC
909
Fulcrum Capital
Washington
$339K – – –
BCI
910
Brinker Capital Investments
Pennsylvania
$337K +$333K +11,630 New
OPS
911
Orion Portfolio Solutions
Nebraska
$337K +$333K +11,630 New
KMWM
912
Keudell/Morrison Wealth Management
Oregon
$336K +$3.38K +118 +1%
FM
913
Family Management
New York
$335K +$332K +11,570 New
TIM
914
Thompson Investment Management
Wisconsin
$334K – – –
MCM
915
MV Capital Management
Maryland
$333K – – –
PHIMC
916
Private Harbour Investment Management & Counsel
Ohio
$332K -$15.1K -525 -4%
SIG
917
Stonegate Investment Group
Alabama
$331K +$34.4K +1,201 +12%
CF
918
Copperwynd Financial
Arizona
$331K +$36K +1,255 +12%
PWP
919
Phillips Wealth Planners
Mississippi
$330K -$5.99K -209 -2%
SIS
920
Sound Income Strategies
Florida
$330K +$35.8K +1,247 +12%
MCM
921
Magnolia Capital Management
New York
$327K – – –
ACP
922
Aveo Capital Partners
Colorado
$326K -$1.37M -47,772 -81%
VWA
923
Visionary Wealth Advisors
Illinois
$326K -$56.3K -1,963 -15%
MLA
924
MB, Levis & Associates
Pennsylvania
$325K +$5.39K +188 +2%
SLG
925
Stanley-Laman Group
Pennsylvania
$325K – – –
35 36
37
38 39