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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
976
Financial Gravity Companies
Texas
$431K +$443K +11,732 New
FFG
977
Fiduciary Financial Group
California
$430K -$3.06K -81 -0.7%
AWS
978
Arkfeld Wealth Strategies
Nebraska
$430K +$377 +10 +0.1%
OFS
979
OneAscent Financial Services
Alabama
$425K -$10K -266 -2%
AFC
980
AFT Forsyth & Company
Florida
$424K -$8.79K -233 -2%
OWA
981
Outlook Wealth Advisors
Texas
$424K -$20.9K -555 -5%
CB
982
CNB Bank
Pennsylvania
$423K – – –
CCM
983
Coldstream Capital Management
Washington
$422K -$123K -3,248 -22%
PM
984
Penbrook Management
New York
$420K – – –
AC
985
Attessa Capital
Arizona
$420K +$431K +11,412 New
AP
986
Anchyra Partners
Georgia
$419K – – –
OWA
987
ORBA Wealth Advisors
Illinois
$415K -$425K -11,264 -50%
GAFA
988
Garton & Associates Financial Advisors
Kentucky
$412K +$161K +4,267 +61%
UWP
989
Uniting Wealth Partners
Kansas
$411K -$1.25K -33 -0.3%
WPW
990
Waldron Private Wealth
Pennsylvania
$410K +$14.3K +378 +4%
CW
991
Channel Wealth
California
$408K – – –
PWM
992
Purus Wealth Management
California
$406K +$71.7K +1,900 +21%
CSA
993
Cottage Street Advisors
Massachusetts
$404K – – –
EFT
994
Envision Financial Transparency
North Carolina
$404K +$101K +2,684 +24%
AHL
995
Abel Hall LLC
Louisiana
$403K – – –
GBA
996
Garrison Bradford & Associates
New York
$399K – – –
OCM
997
Outlook Capital Management
Illinois
$398K +$409K +10,832 New
SA
998
Strategic Advisors
New York
$398K +$2.75K +73 +0.7%
CFG
999
Chapman Financial Group
Hawaii
$397K -$7.55K -200 -2%
CT
1000
Clearstead Trust
Maine
$397K -$302 -8 -0.1%
38 39
40
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