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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
976
Arkos Global Advisors
Texas
$338K – – –
CWA
977
Consilium Wealth Advisory
Texas
$336K – – –
WE
978
Wealth Effects
Massachusetts
$336K -$3.84K -125 -1%
BWP
979
Balboa Wealth Partners
Arizona
$335K +$97.6K +3,178 +42%
BFG
980
Beacon Financial Group
Texas
$334K -$5.84K -190 -2%
CI
981
Conning Inc
Connecticut
$334K – – –
MCCP
982
Mission Creek Capital Partners
California
$334K +$68K +2,213 +26%
MCM
983
MV Capital Management
Maryland
$333K -$26.4K -860 -7%
FCMT
984
Founders Capital Management (Texas)
Texas
$333K +$31 +1 +0%
BAG
985
Bridgewealth Advisory Group
California
$333K +$21.4K +697 +7%
OFS
986
OneAscent Financial Services
Alabama
$332K +$325K +10,589 New
PFGIA
987
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$922 +30 +0.3%
CPA
988
Cardiff Park Advisors
California
$331K – – –
BSA
989
Bull Street Advisors
Georgia
$331K – – –
LWA
990
Lantern Wealth Advisors
New York
$331K – – –
CCA
991
Checchi Capital Advisers
California
$329K – – –
TNBTD
992
Trustmark National Bank Trust Department
Mississippi
$329K – – –
CWM
993
Chemistry Wealth Management
New York
$329K +$3.59K +117 +1%
CCFM
994
Clear Creek Financial Management
Washington
$328K +$40.2K +1,309 +14%
VWM
995
Venturi Wealth Management
Texas
$327K +$164K +5,323 +104%
NCM
996
Novare Capital Management
North Carolina
$327K – – –
FA
997
Fermata Advisors
California
$326K +$14.5K +473 +5%
WLPWM
998
Walled Lake Planning & Wealth Management
Illinois
$325K -$74.8K -2,435 -19%
DWM
999
Dechtman Wealth Management
Colorado
$324K +$5.31K +173 +2%
MA
1000
MCF Advisors
Kentucky
$323K – – –
38 39
40
41 42