We are live on ! Find out more
EPD icon

Enterprise Products Partners

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1001
Southland Equity Partners
Missouri
$276K +$4.75K +173 +2%
TW
1002
TrinityPoint Wealth
Connecticut
$275K +$522 +19 +0.2%
OFW
1003
Omnia Family Wealth
Florida
$274K
SWP
1004
Strategic Wealth Partners
Ohio
$274K
AWM
1005
Axxcess Wealth Management
California
$271K -$354K -12,900 -58%
EWA
1006
EverSource Wealth Advisors
Alabama
$271K +$41.5K +1,510 +19%
CCWM
1007
Cassaday & Co Wealth Management
Virginia
$271K +$255K +9,272 New
GFS
1008
GYL Financial Synergies
Connecticut
$270K -$94.7K -3,450 -27%
CCM
1009
Coldstream Capital Management
Washington
$269K
BAAM
1010
Baker Avenue Asset Management
California
$269K -$122K -4,450 -33%
SL
1011
Summitry LLC
California
$266K
CT
1012
Clearstead Trust
Maine
$266K
EWA
1013
Emergent Wealth Advisors
New York
$266K -$41.2K -1,500 -14%
CVA
1014
Central Valley Advisors
California
$263K
QCM
1015
QRG Capital Management
Illinois
$263K +$18.6K +677 +8%
SCM
1016
Sterneck Capital Management
Missouri
$263K
PWA
1017
Physician Wealth Advisors
Utah
$263K
ONST
1018
Old North State Trust
North Carolina
$261K +$246K +8,955 New
KHCM
1019
Kirtland Hills Capital Management
Ohio
$260K +$252K +9,162 New
VCA
1020
Verdence Capital Advisors
Maryland
$259K +$243K +8,864 New
WFM
1021
Wolff Financial Management
Michigan
$258K
SFA
1022
Souders Financial Advisors
Ohio
$258K +$1.95K +71 +0.8%
PCP
1023
Proficio Capital Partners
Massachusetts
$257K
CFA
1024
Capstone Financial Advisors
Illinois
$257K -$82 -3 -0%
HAM
1025
Harmony Asset Management
Arizona
$255K -$6.92K -252 -3%