We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1026
Western Wealth Management
Colorado
$384K +$27.1K +719 +7%
NCM
1027
Novare Capital Management
North Carolina
$383K – – –
KAS
1028
KPP Advisory Services
Kentucky
$383K – – –
PP
1029
PDS Planning
Ohio
$382K +$392K +10,401 New
TCP
1030
TMB Capital Partners
Arkansas
$382K -$21.2K -563 -5%
WLPWM
1031
Walled Lake Planning & Wealth Management
Illinois
$381K -$9.58K -254 -2%
RMAM
1032
Raab & Moskowitz Asset Management
New Jersey
$380K +$6.26K +166 +2%
PFG
1033
Pinnacle Financial Group
Illinois
$378K +$5.4K +143 +1%
FAT
1034
First American Trust
California
$375K – – –
FC
1035
Fjell Capital
North Dakota
$375K +$50.3K +1,332 +15%
WCM
1036
Winebrenner Capital Management
Kentucky
$375K -$144K -3,811 -27%
WAOI
1037
Wealth Advisors of Iowa
Iowa
$375K +$755 +20 +0.2%
RC
1038
Roundview Capital
New Jersey
$374K +$384K +10,172 New
CFM
1039
Compass Financial Management
Florida
$374K +$375K +9,948 New
FB
1040
First Bancorp
Maine
$373K +$130K +3,440 +51%
BFS
1041
Boyer Financial Services
California
$373K +$6.15K +163 +2%
PGAM
1042
Princeton Global Asset Management
New Jersey
$371K -$8.07K -214 -2%
PCA
1043
Prosperity Capital Advisors
Ohio
$371K +$528 +14 +0.1%
CWM
1044
Calamos Wealth Management
Illinois
$369K +$162K +4,298 +75%
GAM
1045
Gotham Asset Management
New York
$369K – – –
PFM
1046
Phillips Financial Management
Indiana
$369K – – –
QCM
1047
QRG Capital Management
Illinois
$368K +$125K +3,321 +50%
CRI
1048
Commonwealth Retirement Investments
Virginia
$368K – – –
CCM
1049
Compass Capital Management
Minnesota
$368K – – –
RIM
1050
Ryan Investment Management
Colorado
$368K +$377K +10,000 New
40 41
42
43 44