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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1026
Tempus Wealth Planning
California
$297K +$3.15K +100 +1%
CWM
1027
Challenger Wealth Management
California
$295K +$32.3K +1,024 +12%
WAM
1028
WNY Asset Management
New York
$295K +$298K +9,439 New
HVP
1029
Hudson Value Partners
Florida
$295K – – –
QWM
1030
Quadcap Wealth Management
Texas
$295K -$16.8K -534 -5%
PAM
1031
Paradigm Asset Management
New York
$294K – – –
OFW
1032
Omnia Family Wealth
Florida
$293K – – –
SFP
1033
Sandbox Financial Partners
Maryland
$293K -$6.94K -220 -2%
RMDI
1034
R.M. Davis Inc
Maine
$292K -$12.6K -400 -4%
IAS
1035
Investment Advisory Services
Texas
$292K – – –
CAL
1036
Capital Advisors Ltd
Ohio
$291K +$978 +31 +0.3%
LBC
1037
Leigh Baldwin & Co
New York
$291K +$189 +6 +0.1%
WTC
1038
WhitTier Trust Company
Nevada
$290K +$12.6K +400 +5%
PWA
1039
Physician Wealth Advisors
Utah
$290K – – –
SFA
1040
Souders Financial Advisors
Ohio
$289K +$2.24K +71 +0.8%
LWA
1041
Lantern Wealth Advisors
New York
$289K -$35.5K -1,124 -11%
HC
1042
Hara Capital
Washington
$288K – – –
OFS
1043
OneAscent Financial Services
Alabama
$288K -$118K -3,748 -29%
W
1044
WPWealth
Texas
$287K +$43.4K +1,376 +18%
WMA
1045
Wealth Management Associates
New Jersey
$287K – – –
DSC
1046
Duncker Streett & Co
Missouri
$285K -$11.4K -361 -4%
SL
1047
Summitry LLC
California
$285K – – –
EWA
1048
Emergent Wealth Advisors
New York
$285K – – –
FVWA
1049
Foster Victor Wealth Advisors
South Carolina
$284K +$78.3K +2,481 +38%
WAOTB
1050
Wealth Advisors of Tampa Bay
Florida
$283K +$286K +9,050 New
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