Institutional Owners for EPD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | COM | 501 | $2,128,145 | 72,932 | 0.00 | 0.00 | -26,000 | -26.28 | 03-31-2024 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 502 | $1,917,437 | 72,768 | 0.00 | 0.31 | 24,000 | 49.21 | 06-30-2023 |
| BUCKINGHAM STRATEGIC WEALTH LLC | COM | 503 | $2,121,527 | 72,705 | 0.00 | 0.00 | 12,915 | 21.60 | 03-31-2024 |
| FLAGSHIP HARBOR ADVISORS LLC | COM | 504 | $2,110,781 | 72,336 | 0.00 | 0.00 | -719 | -0.98 | 03-31-2024 |
