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Enbridge
ENB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
701
RiverGlades Family Offices
Florida
$386K -$168K -4,500 -32%
TFS
702
TrustCore Financial Services
Tennessee
$385K – – –
SWM
703
SVA Wealth Management
Wisconsin
$382K -$22.5K -603 -6%
PFM
704
Parsec Financial Management
North Carolina
$377K -$12.3K -328 -3%
FTC
705
Farmers Trust Company
Ohio
$376K -$11K -295 -3%
GBT
706
Grove Bank & Trust
Florida
$376K +$33.9K +908 +11%
KMWM
707
Keudell/Morrison Wealth Management
Oregon
$368K +$16.4K +438 +5%
GW
708
GW & Wade
Massachusetts
$367K +$8.55K +229 +3%
M
709
Mirova
France
$367K +$85.3K +2,283 +33%
XF
710
XML Financial
Maryland
$367K +$345K +9,227 New
OPS
711
Orion Portfolio Solutions
Nebraska
$365K +$343K +9,178 New
BMA
712
Brooks Moore & Associates
Tennessee
$363K -$16.5K -442 -5%
MCM
713
MAI Capital Management
Ohio
$362K -$162K -4,328 -32%
HCM
714
Howland Capital Management
Massachusetts
$362K – – –
BAM
715
Belpointe Asset Management
Nevada
$360K +$106K +2,840 +46%
MWP
716
MYCIO Wealth Partners
Pennsylvania
$357K -$149 -4 -0%
NSAM
717
North Star Asset Management
Wisconsin
$355K -$5.38K -144 -2%
FA
718
FCG Advisors
New Jersey
$355K +$4.86K +130 +1%
WKWM
719
Walter & Keenan Wealth Management
Indiana
$354K – – –
SW
720
SVB Wealth
Massachusetts
$354K +$47.5K +1,271 +17%
GAM
721
Gotham Asset Management
New York
$352K -$11.2M -299,088 -97%
FNBT
722
FineMark National Bank & Trust
Florida
$352K -$3.55K -95 -1%
MSS
723
Mitchell Sinkler & Starr
Pennsylvania
$350K – – –
WPEP
724
Walnut Private Equity Partners
Nebraska
$350K – – –
IAMOG
725
Investors Asset Management of Georgia
Georgia
$349K -$3.36K -90 -1%
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