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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
501
IHT Wealth Management
Illinois
$468K -$26.1K -1,122 -3%
FAAS
502
First Allied Advisory Services
California
$467K -$106K -4,556 -12%
SPC
503
Sigma Planning Corp
Michigan
$466K -$219K -9,423 -22%
RB
504
Rodgers Brothers
Pennsylvania
$465K -$6.97K -300 -0.9%
GIM
505
Groesbeck Investment Management
New Jersey
$462K -$259K -11,148 -26%
FFG
506
Frisch Financial Group
New York
$462K +$5.9K +254 +0.8%
AIM
507
Arcadia Investment Management
Michigan
$455K -$100K -4,320 -12%
1W
508
1776 Wealth
Georgia
$452K +$510K +21,964 +226%
S
509
Surevest
California
$450K +$1.09K +47 +0.1%
FCH
510
Freestone Capital Holdings
Washington
$447K -$330K -14,219 -31%
CCMD
511
Cypress Capital Management (Delaware)
Delaware
$445K – – –
FFA
512
First Foundation Advisors
California
$445K +$299K +12,894 +71%
HPC
513
HM Payson & Co
Maine
$441K – – –
AIM
514
Axiom Investment Management
New York
$440K +$713K +30,700 New
ADL
515
Asset Dedication LLC
California
$439K +$686K +29,542 +2,506%
CIC
516
Crawford Investment Counsel
Georgia
$436K -$69.1K -2,976 -9%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$435K -$6.97K -300 -1%
QCIG
518
Quad-Cities Investment Group
Iowa
$432K +$91.2K +3,927 +15%
HFBOT
519
Home Federal Bank of Tennessee
Tennessee
$431K – – –
APG
520
Abacus Planning Group
South Carolina
$429K +$406K +17,500 +140%
GF
521
Gabelli Funds
New York
$429K +$697K +30,000 New
DT
522
Diversified Trust
Tennessee
$421K -$260K -11,186 -28%
AWM
523
Avior Wealth Management
Nebraska
$420K -$40.2K -1,730 -6%
CBB
524
Citizens Business Bank
California
$420K -$2.32K -100 -0.3%
WA
525
WealthTrust Axiom
Pennsylvania
$418K -$6.2K -267 -0.9%
19 20
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