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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
551
Citizens Business Bank
California
$829K – – –
ACM
552
Allred Capital Management
Texas
$828K -$29K -1,071 -4%
OWD
553
Osborn Williams & Donohoe
Ohio
$825K +$3.85K +142 +0.5%
DJSG
554
D.J. St. Germain
Massachusetts
$821K – – –
DWA
555
Douglass Winthrop Advisors
New York
$819K -$384K -14,150 -33%
SW
556
SkyOak Wealth
Michigan
$819K +$789K +29,095 New
TW
557
TrinityPoint Wealth
Connecticut
$813K – – –
AW
558
ACG Wealth
Georgia
$805K -$13.2K -487 -2%
NL
559
NWAM LLC
Washington
$805K +$95.9K +3,537 +14%
SCI
560
Stableford Capital II
Arizona
$804K +$774K +28,566 New
SC
561
Searle & Co
Connecticut
$801K -$16.3K -600 -2%
ERIM
562
Eagle Ridge Investment Management
Connecticut
$800K – – –
GP
563
Girard Partners
Pennsylvania
$797K -$125K -4,611 -14%
NRCM
564
Northern Right Capital Management
Connecticut
$791K +$761K +28,075 New
TC
565
Truvestments Capital
Florida
$788K -$35K -1,291 -4%
ZAM
566
Zevin Asset Management
Massachusetts
$785K -$783K -28,887 -51%
RMDI
567
R.M. Davis Inc
Maine
$780K +$9.27K +342 +1%
CA
568
Callahan Advisors
Texas
$773K -$130K -4,778 -15%
GBBWRPM
569
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$758K +$27 +1 +0%
FMT
570
First Mercantile Trust
Tennessee
$754K +$4.53K +167 +0.6%
IAS
571
Investment Advisory Services
Texas
$743K +$715K +26,389 New
WSFS
572
Wilmington Savings Fund Society
Delaware
$740K -$5.42K -200 -0.8%
QCIG
573
Quad-Cities Investment Group
Iowa
$739K +$10.1K +373 +1%
CTC
574
Central Trust Company
Missouri
$738K – – –
BCA
575
Berman Capital Advisors
Georgia
$737K -$36.3K -1,338 -5%
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