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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
601
Joel Isaacson & Co
New York
$265K +$10.9K +350 +5%
EIM
602
Essex Investment Management
Massachusetts
$264K – – –
NG
603
NatWest Group
United Kingdom
$264K +$248K +7,958 New
CAL
604
Capital Advisors Ltd
Ohio
$261K +$245K +7,860 New
CBT
605
Central Bank & Trust
Kentucky
$260K – – –
GIA
606
GHP Investment Advisors
Colorado
$257K -$24.1K -774 -9%
SSWM
607
Smith Salley Wealth Management
North Carolina
$257K – – –
DCM
608
Donaldson Capital Management
Indiana
$257K +$242K +7,762 New
SRIM
609
Saratoga Research & Investment Management
California
$256K – – –
KCM
610
Kanawha Capital Management
Virginia
$251K -$35K -1,122 -13%
FHC
611
First Heartland Consultants
Missouri
$251K +$236K +7,560 New
DCLA
612
Douglas C. Lane & Associates
New York
$248K -$9.41K -302 -4%
FANJ
613
Financial Architects (New Jersey)
New Jersey
$248K +$94.5K +3,032 +68%
HCMT
614
Highland Capital Management (Tennessee)
Tennessee
$246K – – –
FWM
615
Focused Wealth Management
New York
$240K +$10.3K +332 +5%
CFG
616
CKW Financial Group
Hawaii
$240K +$225K +7,230 New
AT
617
Arvest Trust
Oklahoma
$236K – – –
BAM
618
Barrett Asset Management
New York
$235K – – –
MIC
619
Meridian Investment Counsel
California
$233K +$219K +7,030 New
TAM
620
Todd Asset Management
Kentucky
$232K – – –
M
621
MOTCO
Texas
$232K +$12.5K +400 +6%
MSR
622
Main Street Research
Connecticut
$228K – – –
LCM
623
Logan Capital Management
Pennsylvania
$225K -$100K -3,218 -32%
III
624
Independent Investors Inc
New York
$225K – – –
CISOA
625
Capital Investment Services of America
Wisconsin
$225K +$62 +2 +0%
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