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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
626
Bison Wealth
Georgia
$606K +$102K +3,823 +20%
CAMG
627
CWA Asset Management Group
Florida
$605K +$77.6K +2,912 +15%
YAL
628
Your Advocates Ltd
Texas
$604K +$11.3K +425 +2%
RFO
629
RiverGlades Family Offices
Florida
$602K – – –
FPAS
630
Focus Partners Advisor Solutions
Missouri
$601K -$155K -5,804 -20%
EIP
631
Ellis Investment Partners
Pennsylvania
$601K -$12.5K -468 -2%
EFS
632
Essex Financial Services
Connecticut
$599K -$8.39K -315 -1%
MIM
633
MTM Investment Management
South Carolina
$598K +$158K +5,926 +35%
CC
634
Callan Capital
California
$598K +$7.43K +279 +1%
CIA
635
Cascade Investment Advisors
Oregon
$596K – – –
SKK
636
Shepherd Kaplan Krochuk
Massachusetts
$594K – – –
BP
637
BBR Partners
New York
$593K – – –
PIMG
638
Patriot Investment Management Group
Tennessee
$587K -$87.5K -3,286 -13%
AWM
639
Axxcess Wealth Management
California
$585K -$687K -25,798 -54%
SIS
640
Sound Income Strategies
Florida
$585K +$80.4K +3,017 +16%
WKWM
641
Walter & Keenan Wealth Management
Indiana
$581K -$213K -8,000 -27%
CG
642
Caprock Group
Idaho
$581K +$587K +22,042 New
PFA
643
Pettinga Financial Advisors
Indiana
$580K +$13.3K +500 +2%
AWA
644
Arete Wealth Advisors
Illinois
$579K -$25K -938 -4%
IC
645
IEQ Capital
California
$576K +$369K +13,840 +173%
EP
646
EPIQ Partners
Minnesota
$576K – – –
ACL
647
Applied Capital LLC
Florida
$576K +$63K +2,365 +12%
GWM
648
Geneos Wealth Management
Colorado
$575K -$193K -7,247 -25%
FWM
649
Finer Wealth Management
Massachusetts
$574K -$123K -4,609 -17%
MCM
650
Morton Capital Management
California
$574K +$6.07K +228 +1%
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