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Enterprise Products Partners

Name Holding Trade Value Shares
Change
Change in
Stake
NL
651
NWAM LLC
Washington
$260K +$264K +10,157 New
RWA
652
Ropes Wealth Advisors
Massachusetts
$257K – – –
BIM
653
Bridgecreek Investment Management
Oklahoma
$256K – – –
IC
654
Iconiq Capital
California
$256K – – –
Federated Hermes
655
Federated Hermes
Pennsylvania
$256K +$260K +10,000 New
SCM
656
Sterling Capital Management
North Carolina
$255K +$31.2K +1,200 +14%
PFC
657
Phocas Financial Corp
California
$254K -$67K -2,580 -21%
PAM
658
Palisade Asset Management
Minnesota
$254K – – –
PP
659
Palladium Partners
Virginia
$248K – – –
TF
660
Trutina Financial
Washington
$248K – – –
DCLA
661
Douglas C. Lane & Associates
New York
$247K -$20.8K -802 -8%
MCA
662
Mercer Capital Advisers
New Jersey
$247K – – –
HFS
663
HL Financial Services
Kentucky
$247K +$234 +9 +0.1%
NIM
664
Northeast Investment Management
Massachusetts
$242K -$11.7K -450 -5%
MCM
665
Manchester Capital Management
Vermont
$240K – – –
IT
666
Independence Trust
Tennessee
$239K -$55.9K -2,150 -19%
GIM
667
Greylin Investment Management
Virginia
$236K – – –
VHAM
668
Van Hulzen Asset Management
California
$235K -$41.5K -1,597 -15%
AWM
669
Avior Wealth Management
Nebraska
$234K -$3.46K -133 -1%
WIA
670
Westbourne Investment Advisors
Maryland
$230K +$7.79K +300 +3%
HR
671
Howe & Rusling
New York
$227K – – –
HCM
672
Harvest Capital Management
New Hampshire
$226K +$16.9K +650 +8%
AWM
673
AllSquare Wealth Management
New York
$225K -$52K -2,000 -19%
CHJWM
674
Carlton Hofferkamp & Jenks Wealth Management
Texas
$224K – – –
FBNAT
675
FirstMerit Bank N.A. Trustee
Ohio
$223K +$226K +8,699 New