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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Cedar Wealth Management
California
$317K – – –
WA
677
Waverly Advisors
Alabama
$317K +$96K +3,544 +43%
BFPW
678
BOK Financial Private Wealth
Colorado
$316K -$46.9K -1,731 -13%
MA
679
Montag & Associates
Georgia
$315K – – –
CM
680
CoreCommodity Management
Connecticut
$314K – – –
FWM
681
Focused Wealth Management
New York
$309K -$9.89K -365 -3%
TC
682
TradeLink Capital
Illinois
$309K +$309K +11,400 New
FAG
683
Financial Advisory Group
Texas
$309K +$309K +11,409 New
PWM
684
Perigon Wealth Management
California
$308K -$33.9K -1,250 -10%
YIA
685
YHB Investment Advisors
Connecticut
$308K – – –
ACM
686
Azimuth Capital Management
Michigan
$305K – – –
AP
687
Atwood & Palmer
Missouri
$303K – – –
NC
688
NBW Capital
Massachusetts
$303K – – –
AA
689
Apriem Advisors
California
$301K +$293K +10,825 +3,608%
PAG
690
Pinnacle Advisory Group
Maryland
$300K – – –
PAM
691
Private Asset Management
California
$299K – – –
BJL
692
Brighton Jones LLC
Washington
$298K -$5.91K -218 -2%
TNBTD
693
Trustmark National Bank Trust Department
Mississippi
$298K – – –
BCM
694
Blume Capital Management
California
$298K +$14.9K +550 +5%
KF
695
Krilogy Financial
Missouri
$296K -$104K -3,830 -26%
IFAM
696
Institutional & Family Asset Management
Colorado
$296K +$7.45K +275 +3%
FFA
697
First Foundation Advisors
California
$296K +$14.1K +522 +5%
TH
698
Timber Hill
Connecticut
$295K -$418K -15,443 -59%
SFG
699
Summit Financial Group
West Virginia
$295K +$295K +10,896 New
PFM
700
Parsec Financial Management
North Carolina
$294K – – –
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