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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
701
WR Wealth Planners
Missouri
$504K – – –
MA
702
MONECO Advisors
Connecticut
$502K +$28K +1,046 +6%
IAN
703
Integrated Advisors Network
Texas
$502K -$134K -5,003 -21%
FNBT
704
FineMark National Bank & Trust
Florida
$502K -$12.4K -464 -2%
WAM
705
Weinberger Asset Management
California
$500K – – –
BWP
706
BSW Wealth Partners
Colorado
$496K +$2.7K +101 +0.6%
CA
707
Cornerstone Advisory
Maryland
$495K +$166K +6,192 +52%
VF
708
Virtu Financial
New York
$495K +$43.4K +1,622 +10%
WWM
709
Western Wealth Management
Colorado
$494K +$197K +7,377 +69%
AMG
710
Advisors Management Group
Wisconsin
$491K -$17.1K -639 -3%
PJSIMP
711
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K – – –
GIM
712
Groesbeck Investment Management
New Jersey
$488K +$42K +1,571 +10%
PP
713
Patten & Patten
Tennessee
$488K +$21K +786 +5%
EP
714
Eudaimonia Partners
Tennessee
$485K -$3.1K -116 -0.7%
CAG
715
Crestwood Advisors Group
Massachusetts
$484K +$473K +17,699 New
SFC
716
Strategic Financial Concepts
Texas
$482K -$51.2K -1,914 -10%
CH
717
Canton Hathaway
Rhode Island
$482K – – –
VCM
718
Violich Capital Management
California
$480K – – –
FG
719
Fiduciary Group
Georgia
$479K +$36.3K +1,358 +8%
EWM
720
Evermay Wealth Management
Virginia
$478K – – –
GC
721
Guggenheim Capital
Illinois
$478K -$54K -2,019 -10%
MHS
722
M Holdings Securities
Oregon
$477K +$466K +17,414 New
AC
723
Addison Capital
Pennsylvania
$472K – – –
MW
724
Marcum Wealth
Ohio
$472K +$23.9K +892 +5%
RCAG
725
Rehmann Capital Advisory Group
Michigan
$471K +$3.05K +114 +0.7%
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