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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
MONECO Advisors
Connecticut
$502K +$28K +1,046 +6%
IAN
702
Integrated Advisors Network
Texas
$502K -$134K -5,003 -21%
FNBT
703
FineMark National Bank & Trust
Florida
$502K -$12.4K -464 -2%
WAM
704
Weinberger Asset Management
California
$500K – – –
BWP
705
BSW Wealth Partners
Colorado
$496K +$2.7K +101 +0.6%
CA
706
Cornerstone Advisory
Maryland
$495K +$166K +6,192 +52%
VF
707
Virtu Financial
New York
$495K +$43.4K +1,622 +10%
WWM
708
Western Wealth Management
Colorado
$494K +$197K +7,377 +69%
AMG
709
Advisors Management Group
Wisconsin
$491K -$17.1K -639 -3%
PJSIMP
710
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K – – –
GIM
711
Groesbeck Investment Management
New Jersey
$488K +$42K +1,571 +10%
PP
712
Patten & Patten
Tennessee
$488K +$21K +786 +5%
EP
713
Eudaimonia Partners
Tennessee
$485K -$3.1K -116 -0.7%
CAG
714
Crestwood Advisors Group
Massachusetts
$484K +$473K +17,699 New
SFC
715
Strategic Financial Concepts
Texas
$482K -$51.2K -1,914 -10%
CH
716
Canton Hathaway
Rhode Island
$482K – – –
VCM
717
Violich Capital Management
California
$480K – – –
FG
718
Fiduciary Group
Georgia
$479K +$36.3K +1,358 +8%
EWM
719
Evermay Wealth Management
Virginia
$478K – – –
GC
720
Guggenheim Capital
Illinois
$478K -$54K -2,019 -10%
MHS
721
M Holdings Securities
Oregon
$477K +$466K +17,414 New
AC
722
Addison Capital
Pennsylvania
$472K – – –
MW
723
Marcum Wealth
Ohio
$472K +$23.9K +892 +5%
RCAG
724
Rehmann Capital Advisory Group
Michigan
$471K +$3.05K +114 +0.7%
CCG
725
Cypress Capital Group
Florida
$467K -$48.1K -1,800 -10%
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