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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
726
Brighton Jones LLC
Washington
$332K +$55.3K +1,913 +20%
CM
727
CoreCommodity Management
Connecticut
$329K -$4.45K -154 -1%
SNT
728
Security National Trust
West Virginia
$329K – – –
VHAM
729
Van Hulzen Asset Management
California
$328K – – –
ACM
730
Azimuth Capital Management
Michigan
$325K -$2.02K -70 -0.6%
FHB
731
First Hawaiian Bank
Hawaii
$323K +$325K +11,248 New
PC
732
Palo Capital
California
$322K -$80.9K -2,800 -20%
AWM
733
AllSquare Wealth Management
New York
$319K – – –
GT
734
Glenview Trust
Kentucky
$319K – – –
PAM
735
Private Asset Management
California
$318K – – –
VAM
736
Verity Asset Management
North Carolina
$317K -$275K -9,517 -46%
CAM
737
Carret Asset Management
New York
$317K -$11.6K -400 -4%
CA
738
Clearstead Advisors
Ohio
$317K – – –
PAM
739
Peak Asset Management
Colorado
$310K -$13K -450 -4%
KF
740
Krilogy Financial
Missouri
$310K -$6.53K -226 -2%
WPSG
741
Wealth & Pension Services Group
Georgia
$310K +$4.68K +162 +2%
BCWM
742
Bartlett & Co Wealth Management
Ohio
$308K +$22.1K +764 +8%
BC
743
Bartlett & Co
Ohio
$308K +$22.1K +764 +8%
FCI
744
Financial Counselors Inc
Kansas
$307K +$5.14K +178 +2%
MSR
745
Main Street Research
Connecticut
$307K +$309K +10,680 New
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$305K +$161K +5,561 +110%
BG
747
Bahl & Gaynor
Ohio
$304K – – –
BCWM
748
Blue Chip Wealth Management
Florida
$303K – – –
FAG
749
Financial Advisory Group
Texas
$303K – – –
SFG
750
Summit Financial Group
West Virginia
$302K -$277K -9,600 -48%
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