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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
726
NorthCoast Asset Management
Connecticut
$250K -$121K -6,787 -33%
KC
727
Kingfisher Capital
North Carolina
$250K +$246K +13,753 New
CG
728
CFO4Life Group
Texas
$249K -$8.53K -477 -3%
NCM
729
Noesis Capital Mangement
Florida
$249K -$5.37K -300 -2%
TIM
730
Tortoise Investment Management
New York
$249K – – –
KFGK
731
Keystone Financial Group (Kentucky)
Kentucky
$249K +$1K +56 +0.4%
LWM
732
Lyell Wealth Management
California
$246K -$154K -8,618 -39%
RWP
733
RWA Wealth Partners
Massachusetts
$246K – – –
KMWM
734
Keudell/Morrison Wealth Management
Oregon
$246K +$15.5K +868 +7%
PCA
735
Personal Capital Advisors
California
$245K -$20.5K -1,149 -8%
FM
736
Family Management
New York
$245K – – –
WAM
737
Weatherly Asset Management
California
$245K +$241K +13,465 New
BMC
738
Beaton Management Company
Massachusetts
$243K +$240K +13,400 New
VFPI
739
Vantage Financial Partners (Illinois)
Illinois
$242K -$21.5K -1,200 -8%
EWM
740
Endurance Wealth Management
Rhode Island
$241K – – –
AII
741
AGF Investments Inc
Ontario, Canada
$238K -$3.95K -221 -2%
CP
742
Camelot Portfolios
Ohio
$237K -$538K -30,098 -70%
PFM
743
Parsec Financial Management
North Carolina
$236K -$7.89K -441 -3%
DLG
744
Daniel L. Goodwin
$236K – – –
GLA
745
Good Life Advisors
Pennsylvania
$235K -$133K -7,420 -36%
AC
746
Asio Capital
Kentucky
$233K -$8.94K -500 -4%
PK
747
Pflug Koory
Nebraska
$233K – – –
SRC
748
Shufro Rose & Co
New York
$232K -$8.94K -500 -4%
PTC
749
Private Trust Company
Ohio
$231K -$71.4K -3,994 -24%
WP
750
WMS Partners
Maryland
$230K -$28.5K -1,593 -11%
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30
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