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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
726
Clifford Swan Investment Counsel
California
$559K -$58.4K -2,000 -9%
AIM
727
Allen Investment Management
New York
$553K +$555K +18,987 New
DWT
728
Dorsey & Whitney Trust
South Dakota
$549K +$33.8K +1,156 +7%
DIP
729
Davis Investment Partners
North Carolina
$549K +$2.31K +79 +0.4%
WCA
730
Westover Capital Advisors
Delaware
$546K – – –
AFG
731
Albion Financial Group
Utah
$545K – – –
SWA
732
Stratos Wealth Advisors
Ohio
$542K +$20.2K +692 +4%
FG
733
Fairman Group
Pennsylvania
$541K +$70.6K +2,416 +15%
DJSG
734
D.J. St. Germain
Massachusetts
$541K – – –
VCM
735
Violich Capital Management
California
$540K +$17.5K +600 +3%
MWM
736
Modera Wealth Management
New Jersey
$539K +$23.4K +800 +5%
TTWM
737
TCV Trust & Wealth Management
Virginia
$537K – – –
HCM
738
Hodges Capital Management
Texas
$536K – – –
ERIM
739
Eagle Ridge Investment Management
Connecticut
$534K – – –
CD
740
Chapin Davis
Maryland
$533K -$12.2K -419 -2%
CWM
741
Collaborative Wealth Management
Florida
$531K +$11.7K +400 +2%
TAM
742
Tocqueville Asset Management
New York
$529K – – –
JIP
743
Jaffetilchin Investment Partners
Florida
$529K +$7.74K +265 +1%
AAS
744
Asset Allocation Strategies
Michigan
$529K +$86.5K +2,963 +19%
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$527K -$21.9K -750 -4%
BPWM
746
Badgley Phelps Wealth Managers
Washington
$527K +$529K +18,101 New
BCA
747
Bay Colony Advisors
Massachusetts
$526K +$7.54K +258 +1%
CCWA
748
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$524K -$20.4K -700 -4%
UAS
749
United Asset Strategies
New York
$523K +$7.89K +270 +2%
WAM
750
Walker Asset Management
Missouri
$523K +$9.23K +316 +2%
28 29
30
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