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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
726
JFG Wealth Management
Colorado
$636K – – –
JPMIA
727
J.P. Marvel Investment Advisors
Massachusetts
$635K – – –
AAS
728
Asset Allocation Strategies
Michigan
$634K +$34K +1,106 +6%
DWT
729
Dorsey & Whitney Trust
South Dakota
$634K +$41.7K +1,357 +7%
RBC
730
Romano Brothers & Co
Illinois
$634K +$6.42K +209 +1%
MCA
731
MSH Capital Advisors
Arizona
$632K +$102K +3,313 +20%
LCM
732
Liberty Capital Management
Michigan
$629K – – –
TAM
733
Townsend Asset Management
North Carolina
$628K +$9.86K +321 +2%
PWM
734
PBMares Wealth Management
Virginia
$628K +$615K +20,013 New
EFA
735
Evernest Financial Advisors
Indiana
$627K +$614K +20,000 New
BCA
736
Bay Colony Advisors
Massachusetts
$627K +$58.8K +1,913 +11%
JCM
737
Jacobi Capital Management
Pennsylvania
$627K -$48.9K -1,592 -7%
PA
738
PSI Advisors
Florida
$625K -$21.5K -700 -3%
GIM
739
Groesbeck Investment Management
New Jersey
$622K +$609K +19,820 New
1L
740
10Elms LLP
Oklahoma
$621K +$609K +19,818 New
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$618K +$154K +5,000 +34%
KWMG
742
King Wealth Management Group
Florida
$618K +$5.5K +179 +0.9%
GIA
743
Gladstone Institutional Advisory
Florida
$618K -$22.6K -737 -4%
SCA
744
Sippican Capital Advisors
Massachusetts
$616K – – –
CTA
745
Chesley Taft & Associates
Illinois
$615K +$203K +6,600 +51%
FFM
746
Forum Financial Management
Illinois
$607K -$276K -8,994 -32%
FHA
747
First Horizon Advisors
Tennessee
$603K – – –
CSIC
748
Clifford Swan Investment Counsel
California
$603K – – –
EWM
749
Empirical Wealth Management
Washington
$602K +$146K +4,750 +33%
DIP
750
Davis Investment Partners
North Carolina
$601K +$2.33K +76 +0.4%
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