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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
751
Douglass Winthrop Advisors
New York
$601K +$154K +5,000 +35%
RFA
752
Register Financial Advisors
Georgia
$598K -$7.46K -243 -1%
AIM
753
Allen Investment Management
New York
$595K – – –
MWM
754
Modera Wealth Management
New Jersey
$592K +$11.2K +366 +2%
WAM
755
Walker Asset Management
Missouri
$584K +$20K +652 +4%
AFG
756
Albion Financial Group
Utah
$583K -$3.99K -130 -0.7%
SWA
757
Stratos Wealth Advisors
Ohio
$581K -$2.49K -81 -0.4%
TTWM
758
TCV Trust & Wealth Management
Virginia
$579K – – –
HCM
759
Hodges Capital Management
Texas
$578K – – –
HGA
760
Hobbs Group Advisors
South Carolina
$577K +$140K +4,560 +33%
ERIM
761
Eagle Ridge Investment Management
Connecticut
$575K – – –
PFA
762
Pettinga Financial Advisors
Indiana
$574K -$81.7K -2,659 -13%
JSW
763
Journey Strategic Wealth
New Jersey
$573K +$10.3K +334 +2%
UAS
764
United Asset Strategies
New York
$572K +$7.71K +251 +1%
RMCM
765
Reynders McVeigh Capital Management
Massachusetts
$567K – – –
RWMG
766
Redwood Wealth Management Group
New Jersey
$565K +$2.92K +95 +0.5%
CCWA
767
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$564K – – –
HH
768
HWG Holdings
Texas
$561K – – –
TC
769
TownSquare Capital
Utah
$560K -$186K -6,048 -25%
UCFA
770
United Capital Financial Advisors
Texas
$558K -$302K -9,844 -36%
VCM
771
Violich Capital Management
California
$558K -$23K -750 -4%
SI
772
Saxon Interests
Texas
$557K +$75.5K +2,458 +16%
PJSIMP
773
P.J. Schmidt Investment Management (PJS)
Wisconsin
$557K – – –
NB
774
NBT Bank
New York
$557K – – –
FM
775
Family Management
New York
$553K -$110K -3,593 -17%
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31
32 33