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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
AE Wealth Management
Kansas
$213K +$216K +7,728 New
BWP
802
BSW Wealth Partners
Colorado
$212K -$12.8K -459 -6%
EIM
803
Essex Investment Management
Massachusetts
$212K – – –
SL
804
Summitry LLC
California
$210K -$55.9K -2,000 -21%
RWM
805
Rench Wealth Management
Texas
$210K – – –
SFM
806
Signet Financial Management
New Jersey
$210K +$84 +3 +0%
HCC
807
Hirtle Callaghan & Co
Pennsylvania
$209K +$212K +7,580 New
FCAG
808
First Capital Advisors Group
New Jersey
$208K +$210K +7,520 New
CCFCSB
809
Cape Cod Five Cents Savings Bank
Massachusetts
$207K -$149K -5,345 -42%
FIM
810
Freedom Investment Management
Connecticut
$207K -$54.6K -1,956 -21%
MIM
811
Miller Investment Management
Pennsylvania
$207K – – –
RGIA
812
Rainier Group Investment Advisory
Washington
$207K – – –
PAS
813
Partnervest Advisory Services
California
$205K -$17.5K -627 -8%
WP
814
WealthSource Partners
California
$203K +$205K +7,338 New
BL
815
BCWM LLC
Kansas
$203K +$206K +7,366 New
HPIA
816
Hamilton Point Investment Advisors
North Carolina
$202K +$204K +7,310 New
RHJA
817
Rice Hall James & Associates
California
$201K +$203K +7,280 New
RIA
818
Regal Investment Advisors
Michigan
$200K – – –
FCMC
819
Founders Capital Management (Connecticut)
Connecticut
$195K – – –
AIP
820
Almanack Investment Partners
Pennsylvania
$195K +$197K +7,045 New
IPC
821
Independent Portfolio Consultants
Florida
$193K +$11.3K +405 +6%
ACS
822
Archford Capital Strategies
Illinois
$192K +$57.9K +2,071 +42%
ST
823
Smithfield Trust
Pennsylvania
$188K -$123K -4,400 -39%
TDC
824
Thompson Davis & Co
Virginia
$181K -$19.4K -696 -10%
PG
825
Patten Group
Tennessee
$167K – – –
31 32
33
34 35