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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
801
Jacobi Capital Management
Pennsylvania
$192K +$5.62K +314 +3%
STA
802
Summit Trail Advisors
New York
$191K -$146K -8,174 -44%
TNBTD
803
Trustmark National Bank Trust Department
Mississippi
$191K – – –
GD
804
Grandfield & Dodd
New York
$190K – – –
PWA
805
Physician Wealth Advisors
Utah
$190K +$186K +10,400 New
MA
806
MCF Advisors
Kentucky
$187K -$37.6K -2,104 -17%
FMBTD
807
First Midwest Bank Trust Division
Illinois
$183K -$147K -8,225 -45%
HCM
808
Howland Capital Management
Massachusetts
$182K -$41.1K -2,300 -19%
LWP
809
Legacy Wealth Planning
Nevada
$182K – – –
GC
810
Gilbert & Cook
Iowa
$182K +$179K +10,000 New
AF
811
Advisornet Financial
Minnesota
$181K +$14.8K +830 +9%
WTC
812
WhitTier Trust Company
Nevada
$179K -$63.1K -3,530 -26%
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$179K -$3.88K -217 -2%
BWL
814
Bogart Wealth LLC
Virginia
$170K +$3.45K +193 +2%
BFM
815
Boston Financial Management
Massachusetts
$166K – – –
MCA
816
Mercer Capital Advisers
New Jersey
$165K – – –
CHA
817
Carmichael Hill & Associates
Maryland
$164K – – –
WP
818
WealthSource Partners
California
$163K +$161K +8,986 New
FANJ
819
Financial Architects (New Jersey)
New Jersey
$157K +$3.77K +211 +3%
RG
820
Retirement Group
California
$157K +$154K +8,635 New
PB
821
Pinnacle Bancorp
Nebraska
$156K – – –
LC
822
Lindbrook Capital
California
$154K -$10.3K -575 -6%
AF
823
Allworth Financial
California
$153K +$114K +6,402 +315%
TFA
824
Toth Financial Advisory
Virginia
$150K +$9.16K +512 +7%
APWM
825
Atlas Private Wealth Management
New York
$147K +$340 +19 +0.2%
31 32
33
34 35