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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
801
Buffington Mohr McNeal
Idaho
$575K -$23.1K -695 -4%
ZI
802
ZEGA Investments
Florida
$574K -$146K -4,394 -21%
VCAM
803
Van Cleef Asset Management
Ohio
$572K – – –
DIP
804
Davis Investment Partners
North Carolina
$569K +$2.4K +72 +0.4%
PGH
805
Partners Group Holding
Switzerland
$569K – – –
WAAG
806
Wealth Alliance Advisory Group
Kansas
$567K -$12.4K -372 -2%
AAP
807
Arax Advisory Partners
Colorado
$563K -$26.6K -800 -5%
NB
808
NBT Bank
New York
$563K -$41.6K -1,248 -7%
SIS
809
Sound Income Strategies
Florida
$562K +$220K +6,602 +67%
EAM
810
Empirical Asset Management
Massachusetts
$561K +$4.06K +122 +0.7%
DAM
811
Delta Asset Management
Tennessee
$561K -$5.83K -175 -1%
HR
812
Hardy Reed
Mississippi
$561K +$57K +1,710 +12%
FCCM
813
First City Capital Management
Georgia
$560K +$162K +4,875 +42%
HWM
814
Heirloom Wealth Management
Colorado
$557K – – –
NVIM
815
New Vernon Investment Management
Illinois
$555K -$4.95M -148,705 -90%
OIM
816
Oder Investment Management
California
$555K +$28.8K +864 +6%
MLL
817
Moody Lynn & Lieberson
Massachusetts
$552K +$10.1K +302 +2%
WPP
818
Whalerock Point Partners
Rhode Island
$551K – – –
CP
819
Creekside Partners
California
$546K – – –
BC
820
Burney Company
Virginia
$544K +$10.8K +323 +2%
VR
821
Valued Retirements
Texas
$542K – – –
CFG
822
Citizens Financial Group
Rhode Island
$539K +$13.3K +399 +3%
ACI
823
Alpha Cubed Investments
California
$534K +$13.1K +394 +3%
CAG
824
Crestwood Advisors Group
Massachusetts
$532K – – –
SCTC
825
Sanibel Captiva Trust Company
Florida
$532K -$5.46K -164 -1%
31 32
33
34 35