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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
801
Sage Advisors
Colorado
$564K -$186K -5,883 -25%
ST
802
Smithfield Trust
Pennsylvania
$561K – – –
RWMG
803
Redwood Wealth Management Group
New Jersey
$560K -$29.3K -926 -5%
MWM
804
Modera Wealth Management
New Jersey
$559K – – –
KF
805
Krilogy Financial
Missouri
$559K -$9.49K -300 -2%
NSIM
806
North Star Investment Management
Illinois
$558K -$111K -3,511 -17%
PPC
807
Pennington Partners & Co
Maryland
$557K – – –
MLL
808
Moody Lynn & Lieberson
Massachusetts
$554K +$17.4K +550 +3%
BCI
809
Brinker Capital Investments
Pennsylvania
$554K +$53.2K +1,681 +11%
GAM
810
Gould Asset Management
California
$554K -$190 -6 -0%
PA
811
PSI Advisors
Florida
$552K – – –
AUB
812
Atlantic Union Bankshares
Virginia
$551K -$338K -10,681 -38%
PWP
813
Perfromance Wealth Partners
Illinois
$550K -$198K -6,252 -27%
SWM
814
Salvus Wealth Management
New Jersey
$547K +$63 +2 +0%
FCM
815
Fourpath Capital Management
Oklahoma
$545K – – –
FNBT
816
FineMark National Bank & Trust
Florida
$545K -$246K -7,765 -31%
WFA
817
WJ Financial Advisors
Connecticut
$543K – – –
EAM
818
Empirical Asset Management
Massachusetts
$542K +$190 +6 +0%
RMCM
819
Reynders McVeigh Capital Management
Massachusetts
$542K +$25.3K +800 +5%
WAM
820
Weinberger Asset Management
California
$542K – – –
ACP
821
Aviance Capital Partners
Florida
$538K +$79.1K +2,502 +18%
FAM
822
Fulcrum Asset Management
United Kingdom
$537K +$73.4K +2,320 +16%
MWM
823
Meridian Wealth Management
Kentucky
$535K +$87.2K +2,759 +20%
NCM
824
Narwhal Capital Management
Georgia
$532K – – –
HIA
825
Harbor Investment Advisory
Maryland
$532K -$696 -22 -0.1%
31 32
33
34 35