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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
826
Allworth Financial
California
$153K +$114K +6,402 +315%
TFA
827
Toth Financial Advisory
Virginia
$150K +$9.16K +512 +7%
APWM
828
Atlas Private Wealth Management
New York
$147K +$340 +19 +0.2%
GI
829
GS Investments
Minnesota
$145K – – –
RWA
830
Ropes Wealth Advisors
Massachusetts
$145K -$35.3K -1,975 -20%
ST
831
Smithfield Trust
Pennsylvania
$140K – – –
PFO
832
Pathstone Family Office
New Jersey
$137K -$13.5K -757 -9%
BWM
833
BerganKDV Wealth Management
Minnesota
$136K -$10.7K -600 -7%
CAC
834
Certified Advisory Corp
Florida
$133K -$2.88K -161 -2%
JG
835
Jefferies Group
New York
$133K +$815K +45,595 New
WB
836
West Bancorporation
Iowa
$132K – – –
CFG
837
CKW Financial Group
Hawaii
$129K – – –
HFA
838
HC Financial Advisors
California
$123K -$34.2K -1,911 -22%
AP
839
Atwood & Palmer
Missouri
$122K – – –
SIAP
840
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$121K +$2.63K +147 +2%
ARMC
841
American Research & Management Company
Massachusetts
$121K +$10.7K +600 +10%
FMP
842
Financial Management Professionals
Texas
$119K +$42.8K +2,396 +58%
BFEC
843
Benjamin F. Edwards & Company
Missouri
$117K -$45.2K -2,525 -28%
PWP
844
Principle Wealth Partners
Connecticut
$117K +$115K +6,446 New
CAL
845
Capital Advisors Ltd
Ohio
$113K +$536 +30 +0.5%
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K – – –
GAM
847
Gemmer Asset Management
California
$105K +$54 +3 +0.1%
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$98K – – –
AWM
849
Avondale Wealth Management
Texas
$96K – – –
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K – – –
32 33
34
35 36