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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
901
Avity Investment Management
Connecticut
$227K – – –
SF
902
Summit Financial
New Jersey
$226K -$688K -23,634 -92%
SFG
903
StrategIQ Financial Group
Indiana
$225K +$230K +7,886 New
KFA
904
Kelleher Financial Advisors
New York
$224K -$31.1K -1,067 -12%
CA
905
Cumberland Advisors
Florida
$224K – – –
HIM
906
Hotaling Investment Management
Pennsylvania
$223K – – –
BAC
907
Boys Arnold & Co
North Carolina
$222K – – –
HVIA
908
Hudson Valley Investment Advisors
New York
$221K -$2.48K -85 -1%
MSA
909
Marino Stram & Associates
Massachusetts
$221K +$349 +12 +0.2%
BL
910
BCWM LLC
Kansas
$220K – – –
CCM
911
Colorado Capital Management
Colorado
$220K – – –
NFG
912
Next Financial Group
Texas
$218K -$21.3K -733 -9%
BFC
913
Blue Fin Capital
Rhode Island
$218K – – –
BFA
914
Beaumont Financial Advisors
Massachusetts
$218K +$222K +7,611 New
AFM
915
Andesa Financial Management
Pennsylvania
$217K – – –
WFM
916
Wolff Financial Management
Michigan
$217K – – –
FHC
917
First Heartland Consultants
Missouri
$217K +$1.49K +51 +0.7%
WMA
918
Wealth Management Associates
New Jersey
$216K +$6.17K +212 +3%
TNB
919
Thomasville National Bank
Georgia
$216K +$220K +7,551 New
GA
920
GFS Advisors
Texas
$214K – – –
MIM
921
Miller Investment Management
Pennsylvania
$214K – – –
WMC
922
Westwood Management Corporation
Illinois
$214K – – –
FMWA
923
Forvis Mazars Wealth Advisors
Missouri
$211K +$4.8K +165 +2%
PAS
924
Partnervest Advisory Services
California
$209K -$20.2K -693 -9%
HPIA
925
Hamilton Point Investment Advisors
North Carolina
$209K – – –
35 36
37
38 39