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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Carret Asset Management
New York
$204K -$4.11K -183 -2%
ACP
902
Aviance Capital Partners
Florida
$204K +$208K +9,275 New
PC
903
Port Capital
Illinois
$203K – – –
SL
904
Summitry LLC
California
$200K +$204K +9,110 New
SAM
905
S.A. Mason
Michigan
$198K -$31.1K -1,385 -13%
ONST
906
Old North State Trust
North Carolina
$197K – – –
CAL
907
Capital Advisors Ltd
Ohio
$195K +$1.03K +46 +0.5%
FFWM
908
Future Financial Wealth Management
Ohio
$191K +$189K +8,438 New
PB
909
Pinnacle Bancorp
Nebraska
$189K – – –
ST
910
Smithfield Trust
Pennsylvania
$183K – – –
CHA
911
Carmichael Hill & Associates
Maryland
$182K +$11.2K +500 +6%
SWA
912
SOA Wealth Advisors
New York
$181K -$36.3K -1,619 -16%
ARMC
913
American Research & Management Company
Massachusetts
$181K +$30.3K +1,350 +20%
FA
914
Financial Avengers
California
$180K +$6.73K +300 +4%
GI
915
GS Investments
Minnesota
$176K – – –
CHC
916
City Holding Co
West Virginia
$174K +$73.5K +3,275 +85%
WTC
917
WhitTier Trust Company
Nevada
$162K – – –
CFG
918
CKW Financial Group
Hawaii
$160K – – –
RWA
919
RGT Wealth Advisors
Texas
$160K +$163K +7,263 New
WB
920
West Bancorporation
Iowa
$159K +$162K +7,240 New
MA
921
Montag & Associates
Georgia
$158K -$349K -15,540 -68%
BC
922
Barnett & Company
Tennessee
$155K – – –
ATC
923
Adirondack Trust Company
New York
$154K – – –
AWM
924
Accel Wealth Management
Iowa
$150K -$11.4K -507 -7%
TIM
925
Tevis Investment Management
Texas
$150K +$152K +6,792 New
35 36
37
38 39