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Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Avior Wealth Management
Nebraska
$158K – – –
PWA
927
Phoenix Wealth Advisors
North Carolina
$152K – – –
ETC
928
Exchange Traded Concepts
Oklahoma
$149K +$111K +4,686 +316%
PO
929
Private Ocean
California
$146K -$3.79K -160 -3%
FHC
930
First Horizon Corporation
Tennessee
$145K – – –
COCM
931
Charter Oak Capital Management
New Hampshire
$144K -$11.8K -500 -8%
JFGIW
932
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K +$8K +338 +6%
WLPWM
933
Walled Lake Planning & Wealth Management
Illinois
$140K – – –
GAM
934
Gemmer Asset Management
California
$139K -$4.69K -198 -3%
PG
935
Proffitt & Goodson
Tennessee
$132K – – –
PGAM
936
Princeton Global Asset Management
New Jersey
$132K +$33.4K +1,410 +35%
EFSCE
937
Enterprise Financial Services Corp (EFSC)
Missouri
$130K – – –
AWM
938
Avondale Wealth Management
Texas
$128K – – –
PMAS
939
PNC Managed Account Solutions
Texas
$128K +$125K +5,295 New
HI
940
Hudock Inc
Pennsylvania
$123K +$12.5K +526 +11%
IAS
941
IMA Advisory Services
Colorado
$117K +$2.13K +90 +2%
HH
942
HWG Holdings
Texas
$115K – – –
OC
943
Oakworth Capital
Alabama
$111K -$10.7K -454 -9%
HWA
944
HHM Wealth Advisors
Tennessee
$110K -$2.37K -100 -2%
SQA
945
Simon Quick Advisors
New Jersey
$109K +$59.9K +2,530 +127%
BCA
946
Berman Capital Advisors
Georgia
$108K – – –
HFA
947
HC Financial Advisors
California
$106K – – –
HCM
948
Horrell Capital Management
Arkansas
$106K – – –
TCOV
949
Trust Company of Vermont
Vermont
$100K – – –
GWS
950
Glassman Wealth Services
Virginia
$100K +$1.85K +78 +2%
36 37
38
39 40