We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$82K – – –
CCM
1002
Copeland Capital Management
Pennsylvania
$80K -$26.2K -900 -24%
AM
1003
Atwater Malick
Pennsylvania
$80K +$81K +2,782 New
HIM
1004
Hillsdale Investment Management
Ontario, Canada
$80K +$81.5K +2,800 New
QCG
1005
Quadrant Capital Group
Ohio
$79K -$3.93K -135 -5%
MSFP
1006
Mark Sheptoff Financial Planning
Connecticut
$77K -$500K -17,175 -86%
CFG
1007
Citizens Financial Group
Rhode Island
$77K +$5.91K +203 +8%
SNT
1008
Security National Trust
West Virginia
$74K -$102K -3,500 -57%
CI
1009
CX Institutional
Indiana
$71K – – –
AJ
1010
Ashburton (Jersey)
Jersey
$62K – – –
AIM
1011
Advantage Investment Management
Iowa
$61K – – –
GCM
1012
Gables Capital Management
Florida
$57K – – –
LIA
1013
LS Investment Advisors
Michigan
$57K – – –
MCM
1014
MV Capital Management
Maryland
$57K – – –
AF
1015
Allworth Financial
California
$57K +$57.9K +1,987 New
FFC
1016
First Financial Corp
Indiana
$56K – – –
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$54K -$58K -1,992 -51%
THWM
1018
Taylor Hoffman Wealth Management
Virginia
$53K +$54.3K +1,866 New
FCA
1019
FinTrust Capital Advisors
South Carolina
$51K -$17.5K -600 -25%
CWM
1020
Cedar Wealth Management
California
$50K – – –
CIM
1021
Centersquare Investment Management
Pennsylvania
$50K +$16.9K +580 +50%
AIL
1022
AGF Investments LLC
Ontario, Canada
$47K – – –
QI
1023
QS Investors
New York
$47K – – –
ST
1024
Sageworth Trust
Pennsylvania
$46K – – –
PFO
1025
Pathstone Family Office
New Jersey
$46K +$47.3K +1,625 New
39 40
41
42 43