| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EPD Share Count |
|---|
| Sanders Morris Harris LLC |
8,816 |
548,888 |
+540,072 |
+6126.04% |
| Financial Management Professionals Inc. |
2,693 |
36,352 |
+33,659 |
+1249.87% |
| American National Bank |
1,852 |
20,469 |
+18,617 |
+1005.24% |
| Wealthcare Advisory Partners LLC |
11,138 |
68,076 |
+56,938 |
+511.20% |
| Cutler Group LP |
55 |
189 |
+134 |
+243.64% |
| GP Brinson Investments LLC |
271,463 |
743,733 |
+472,270 |
+173.97% |
| Private Ocean LLC |
5,894 |
15,609 |
+9,715 |
+164.83% |
| IAG Wealth Partners LLC |
904 |
1,904 |
+1,000 |
+110.62% |
| Inscription Capital LLC |
316,164 |
619,622 |
+303,458 |
+95.98% |
| Kessler Investment Group LLC |
6,894 |
12,871 |
+5,977 |
+86.70% |
| Wesbanco Bank Inc. |
18,993 |
35,033 |
+16,040 |
+84.45% |
| Private Trust Co. NA |
12,691 |
21,949 |
+9,258 |
+72.95% |
| Applied Capital LLC FL |
21,852 |
36,401 |
+14,549 |
+66.58% |
| Aviance Capital Partners LLC |
9,675 |
14,675 |
+5,000 |
+51.68% |
| Cyndeo Wealth Partners LLC |
73,684 |
105,832 |
+32,148 |
+43.63% |
| Stablepoint Partners LLC |
23,738 |
32,418 |
+8,680 |
+36.57% |
| Allworth Financial LP |
11,946 |
15,979 |
+4,033 |
+33.76% |
| Sunbelt Securities Inc. |
153,382 |
201,683 |
+48,301 |
+31.49% |
| Douglas Lane & Associates LLC |
15,388 |
19,604 |
+4,216 |
+27.40% |
| Welch Group LLC |
10,226 |
12,863 |
+2,637 |
+25.79% |
| Lakewood Asset Management LLC |
41,159 |
51,167 |
+10,008 |
+24.32% |
| American Institute for Advanced Investment Management LLP |
11,830 |
14,280 |
+2,450 |
+20.71% |
| Evanson Asset Management LLC |
67,937 |
79,360 |
+11,423 |
+16.81% |
| Dynamic Advisor Solutions LLC |
80,147 |
92,503 |
+12,356 |
+15.42% |
| Sovereign Financial Group Inc. |
9,544 |
10,986 |
+1,442 |
+15.11% |
| GraniteShares Advisors LLC |
56,086 |
64,262 |
+8,176 |
+14.58% |
| Stratos Wealth Advisors LLC |
20,577 |
23,287 |
+2,710 |
+13.17% |
| CFM Wealth Partners LLC |
141,892 |
160,250 |
+18,358 |
+12.94% |
| Ipswich Investment Management Co. Inc. |
20,627 |
23,127 |
+2,500 |
+12.12% |
| Pasadena Private Wealth LLC |
25,547 |
28,515 |
+2,968 |
+11.62% |
| Alpha Cubed Investments LLC |
13,473 |
14,994 |
+1,521 |
+11.29% |
| BSW Wealth Partners |
18,237 |
20,188 |
+1,951 |
+10.70% |
| Ausdal Financial Partners Inc. |
47,717 |
52,488 |
+4,771 |
+10.00% |
| CWM LLC |
43,513 |
47,820 |
+4,307 |
+9.90% |
| Tritonpoint Wealth LLC |
101,730 |
111,638 |
+9,908 |
+9.74% |
| Fifth Third Bancorp |
24,932 |
27,157 |
+2,225 |
+8.92% |
| Hexagon Capital Partners LLC |
5,325 |
5,746 |
+421 |
+7.91% |
| Tyche Wealth Partners LLC |
30,501 |
32,870 |
+2,369 |
+7.77% |
| Red Door Wealth Management LLC |
46,546 |
49,989 |
+3,443 |
+7.40% |
| Charles Schwab Trust Co |
65,518 |
69,900 |
+4,382 |
+6.69% |
| CENTRAL TRUST Co |
29,309 |
31,257 |
+1,948 |
+6.65% |
| Steele Capital Management Inc. |
17,242 |
18,347 |
+1,105 |
+6.41% |
| Patrick M Sweeney & Associates Inc. |
8,992 |
9,542 |
+550 |
+6.12% |
| Essex Financial Services Inc. |
22,717 |
23,773 |
+1,056 |
+4.65% |
| Chicago Partners Investment Group LLC |
1,691,617 |
1,766,997 |
+75,380 |
+4.46% |
| Patten Group Inc. |
46,293 |
48,082 |
+1,789 |
+3.86% |
| Grandview Asset Management LLC |
12,862 |
13,340 |
+478 |
+3.72% |
| Albert D Mason Inc. |
51,814 |
53,656 |
+1,842 |
+3.56% |
| Wealth Enhancement Advisory Services LLC |
881,431 |
910,198 |
+28,767 |
+3.26% |
| Childress Capital Advisors LLC |
168,728 |
173,978 |
+5,250 |
+3.11% |
| Capital Investment Advisory Services LLC |
43,796 |
45,070 |
+1,274 |
+2.91% |
| Grimes & Company Inc. |
10,258 |
10,543 |
+285 |
+2.78% |
| Stockman Wealth Management Inc. |
32,365 |
33,265 |
+900 |
+2.78% |
| Meridian Wealth Management LLC |
10,989 |
11,289 |
+300 |
+2.73% |
| ST Germain D J Co. Inc. |
19,709 |
20,200 |
+491 |
+2.49% |
| Moody National Bank Trust Division |
88,806 |
90,932 |
+2,126 |
+2.39% |
| Miller Howard Investments Inc. NY |
3,151,419 |
3,220,815 |
+69,396 |
+2.20% |
| Allspring Global Investments Holdings LLC |
2,591 |
2,647 |
+56 |
+2.16% |
| Covenant Asset Management LLC |
65,864 |
67,229 |
+1,365 |
+2.07% |
| Sweet Financial Partners LLC |
40,725 |
41,564 |
+839 |
+2.06% |
| Burkett Financial Services LLC |
1,065 |
1,086 |
+21 |
+1.97% |
| Financial Freedom LLC |
1,702 |
1,735 |
+33 |
+1.94% |
| Versant Capital Management Inc |
3,010 |
3,068 |
+58 |
+1.93% |
| Gleason Group Inc. |
1,918 |
1,955 |
+37 |
+1.93% |
| Oak Family Advisors LLC |
178,535 |
181,968 |
+3,433 |
+1.92% |
| Natixis Advisors L.P. |
11,933 |
12,161 |
+228 |
+1.91% |
| Eaton Financial Holdings Company LLC |
34,738 |
35,401 |
+663 |
+1.91% |
| Objectivity Squared LLC |
40,312 |
41,083 |
+771 |
+1.91% |
| Allen Capital Group LLC |
14,253 |
14,524 |
+271 |
+1.90% |
| Powell Investment Advisors LLC |
7,695 |
7,841 |
+146 |
+1.90% |
| Ellsworth Advisors LLC |
21,173 |
21,576 |
+403 |
+1.90% |
| Dechtman Wealth Management LLC |
9,628 |
9,811 |
+183 |
+1.90% |
| Walker Asset Management LLC |
17,028 |
17,348 |
+320 |
+1.88% |
| Southland Equity Partners LLC |
9,299 |
9,472 |
+173 |
+1.86% |
| Next Level Private LLC |
13,707 |
13,956 |
+249 |
+1.82% |
| Veracity Capital LLC |
37,842 |
38,461 |
+619 |
+1.64% |
| Zimmermann Investment Management & Planning LLC |
7,846 |
7,973 |
+127 |
+1.62% |
| Howard Financial Services LTD. |
86,304 |
87,675 |
+1,371 |
+1.59% |
| Maryland State Retirement & Pension System |
1,223,829 |
1,243,275 |
+19,446 |
+1.59% |
| Silver Lake Advisory LLC |
44,776 |
45,471 |
+695 |
+1.55% |
| NorthCrest Asset Manangement LLC |
458,947 |
465,555 |
+6,608 |
+1.44% |
| Harbor Investment Advisory LLC |
14,305 |
14,505 |
+200 |
+1.40% |
| Walnut Private Equity Partners LLC |
672,000 |
681,000 |
+9,000 |
+1.34% |
| Callahan Advisors LLC |
17,629 |
17,856 |
+227 |
+1.29% |
| Cambridge Investment Research Advisors Inc. |
529,375 |
535,994 |
+6,619 |
+1.25% |
| Arkfeld Wealth Strategies L.L.C. |
11,538 |
11,679 |
+141 |
+1.22% |
| Penn Davis Mcfarland Inc. |
1,197,182 |
1,211,705 |
+14,523 |
+1.21% |
| SignalPoint Asset Management LLC |
14,980 |
15,159 |
+179 |
+1.19% |
| Lindbrook Capital LLC |
70,843 |
71,630 |
+787 |
+1.11% |
| Morton Capital Management LLC CA |
21,791 |
22,023 |
+232 |
+1.06% |
| Ellenbecker Investment Group |
26,353 |
26,606 |
+253 |
+0.96% |
| Raymond James & Associates |
4,306,715 |
4,346,314 |
+39,599 |
+0.92% |
| E&G Advisors LP |
51,631 |
52,104 |
+473 |
+0.92% |
| Powers Advisory Group LLC |
21,075 |
21,268 |
+193 |
+0.92% |
| Patriot Investment Management Inc. |
22,285 |
22,486 |
+201 |
+0.90% |
| Clarity Financial LLC |
9,940 |
10,019 |
+79 |
+0.79% |
| Brown Advisory Inc. |
175,222 |
176,586 |
+1,364 |
+0.78% |
| Raymond James Financial Services Advisors Inc. |
2,397,832 |
2,416,503 |
+18,671 |
+0.78% |
| Edmp Inc. |
73,997 |
74,510 |
+513 |
+0.69% |
| Bogart Wealth LLC |
40,478 |
40,745 |
+267 |
+0.66% |
| Toth Financial Advisory Corp |
12,294 |
12,357 |
+63 |
+0.51% |
| SOA Wealth Advisors LLC. |
9,692 |
9,736 |
+44 |
+0.45% |
| MADDEN SECURITIES Corp |
64,293 |
64,573 |
+280 |
+0.44% |
| Davis Investment Partners LLC |
18,382 |
18,463 |
+81 |
+0.44% |
| Jeppson Wealth Management LLC |
12,851 |
12,901 |
+50 |
+0.39% |
| Stonegate Investment Group LLC |
10,184 |
10,222 |
+38 |
+0.37% |
| Hartford Financial Management Inc. |
32,645 |
32,745 |
+100 |
+0.31% |
| SJS Investment Consulting Inc. |
685 |
687 |
+2 |
+0.29% |
| LexAurum Advisors LLC |
9,999 |
10,023 |
+24 |
+0.24% |
| WFA Asset Management Corp |
8,640 |
8,660 |
+20 |
+0.23% |
| Silvia Mccoll Wealth Management LLC |
20,822 |
20,862 |
+40 |
+0.19% |
| Allen Mooney & Barnes Investment Advisors LLC |
354,240 |
354,916 |
+676 |
+0.19% |
| Fortitude Family Office LLC |
15,899 |
15,927 |
+28 |
+0.18% |
| Cushing Asset Management LP |
1,767,179 |
1,770,179 |
+3,000 |
+0.17% |
| Cornell Pochily Investment Advisors Inc. |
14,146 |
14,167 |
+21 |
+0.15% |
| Ellis Investment Partners LLC |
22,795 |
22,829 |
+34 |
+0.15% |
| Barrett & Company Inc. |
4,187 |
4,190 |
+3 |
+0.07% |
| Buffington Mohr McNeal |
8,488 |
8,494 |
+6 |
+0.07% |
| Brown Miller Wealth Management LLC |
20,770 |
20,785 |
+15 |
+0.07% |
| CVA Family Office LLC |
10,850 |
10,856 |
+6 |
+0.06% |
| AlphaMark Advisors LLC |
2,839 |
2,840 |
+1 |
+0.04% |
| McElhenny Sheffield Capital Management LLC |
46,620 |
46,637 |
+17 |
+0.04% |
| Beach Investment Counsel Inc. PA |
2,307,189 |
2,307,989 |
+800 |
+0.03% |
| Modus Advisors LLC |
19,445 |
19,451 |
+6 |
+0.03% |
| Salvus Wealth Management LLC |
17,044 |
17,047 |
+3 |
+0.02% |
| 13F Filers Reporting New Positions In EPD |
|---|
| Gillespie Robinson & Grimm Inc. |
0 |
54,387 |
+54,387 |
+100% |
| Matthew Goff Investment Advisor LLC |
0 |
7,350 |
+7,350 |
+100% |
| Park Avenue Securities LLC |
0 |
32,577 |
+32,577 |
+100% |
| Villere ST Denis J & Co. LLC |
0 |
7,402 |
+7,402 |
+100% |
| Greylin Investment Mangement Inc. |
0 |
7,240 |
+7,240 |
+100% |
| Overbrook Management Corp |
0 |
39,577 |
+39,577 |
+100% |
| Phillips Financial Management LLC |
0 |
8,380 |
+8,380 |
+100% |
| Diversified Investment Strategies LLC |
0 |
7,405 |
+7,405 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
444,955 |
+444,955 |
+100% |
| Barry Investment Advisors LLC |
0 |
7,089 |
+7,089 |
+100% |
| True North Advisors LLC |
0 |
110,068 |
+110,068 |
+100% |
| Sugarloaf Wealth Management LLC |
0 |
19 |
+19 |
+100% |
| Canal Capital Management LLC |
0 |
7,115 |
+7,115 |
+100% |
| Verdence Capital Advisors LLC |
0 |
8,864 |
+8,864 |
+100% |
| Main Street Financial Solutions LLC |
0 |
7,960 |
+7,960 |
+100% |
| Summit Financial LLC |
0 |
18,277 |
+18,277 |
+100% |
| Detalus Advisors LLC |
0 |
15,345 |
+15,345 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
33,975 |
+33,975 |
+100% |
| Cadent Capital Advisors LLC |
0 |
7,648 |
+7,648 |
+100% |
| Satovsky Asset Management LLC |
0 |
7,097 |
+7,097 |
+100% |
| Charter Oak Capital Management LLC |
0 |
8,415 |
+8,415 |
+100% |
| Sage Mountain Advisors LLC |
0 |
27,017 |
+27,017 |
+100% |
| 4Thought Financial Group Inc. |
0 |
0 |
UNCH |
100% |
| West Financial Advisors LLC |
0 |
14 |
+14 |
+100% |
| MBL Wealth LLC |
0 |
7,220 |
+7,220 |
+100% |
| Alliance Wealth Advisors LLC |
0 |
7,479 |
+7,479 |
+100% |
| Strategic Financial Concepts LLC |
0 |
17,608 |
+17,608 |
+100% |
| Carmel Capital Partners LLC |
0 |
7,089 |
+7,089 |
+100% |
| Henrickson Nauta Wealth Advisors Inc. |
0 |
7,513 |
+7,513 |
+100% |
| Regatta Capital Group LLC |
0 |
7,036 |
+7,036 |
+100% |
| Simplicity Wealth LLC |
0 |
20,849 |
+20,849 |
+100% |
| Stephens Consulting LLC |
0 |
1,000 |
+1,000 |
+100% |
| Milestone Asset Management LLC |
0 |
18,135 |
+18,135 |
+100% |
| PFG Investments LLC |
0 |
108,605 |
+108,605 |
+100% |
| Kingswood Wealth Advisors LLC |
0 |
17,466 |
+17,466 |
+100% |
| Rappaport Reiches Capital Management LLC |
0 |
24,569 |
+24,569 |
+100% |
| Norden Group LLC |
0 |
20,097 |
+20,097 |
+100% |
| Madison Park Capital Advisors LLC |
0 |
7,200 |
+7,200 |
+100% |
| Accordant Advisory Group Inc |
0 |
896 |
+896 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Romano Brothers AND Company |
20,008 |
20,008 |
UNCH |
0.00% |
| First Financialcorp IN |
6,349 |
6,349 |
UNCH |
0.00% |
| City Holding Co. |
2,410 |
2,410 |
UNCH |
0.00% |
| Anderson Hoagland & Co. |
7,720 |
7,720 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
6,174 |
6,174 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
2,500 |
2,500 |
UNCH |
0.00% |
| Moody Lynn & Lieberson LLC |
15,070 |
15,070 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
60,945 |
60,945 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
140,013 |
140,013 |
UNCH |
0.00% |
| Norwood Financial Corp |
394 |
394 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
11,141 |
11,141 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
12,960 |
12,960 |
UNCH |
0.00% |
| Vaughan Nelson Investment Management L.P. |
55,760 |
55,760 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
21,218 |
21,218 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
6,700 |
6,700 |
UNCH |
0.00% |
| Adirondack Trust Co. |
7,011 |
7,011 |
UNCH |
0.00% |
| Albion Financial Group UT |
18,582 |
18,582 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
2,200 |
2,200 |
UNCH |
0.00% |
| Shikiar Asset Management Inc. |
8,500 |
8,500 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
8,100 |
8,100 |
UNCH |
0.00% |
| Proffitt & Goodson Inc. |
4,848 |
4,848 |
UNCH |
0.00% |
| First Community Trust NA |
4,960 |
4,960 |
UNCH |
0.00% |
| Muhlenkamp & Co. Inc. |
24,855 |
24,855 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
18,450 |
18,450 |
UNCH |
0.00% |
| Hennessy Advisors Inc. |
266,400 |
266,400 |
UNCH |
0.00% |
| Country Trust Bank |
825 |
825 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
9,535 |
9,535 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
11,527 |
11,527 |
UNCH |
0.00% |
| Canal Insurance CO |
100,000 |
100,000 |
UNCH |
0.00% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
12,512 |
12,512 |
UNCH |
0.00% |
| Bangor Savings Bank |
192 |
192 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
3,779 |
3,779 |
UNCH |
0.00% |
| Liberty Capital Management Inc. |
20,054 |
20,054 |
UNCH |
0.00% |
| BCM Advisors LLC |
122,984 |
122,984 |
UNCH |
0.00% |
| Merrion Investment Management Co LLC |
23,940 |
23,940 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
2,500 |
2,500 |
UNCH |
0.00% |
| Adams Asset Advisors LLC |
244,228 |
244,228 |
UNCH |
0.00% |
| Atlas Brown Inc. |
16,690 |
16,690 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
3,200 |
3,200 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
5,307 |
5,307 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| GFS Advisors LLC |
50,000 |
50,000 |
UNCH |
0.00% |
| Northwest Investment Counselors LLC |
8,125 |
8,125 |
UNCH |
0.00% |
| Eagle Ridge Investment Management |
21,034 |
21,034 |
UNCH |
0.00% |
| Private Harbour Investment Management & Counsel LLC |
11,975 |
11,975 |
UNCH |
0.00% |
| Sumitomo Mitsui Trust Holdings Inc. |
101,000 |
101,000 |
UNCH |
0.00% |
| Asset Dedication LLC |
39,359 |
39,359 |
UNCH |
0.00% |
| Timber Creek Capital Management LLC |
1,500 |
1,500 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
700 |
700 |
UNCH |
0.00% |
| F&V Capital Management LLC |
53,959 |
53,959 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
900 |
900 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
3,200 |
3,200 |
UNCH |
0.00% |
| Checchi Capital Advisers LLC |
10,500 |
10,500 |
UNCH |
0.00% |
| R.H. Dinel Investment Counsel Inc. |
52,350 |
52,350 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
3,100 |
3,100 |
UNCH |
0.00% |
| Stanley Laman Group Ltd. |
11,204 |
11,204 |
UNCH |
0.00% |
| MCF Advisors LLC |
10,308 |
10,308 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
48,518 |
48,518 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
292 |
292 |
UNCH |
0.00% |
| Grassi Investment Management |
41,200 |
41,200 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
8,368 |
8,368 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
2,981 |
2,981 |
UNCH |
0.00% |
| Pegasus Partners Ltd. |
21,123 |
21,123 |
UNCH |
0.00% |
| First PREMIER Bank |
772 |
772 |
UNCH |
0.00% |
| Colorado Capital Management Inc. |
7,460 |
7,460 |
UNCH |
0.00% |
| Home Federal Bank of Tennessee |
27,610 |
27,610 |
UNCH |
0.00% |
| Oliver Luxxe Assets LLC |
323,777 |
323,777 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
4,800 |
4,800 |
UNCH |
0.00% |
| Bristlecone Advisors LLC |
12,976 |
12,976 |
UNCH |
0.00% |
| Cascade Investment Advisors Inc. |
22,626 |
22,626 |
UNCH |
0.00% |
| Transform Wealth LLC |
49,288 |
49,288 |
UNCH |
0.00% |
| Summit Trail Advisors LLC |
9,706 |
9,706 |
UNCH |
0.00% |
| Pinnacle Bank |
7,940 |
7,940 |
UNCH |
0.00% |
| Founders Capital Management |
10,919 |
10,919 |
UNCH |
0.00% |
| Sawyer & Company Inc |
5,900 |
5,900 |
UNCH |
0.00% |
| Fulcrum Capital LLC |
11,703 |
11,703 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
8,284 |
8,284 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
3,925 |
3,925 |
UNCH |
0.00% |
| Diamant Asset Management Inc. |
14,870 |
14,870 |
UNCH |
0.00% |
| Stokes Capital Advisors LLC |
36,778 |
36,778 |
UNCH |
0.00% |
| Avondale Wealth Management |
5,290 |
5,290 |
UNCH |
0.00% |
| Chicago Capital LLC |
34,018 |
34,018 |
UNCH |
0.00% |
| Pflug Koory LLC |
12,796 |
12,796 |
UNCH |
0.00% |
| Outlook Wealth Advisors LLC |
12,296 |
12,296 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
496 |
496 |
UNCH |
0.00% |
| Wolff Financial Management LLC |
8,834 |
8,834 |
UNCH |
0.00% |
| RDA Financial Network |
21,239 |
21,239 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
26,610 |
26,610 |
UNCH |
0.00% |
| UMA Financial Services Inc. |
9,267 |
9,267 |
UNCH |
0.00% |
| Arbor Trust Wealth Advisors LLC |
11,730 |
11,730 |
UNCH |
0.00% |
| Epiq Partners LLC |
21,860 |
21,860 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
300 |
300 |
UNCH |
0.00% |
| Austin Private Wealth LLC |
12,000 |
12,000 |
UNCH |
0.00% |
| General Partner Inc. |
1,250 |
1,250 |
UNCH |
0.00% |
| S.A. Mason LLC |
8,257 |
8,257 |
UNCH |
0.00% |
| Bridgewealth Advisory Group LLC |
21,464 |
21,464 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
10,605 |
10,605 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
98 |
98 |
UNCH |
0.00% |
| Magnolia Capital Management Ltd. |
11,300 |
11,300 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
100 |
100 |
UNCH |
0.00% |
| Davis Capital Management |
1,443 |
1,443 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
180 |
180 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
2,225 |
2,225 |
UNCH |
0.00% |
| Hoese & Co LLP |
600 |
600 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
42,903 |
42,903 |
UNCH |
0.00% |
| Palumbo Wealth Management LLC |
15,306 |
15,306 |
UNCH |
0.00% |
| Round Rock Advisors LLC |
44,800 |
44,800 |
UNCH |
0.00% |
| Bank of New Hampshire |
13,223 |
13,223 |
UNCH |
0.00% |
| Heirloom Wealth Management |
16,319 |
16,319 |
UNCH |
0.00% |
| Capricorn Fund Managers Ltd |
196,315 |
196,315 |
UNCH |
0.00% |
| MKT Advisors LLC |
10,435 |
10,435 |
UNCH |
0.00% |
| Wealth Effects LLC |
10,700 |
10,700 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
1,300 |
1,300 |
UNCH |
0.00% |
| HFG Advisors Inc. |
18,520 |
18,520 |
UNCH |
0.00% |
| Capasso Planning Partners LLC |
14,358 |
14,358 |
UNCH |
0.00% |
| BancFirst Trust & Investment Management |
9,930 |
9,930 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
7,425 |
7,425 |
UNCH |
0.00% |
| Pacific Sage Partners LLC |
7,715 |
7,715 |
UNCH |
0.00% |
| Summa Corp. |
15,500 |
15,500 |
UNCH |
0.00% |
| Olistico Wealth LLC |
24,242 |
24,242 |
UNCH |
0.00% |
| Breakwater Capital Group |
7,648 |
7,648 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
7,650 |
7,650 |
UNCH |
0.00% |
| Park Place Capital Corp |
334 |
334 |
UNCH |
0.00% |
| Channel Wealth LLC |
10,284 |
10,284 |
UNCH |
0.00% |
| Rockwood Wealth Management LLC |
28,541 |
28,541 |
UNCH |
0.00% |
| Prairie Sky Financial Group LLC |
13,844 |
13,844 |
UNCH |
0.00% |
| CGC Financial Services LLC |
5,554 |
5,554 |
UNCH |
0.00% |
| Sapient Capital LLC |
124,141 |
124,141 |
UNCH |
0.00% |
| PFS Partners LLC |
30 |
30 |
UNCH |
0.00% |
| Silverberg Bernstein Capital Management LLC |
57,480 |
57,480 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
1,997 |
1,997 |
UNCH |
0.00% |
| Central Valley Advisors LLC |
9,011 |
9,011 |
UNCH |
0.00% |
| Addis & Hill Inc |
23,321 |
23,321 |
UNCH |
0.00% |
| 13F Filers Decreasing EPD Share Count |
|---|
| Rational Advisors LLC |
409,768 |
1,584 |
-408,184 |
-99.61% |
| Wiley BROS. Aintree Capital LLC |
93,950 |
7,742 |
-86,208 |
-91.76% |
| Chesley Taft & Associates LLC |
94,500 |
15,500 |
-79,000 |
-83.60% |
| Tsfg LLC |
2,215 |
463 |
-1,752 |
-79.10% |
| Sound Income Strategies LLC |
22,198 |
10,154 |
-12,044 |
-54.26% |
| Gradient Investments LLC |
1,597 |
744 |
-853 |
-53.41% |
| First Hawaiian Bank |
35,426 |
18,244 |
-17,182 |
-48.50% |
| Blue Bell Private Wealth Management LLC |
885 |
485 |
-400 |
-45.20% |
| AdvisorNet Financial Inc |
11,259 |
6,927 |
-4,332 |
-38.48% |
| Teamwork Financial Advisors LLC |
248,677 |
167,739 |
-80,938 |
-32.55% |
| SeaCrest Wealth Management LLC |
24,767 |
17,199 |
-7,568 |
-30.56% |
| Strategic Blueprint LLC |
12,128 |
8,540 |
-3,588 |
-29.58% |
| McAdam LLC |
39,765 |
28,298 |
-11,467 |
-28.84% |
| Congress Wealth Management LLC DE |
48,862 |
35,526 |
-13,336 |
-27.29% |
| West Paces Advisors Inc. |
3,900 |
2,900 |
-1,000 |
-25.64% |
| United Asset Strategies Inc. |
23,172 |
17,445 |
-5,727 |
-24.72% |
| Requisite Capital Management LLC |
39,875 |
30,734 |
-9,141 |
-22.92% |
| Future Financial Wealth Managment LLC |
7,812 |
6,130 |
-1,682 |
-21.53% |
| Trinity Legacy Partners LLC |
48,973 |
38,870 |
-10,103 |
-20.63% |
| Strategic Advisors LLC |
9,240 |
7,635 |
-1,605 |
-17.37% |
| Raymond James Trust N.A. |
184,085 |
153,603 |
-30,482 |
-16.56% |
| Newbridge Financial Services Group Inc. |
10,135 |
8,537 |
-1,598 |
-15.77% |
| Exchange Traded Concepts LLC |
793,894 |
669,875 |
-124,019 |
-15.62% |
| Norman Fields Gottscho Capital Management LLC |
14,690 |
12,490 |
-2,200 |
-14.98% |
| MEMBERS Trust Co |
15,654 |
13,475 |
-2,179 |
-13.92% |
| Kovack Advisors Inc. |
40,579 |
35,367 |
-5,212 |
-12.84% |
| RFG Advisory LLC |
11,271 |
9,841 |
-1,430 |
-12.69% |
| Principle Wealth Partners LLC |
9,496 |
8,416 |
-1,080 |
-11.37% |
| Woodmont Investment Counsel LLC |
203,608 |
180,895 |
-22,713 |
-11.16% |
| Cornerstone Wealth Management LLC |
25,243 |
22,643 |
-2,600 |
-10.30% |
| Dumont & Blake Investment Advisors LLC |
8,001 |
7,201 |
-800 |
-10.00% |
| Garrison Bradford & Associates Inc. |
19,976 |
18,082 |
-1,894 |
-9.48% |
| Coastal Investment Advisors Inc. |
15,888 |
14,518 |
-1,370 |
-8.62% |
| Diversified Trust Co |
14,501 |
13,301 |
-1,200 |
-8.28% |
| Ashton Thomas Private Wealth LLC |
13,097 |
12,049 |
-1,048 |
-8.00% |
| Alhambra Investment Partners LLC |
7,635 |
7,035 |
-600 |
-7.86% |
| Sequent Asset Management LLC |
13,009 |
12,018 |
-991 |
-7.62% |
| BKD Wealth Advisors LLC |
18,107 |
16,825 |
-1,282 |
-7.08% |
| Glassy Mountain Advisors Inc. |
9,300 |
8,650 |
-650 |
-6.99% |
| MV Capital Management Inc. |
12,352 |
11,492 |
-860 |
-6.96% |
| Wealth Alliance Advisory Group LLC |
15,577 |
14,557 |
-1,020 |
-6.55% |
| Byrne Asset Management LLC |
3,250 |
3,050 |
-200 |
-6.15% |
| Regions Financial Corp |
106,072 |
99,562 |
-6,510 |
-6.14% |
| Mather Group LLC. |
29,005 |
27,238 |
-1,767 |
-6.09% |
| Oak Harvest Investment Services |
16,648 |
15,680 |
-968 |
-5.81% |
| A. D. Beadell Investment Counsel Inc. |
171,535 |
161,635 |
-9,900 |
-5.77% |
| Griffin Asset Management Inc. |
38,609 |
36,541 |
-2,068 |
-5.36% |
| Busey Wealth Management |
39,294 |
37,294 |
-2,000 |
-5.09% |
| Bank of New York Mellon Corp |
306,090 |
290,990 |
-15,100 |
-4.93% |
| Register Financial Advisors LLC |
17,320 |
16,478 |
-842 |
-4.86% |
| Insight Folios Inc |
273,719 |
260,811 |
-12,908 |
-4.72% |
| Chatham Capital Group Inc. |
78,723 |
75,041 |
-3,682 |
-4.68% |
| Asset Planning Services Inc. LA ADV |
153,875 |
146,685 |
-7,190 |
-4.67% |
| MTM Investment Management LLC |
22,697 |
21,697 |
-1,000 |
-4.41% |
| Adell Harriman & Carpenter Inc. |
215,639 |
206,486 |
-9,153 |
-4.24% |
| Quad Cities Investment Group LLC |
30,267 |
29,122 |
-1,145 |
-3.78% |
| Moseley Investment Management Inc. |
50,913 |
48,999 |
-1,914 |
-3.76% |
| Caldwell Sutter Capital Inc. |
8,852 |
8,519 |
-333 |
-3.76% |
| Spirit of America Management Corp NY |
263,136 |
253,886 |
-9,250 |
-3.52% |
| Global Retirement Partners LLC |
54,502 |
52,706 |
-1,796 |
-3.30% |
| Neville Rodie & Shaw Inc. |
94,513 |
91,553 |
-2,960 |
-3.13% |
| Capital Investment Advisors LLC |
665,398 |
644,656 |
-20,742 |
-3.12% |
| Capital Advisors Ltd. LLC |
8,943 |
8,669 |
-274 |
-3.06% |
| Aurum Wealth Management Group LLC |
17,555 |
17,020 |
-535 |
-3.05% |
| Catalyst Capital Advisors LLC |
409,768 |
397,318 |
-12,450 |
-3.04% |
| Claro Advisors LLC |
28,105 |
27,278 |
-827 |
-2.94% |
| Guyasuta Investment Advisors Inc. |
29,648 |
28,808 |
-840 |
-2.83% |
| Everett Harris & Co. CA |
80,589 |
78,389 |
-2,200 |
-2.73% |
| ZRC Wealth Management LLC |
3,819 |
3,726 |
-93 |
-2.44% |
| NBT Bank N A NY |
18,190 |
17,748 |
-442 |
-2.43% |
| Silverlake Wealth Management LLC |
12,759 |
12,459 |
-300 |
-2.35% |
| Compass Wealth Management LLC |
4,250 |
4,150 |
-100 |
-2.35% |
| Chickasaw Capital Management LLC |
5,553,547 |
5,429,687 |
-123,860 |
-2.23% |
| Capital Advisory Group Advisory Services LLC |
13,612 |
13,351 |
-261 |
-1.92% |
| Daymark Wealth Partners LLC |
27,329 |
26,829 |
-500 |
-1.83% |
| Pettinga Financial Advisors LLC |
22,009 |
21,609 |
-400 |
-1.82% |
| Leavell Investment Management Inc. |
67,033 |
65,862 |
-1,171 |
-1.75% |
| Gilman Hill Asset Management LLC |
212,056 |
208,411 |
-3,645 |
-1.72% |
| Wealthstar Advisors LLC |
20,711 |
20,356 |
-355 |
-1.71% |
| Birch Capital Management LLC |
180,018 |
176,996 |
-3,022 |
-1.68% |
| Galvin Gaustad & Stein LLC |
30,268 |
29,810 |
-458 |
-1.51% |
| Valley National Advisers Inc. |
32,910 |
32,431 |
-479 |
-1.46% |
| Center for Financial Planning Inc. |
2,970 |
2,932 |
-38 |
-1.28% |
| Optimum Investment Advisors |
42,296 |
41,804 |
-492 |
-1.16% |
| Stratos Wealth Partners LTD. |
125,818 |
124,391 |
-1,427 |
-1.13% |
| AMI Investment Management Inc. |
30,872 |
30,526 |
-346 |
-1.12% |
| Pinnacle West Asset Management Inc. |
60,473 |
59,807 |
-666 |
-1.10% |
| Chapin Davis Inc. |
19,721 |
19,521 |
-200 |
-1.01% |
| Flagship Harbor Advisors LLC |
73,055 |
72,336 |
-719 |
-0.98% |
| Saxon Interests Inc. |
15,912 |
15,762 |
-150 |
-0.94% |
| International Assets Investment Management LLC |
44,452 |
44,077 |
-375 |
-0.84% |
| MONECO Advisors LLC |
95,225 |
94,425 |
-800 |
-0.84% |
| Segment Wealth Management LLC |
246,762 |
244,795 |
-1,967 |
-0.80% |
| Brookstone Capital Management |
26,347 |
26,157 |
-190 |
-0.72% |
| Country Club Bank GFN |
44,165 |
43,850 |
-315 |
-0.71% |
| Clarus Group Inc. |
66,766 |
66,302 |
-464 |
-0.69% |
| Bourgeon Capital Management LLC |
198,452 |
197,199 |
-1,253 |
-0.63% |
| Hodges Capital Management Inc. |
18,517 |
18,417 |
-100 |
-0.54% |
| Cullen Investment Group LTD. |
286,232 |
284,724 |
-1,508 |
-0.53% |
| Doliver Advisors LP |
101,428 |
100,928 |
-500 |
-0.49% |
| Valeo Financial Advisors LLC |
99,531 |
99,052 |
-479 |
-0.48% |
| PSI Advisors LLC |
20,744 |
20,649 |
-95 |
-0.46% |
| WASHINGTON TRUST Co |
12,589 |
12,534 |
-55 |
-0.44% |
| Nations Financial Group Inc. IA ADV |
214,875 |
213,997 |
-878 |
-0.41% |
| NBC Securities Inc. |
39,217 |
39,121 |
-96 |
-0.24% |
| Whitener Capital Management Inc. |
34,782 |
34,714 |
-68 |
-0.20% |
| Parsons Capital Management Inc. RI |
343,480 |
342,880 |
-600 |
-0.17% |
| Spire Wealth Management |
45,754 |
45,682 |
-72 |
-0.16% |
| Salem Investment Counselors Inc. |
205,866 |
205,591 |
-275 |
-0.13% |
| Sandbox Financial Partners LLC |
9,697 |
9,685 |
-12 |
-0.12% |
| Baldwin Brothers Inc. MA |
271,389 |
271,239 |
-150 |
-0.06% |
| FirstPurpose Wealth LLC |
9,717 |
9,712 |
-5 |
-0.05% |
| Wedmont Private Capital |
30,722 |
30,708 |
-14 |
-0.05% |
| 13F Filers Exiting EPD |
|---|
| BKM Wealth Management LLC |
300 |
0 |
-300 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
2,642 |
0 |
-2,642 |
-100.00% |
| Coston McIsaac & Partners |
4,385 |
0 |
-4,385 |
-100.00% |
| FSC Wealth Advisors LLC |
200 |
0 |
-200 |
-100.00% |
| Enzi Wealth |
9,868 |
0 |
-9,868 |
-100.00% |
| Rise Advisors LLC |
200 |
0 |
-200 |
-100.00% |
| Tennessee Valley Asset Management Partners |
3,241 |
0 |
-3,241 |
-100.00% |
| Advisor Resource Council |
20,307 |
0 |
-20,307 |
-100.00% |
| Curated Wealth Partners LLC |
16,670 |
0 |
-16,670 |
-100.00% |
| Bfsg LLC |
211 |
0 |
-211 |
-100.00% |
| Verity & Verity LLC |
90,829 |
0 |
-90,829 |
-100.00% |
| Tompkins Financial Corp |
400 |
0 |
-400 |
-100.00% |
HoldingsChannel.com
