B. Riley Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,300	Closed	-$185K	–	1056
2025 Q4	$185K	Buy	10,300 +16	+0.2%	+$272	0.01%	882
2025 Q3	$175K	Sell	10,284 -2,123	-17%	-$38K	0.01%	911
2025 Q2	$227K	Buy	+12,407	New	+$217K	0.01%	831
2024 Q4	$390K	Buy	22,815 +395	+2%	+$6.87K	0.01%	776
2024 Q3	$389K	Sell	22,420 -79,996	-78%	-$1.43M	0.01%	844
2024 Q2	$1.83M	Sell	102,416 -63,666	-38%	-$1.11M	0.05%	371
2024 Q1	$2.54M	Buy	166,082 +22,546	+16%	+$364K	0.07%	285
2023 Q4	$2.17M	Sell	143,536 -22,546	-14%	-$344K	0.06%	342
2023 Q3	$2.54M	Buy	166,082 +20,363	+14%	+$305K	0.07%	285
2023 Q2	$2.05M	Buy	145,719 +6,698	+5%	+$88.4K	0.05%	366
2023 Q1	$1.73M	Buy	139,021 +54,333	+64%	+$678K	0.05%	384
2022 Q4	$996K	Buy	84,688 +13,484	+19%	+$160K	0.03%	534
2022 Q3	$750K	Buy	71,204 +59,052	+486%	+$659K	0.02%	605
2022 Q2	$120K	Buy	12,152 +26	+0.2%	+$282	0.01%	1105
2022 Q1	$131K	Sell	12,126 -4,196	-26%	-$44.9K	﹤0.01%	1267
2021 Q4	$153K	Buy	16,322 +5,472	+50%	+$55K	﹤0.01%	1306
2021 Q3	$111K	Buy	10,850 +5	+0%	+$50	﹤0.01%	1325
2021 Q2	$124K	Sell	10,845 -49,604	-82%	-$510K	﹤0.01%	1289
2021 Q1	$551K	Buy	+60,449	New	+$552K	0.02%	688
2015 Q2	–	Sell	-9,931	Closed	-$484K	–	572
2015 Q1	$484K	Sell	9,931 -4,285	-30%	-$213K	0.12%	233
2014 Q4	$2.92K	Buy	14,216 +5,506	+63%	+$292K	0.06%	399
2014 Q3	$513K	Sell	8,710 -5,273	-38%	-$309K	0.13%	204
2014 Q2	$411K	Buy	13,983 +7,231	+107%	+$411K	0.1%	231
2014 Q1	$372K	Buy	6,752 +1,669	+33%	+$87.6K	0.11%	210
2013 Q4	$263K	Sell	5,083 -407	-7%	-$20.8K	0.08%	274
2013 Q3	$289K	Sell	5,490 -705	-11%	-$37.6K	0.1%	235
2013 Q2	$346K	Buy	+6,195	New	+$351K	0.12%	200