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Plains All American Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
AG
301
AlTi Global
New York
$223K +$222K +10,000 New
PGF
302
Plan Group Financial
Oklahoma
$223K +$222K +10,000 New
ANBT
303
American National Bank & Trust
Texas
$218K – – –
CSC
304
Caldwell Sutter Capital
California
$217K – – –
XT
305
XTX Topco
Cayman Islands
$217K +$216K +9,739 New
PWA
306
Physician Wealth Advisors
Utah
$216K – – –
CWS
307
Confluence Wealth Services
Pennsylvania
$216K +$215K +9,694 New
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$215K -$83.9K -3,775 -28%
MSCM
309
McElhenny Sheffield Capital Management
Texas
$215K – – –
AIA
310
Arrow Investment Advisors
Maryland
$214K +$244 +11 +0.1%
QPW
311
Quantum Private Wealth
Florida
$213K -$4K -180 -2%
SPC
312
Sigma Planning Corp
Michigan
$212K -$4.33K -195 -2%
AMIM
313
Aull & Monroe Investment Management
Alabama
$211K – – –
PCM
314
Pointe Capital Management
Michigan
$210K -$9.33K -420 -4%
GA
315
GoalVest Advisory
New York
$209K – – –
DWP
316
Daymark Wealth Partners
Ohio
$205K – – –
AO
317
Advisor OS
Illinois
$203K – – –
VIA
318
Virtus Investment Advisers
Connecticut
$202K +$9.87K +444 +5%
GRP
319
Global Retirement Partners
California
$201K +$201K +9,029 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$196K -$39K -1,757 -17%
SG Americas Securities
321
SG Americas Securities
New York
$180K -$723K -32,549 -80%
AIC
322
Archer Investment Corporation
Indiana
$178K – – –
FF
323
Frankly Finances
Florida
$165K – – –
AF
324
Allworth Financial
California
$146K -$11.2K -505 -7%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$136K – – –