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Plains All American Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
301
Obermeyer Wealth Partners
Colorado
$223K +$203K +10,000 New
WW
302
Waterfront Wealth
Kansas
$223K +$203K +9,990 New
UIA
303
Ulland Investment Advisors
Minnesota
$223K
ATC
304
Argent Trust Co
Tennessee
$222K +$202K +9,938 New
KWM
305
Kingsview Wealth Management
Oregon
$221K +$201K +9,896 New
PCM
306
Pointe Capital Management
Michigan
$220K +$200K +9,850 New
ANBT
307
American National Bank & Trust
Texas
$218K -$8.13K -400 -4%
QPW
308
Quantum Private Wealth
Florida
$218K +$198K +9,760 New
CSC
309
Caldwell Sutter Capital
California
$218K +$3.25K +160 +2%
SCA
310
Snowden Capital Advisors
New York
$217K +$198K +9,732 New
SPC
311
Sigma Planning Corp
Michigan
$217K +$197K +9,701 New
PWA
312
Physician Wealth Advisors
Utah
$217K
MSCM
313
McElhenny Sheffield Capital Management
Texas
$215K +$196K +9,646 New
AIA
314
Arrow Investment Advisors
Maryland
$215K +$195K +9,607 New
Brown Advisory
315
Brown Advisory
Maryland
$213K -$10.2K -500 -5%
AMIM
316
Aull & Monroe Investment Management
Alabama
$212K +$193K +9,500 New
GA
317
GoalVest Advisory
New York
$210K
DWP
318
Daymark Wealth Partners
Ohio
$205K +$187K +9,197 New
AFPL
319
Advus Financial Partners, LLC
Florida
$205K +$187K +9,195 New
AO
320
Advisor OS
Illinois
$204K +$186K +9,140 New
VIA
321
Virtus Investment Advisers
Connecticut
$193K -$11.4K -561 -6%
IAIM
322
International Assets Investment Management
Florida
$181K +$2.07K +102 +1%
AIC
323
Archer Investment Corporation
Indiana
$179K
MCM
324
MAI Capital Management
Ohio
$177K +$7.12K +350 +5%
FF
325
Frankly Finances
Florida
$165K +$61K +3,000 +68%