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Plains All American Pipeline
PAA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
326
Barnett & Company
Tennessee
$166K – – –
DSC
327
Duncker Streett & Co
Missouri
$164K -$38.8K -1,400 -18%
UFG
328
United Fire Group
Iowa
$158K – – –
SAM
329
Solaris Asset Management
New York
$153K -$165K -5,960 -51%
CPA
330
Cowen Prime Advisors
New York
$149K – – –
MRCM
331
M&R Capital Management
New Jersey
$147K -$697K -25,169 -78%
EWM
332
Evercore Wealth Management
New York
$147K – – –
PMFA
333
Plante Moran Financial Advisors
Michigan
$137K – – –
PFO
334
Pathstone Family Office
New Jersey
$127K +$134K +4,850 New
ASN
335
Advisory Services Network
Georgia
$121K +$6.17K +223 +5%
IWM
336
IHT Wealth Management
Illinois
$118K +$6.7K +242 New
BTIS
337
BB&T Investment Services
North Carolina
$108K -$138 -5 -0.1%
SNT
338
Security National Trust
West Virginia
$105K – – –
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$102K -$2.08K -75 -2%
FHA
340
First Horizon Advisors
Tennessee
$93K – – –
CM
341
CoreCommodity Management
Connecticut
$91K – – –
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$89K -$62K -2,240 -40%
AIM
343
Anchor Investment Management
South Carolina
$84.1K -$33.2K -1,200 -27%
CCM
344
Cribstone Capital Management
Maine
$84K – – –
OC
345
Oakworth Capital
Alabama
$84K – – –
SLF
346
Sun Life Financial
Ontario, Canada
$84K +$85.8K +3,099 +3,068%
FCMT
347
Founders Capital Management (Texas)
Texas
$81K -$2.21K -80 -3%
VWA
348
V Wealth Advisors
Kansas
$80K +$84.3K +3,044 New
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$75K -$5.32K -192 -6%
MFBTD
350
MB Financial Bank - Trust Department
Illinois
$74K – – –
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