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Plains All American Pipeline
PAA

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
326
Divergent Wealth Advisors
Utah
$35K – – –
VFA
327
Valeo Financial Advisors
Indiana
$33K -$12.6K -500 -25%
FIB
328
First Interstate Bank
Montana
$32K – – –
MWPCG
329
Measured Wealth Private Client Group
New Hampshire
$31K +$31K +1,231 New
CFGS
330
Concourse Financial Group Securities
Alabama
$30K +$30.2K +1,200 New
CBT
331
Capital Bank & Trust
California
$28K +$27.9K +1,108 New
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$73.8K -2,933 -73%
SPL
333
Smart Portfolios LLC
Washington
$27K – – –
CFA
334
Carroll Financial Associates
North Carolina
$27K +$17.3K +688 +172%
GP
335
Girard Partners
Pennsylvania
$27K +$28.1K +1,116 New
WIM
336
Westside Investment Management
California
$25.1K – – –
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25K – – –
HIM
338
Hillsdale Investment Management
Ontario, Canada
$25K +$25.2K +1,000 New
CTC
339
Central Trust Company
Missouri
$23K – – –
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$22K – – –
MYIA
341
Mount Yale Investment Advisors
Colorado
$22K +$2.77K +110 +13%
AIM
342
Advantage Investment Management
Iowa
$21K – – –
JCM
343
Jacobi Capital Management
Pennsylvania
$20K -$2.39K -95 -11%
NSIM
344
North Star Investment Management
Illinois
$20K – – –
BFEC
345
Benjamin F. Edwards & Company
Missouri
$18K +$5.03K +200 +40%
CWSR
346
Chessman Wealth Strategies RIA
Texas
$17K +$16.7K +663 New
APP
347
Avantax Planning Partners
Iowa
$16K +$16K +634 New
TC
348
Truvestments Capital
Florida
$16K +$16.4K +650 New
CB
349
Community Bank
New York
$15K – – –
TIM
350
Tortoise Investment Management
New York
$15K – – –
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14
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