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Plains All American Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
351
Sound Income Strategies
Florida
$8.73K +$7.65K +450 New
VNA
352
Valley National Advisers
Pennsylvania
$8K
B
353
Birchbrook
Maine
$7.18K
FNWA
354
Financial Network Wealth Advisors
Utah
$6.64K
GWM
355
Gilpin Wealth Management
Colorado
$5.48K +$5.18K +305 New
EWA
356
EverSource Wealth Advisors
Alabama
$5.39K
TWC
357
TD Waterhouse Canada
Ontario, Canada
$5.38K
HI
358
Harbour Investments
Wisconsin
$5.23K -$472K -27,798 -99%
HNB
359
Huntington National Bank
Ohio
$4.94K
UBS AM
360
UBS AM
Illinois
$4.44K +$4.2K +247 New
MEG
361
Millstone Evans Group
Colorado
$4.31K
DF
362
Dunhill Financial
United Kingdom
$4.22K
BW
363
Basepoint Wealth
Iowa
$3.91K +$3.69K +217 New
AIM
364
Anchor Investment Management
South Carolina
$3.51K +$68 +4 +2%
AssetMark Inc
365
AssetMark Inc
California
$2.37K +$2.24K +132 New
RFP
366
Root Financial Partners
California
$1.96K
SWM
367
SHP Wealth Management
Massachusetts
$1.96K +$1.85K +109 New
CA
368
Clearstead Advisors
Ohio
$1.8K -$34K -2,000 -95%
TFA
369
Toth Financial Advisory
Virginia
$1.8K
DJSG
370
D.J. St. Germain
Massachusetts
$503 +$476 +28 New
Russell Investments Group
371
Russell Investments Group
United Kingdom
$305
MHIP
372
Mountain Hill Investment Partners
New Jersey
$188
ML
373
MSRH LLC
New York
$36 +$34 +2 New
EWP
374
Elevation Wealth Partners
California
$22
Kovitz Investment Group Partners
375
Kovitz Investment Group Partners
Illinois
-$10.3M -606,403 Closed