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Plains All American Pipeline
PAA

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
426
IMA Advisory Services
Colorado
$217K – – –
TTWM
427
TCV Trust & Wealth Management
Virginia
$217K – – –
LIM
428
Leavell Investment Management
Alabama
$215K – – –
TSWM
429
Triangle Securities Wealth Management
North Carolina
$209K +$206K +4,030 New
CAM
430
Congress Asset Management
Massachusetts
$207K – – –
GJIC
431
Gamble Jones Investment Counsel
California
$207K – – –
IMOV
432
Investment Management of Virginia
Virginia
$207K – – –
NAM
433
NTV Asset Management
West Virginia
$207K – – –
SNT
434
Security National Trust
West Virginia
$207K – – –
SRCM
435
Swift Run Capital Management
Virginia
$207K +$204K +4,000 New
EAM
436
Evanson Asset Management
California
$204K +$201K +3,940 New
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$196K -$15.3K -300 -7%
NES
438
New England Securities
New York
$182K +$43.9K +860 +32%
PMFA
439
Plante Moran Financial Advisors
Michigan
$181K +$14.6K +285 +9%
ASN
440
Advisory Services Network
Georgia
$179K +$176K +3,450 New
RIA
441
Regal Investment Advisors
Michigan
$157K +$148K +2,899 +2,132%
FHA
442
First Horizon Advisors
Tennessee
$151K +$149K +2,926 New
CCS
443
Crosspoint Capital Strategies
California
$150K +$141K +2,762 New
JIC
444
Joel Isaacson & Co
New York
$143K – – –
AC
445
Alexandria Capital
Virginia
$138K – – –
LWA
446
Lenox Wealth Advisors
New York
$135K +$133K +2,610 New
ACM
447
Aviance Capital Management
Florida
$129K -$31.7K -621 -20%
PTCG
448
Pring Turner Capital Group
California
$129K +$128K +2,500 New
QAM
449
QCI Asset Management
New York
$127K – – –
CFG
450
CKW Financial Group
Hawaii
$119K +$117K +2,300 New
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