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Plains All American Pipeline
PAA

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
101
BOK Financial
Oklahoma
$1.74M – – –
CCM
102
Callodine Capital Management
Massachusetts
$1.71M +$1.74M +100,000 New
MNA
103
Manning & Napier Advisors
New York
$1.71M +$1.74M +100,000 New
CCM
104
Cohen Capital Management
California
$1.63M – – –
KAS
105
Kestra Advisory Services
Texas
$1.62M +$1.66M +95,112 New
PIWA
106
Prevail Innovative Wealth Advisors
Kansas
$1.61M +$149K +8,536 +10%
MIM
107
Morningstar Investment Management
Illinois
$1.6M -$743K -42,670 -31%
AWS
108
Atria Wealth Solutions
New York
$1.6M +$382K +21,969 +31%
ACA
109
Aptus Capital Advisors
Alabama
$1.57M +$1.6M +92,186 New
CG
110
Clarus Group
Texas
$1.56M +$372K +21,400 +31%
WAAG
111
Wealth Alliance Advisory Group
Kansas
$1.54M +$20.8K +1,197 +1%
WANY
112
Wealthspire Advisors (New York)
New York
$1.54M – – –
CM
113
Cercano Management
Washington
$1.46M – – –
BI
114
Bramshill Investments
Florida
$1.44M -$61.9K -3,556 -4%
GHAM
115
Gilman Hill Asset Management
Connecticut
$1.42M -$39.2K -2,250 -3%
HCM
116
Hengehold Capital Management
Ohio
$1.38M +$535K +30,745 +61%
SA
117
Sanctuary Advisors
Indiana
$1.36M +$163K +9,360 +17%
CAM
118
Cresset Asset Management
Illinois
$1.35M +$1.37M +78,787 New
SAM
119
Silvercrest Asset Management
New York
$1.34M -$48.6K -2,794 -3%
QCG
120
Quadrant Capital Group
Ohio
$1.3M – – –
BPA
121
Beacon Pointe Advisors
California
$1.27M +$161K +9,235 +14%
PFS
122
Prospect Financial Services
New York
$1.24M +$2.44K +140 +0.2%
IAA
123
Independent Advisor Alliance
North Carolina
$1.19M -$22.1K -1,270 -2%
HIP
124
HUB Investment Partners
Texas
$1.17M +$589K +33,820 +97%
FFG
125
Fortem Financial Group
California
$1.13M +$48.2K +2,772 +4%
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