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Plains All American Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$728K +$62K +2,789 +9%
KeyBank National Association
177
KeyBank National Association
Ohio
$709K +$40.8K +1,834 +6%
DADC
178
D.A. Davidson & Co
Montana
$704K +$71K +3,196 +11%
CIA
179
Concurrent Investment Advisors
Florida
$671K +$11.3K +509 +2%
HFM
180
Hartford Financial Management
Connecticut
$663K – – –
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$661K -$7.76K -349 -1%
AWE
182
Avidian Wealth Enterprises
Texas
$660K +$4.36K +196 +0.7%
PPW
183
Pasadena Private Wealth
California
$660K – – –
MAS
184
Meeder Advisory Services
Ohio
$657K +$656K +29,500 New
GCP
185
GSA Capital Partners
United Kingdom
$651K +$650K +29,239 New
SPIA
186
Steward Partners Investment Advisory
New York
$632K -$38.1K -1,714 -6%
BBHC
187
Brown Brothers Harriman & Co
New York
$631K +$11.1K +500 +2%
SP
188
Symmetry Partners
Connecticut
$626K – – –
AWA
189
Arkadios Wealth Advisors
Georgia
$619K -$33.4K -1,501 -5%
MOS
190
MGO One Seven
Ohio
$605K +$8.96K +403 +2%
POIA
191
Pin Oak Investment Advisors
Texas
$601K +$13K +586 +2%
CFP
192
Cascade Financial Partners
California
$571K – – –
SEI Investments
193
SEI Investments
Pennsylvania
$564K +$563K +25,343 New
Squarepoint
194
Squarepoint
New York
$559K – – –
GAM
195
Gould Asset Management
California
$545K – – –
WIA
196
World Investment Advisors
California
$545K -$13.3K -600 -2%
SWM
197
Segment Wealth Management
Texas
$543K – – –
LCM
198
Liberty Capital Management
Michigan
$543K +$542K +24,400 New
DT
199
DV Trading
Illinois
$542K -$1.29M -58,088 -70%
MA
200
Mutual Advisors
Nebraska
$541K +$178 +8 +0%