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Plains All American Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$709K +$40.8K +1,834 +6%
DADC
177
D.A. Davidson & Co
Montana
$704K +$71K +3,196 +11%
CIA
178
Concurrent Investment Advisors
Florida
$671K +$11.3K +509 +2%
HFM
179
Hartford Financial Management
Connecticut
$663K
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$661K -$7.76K -349 -1%
AWE
181
Avidian Wealth Enterprises
Texas
$660K +$4.36K +196 +0.7%
PPW
182
Pasadena Private Wealth
California
$660K
MAS
183
Meeder Advisory Services
Ohio
$657K +$656K +29,500 New
GCP
184
GSA Capital Partners
United Kingdom
$651K +$650K +29,239 New
SPIA
185
Steward Partners Investment Advisory
New York
$632K -$38.1K -1,714 -6%
BBHC
186
Brown Brothers Harriman & Co
New York
$631K +$11.1K +500 +2%
SP
187
Symmetry Partners
Connecticut
$626K
AWA
188
Arkadios Wealth Advisors
Georgia
$619K -$33.4K -1,501 -5%
MOS
189
MGO One Seven
Ohio
$605K +$8.96K +403 +2%
POIA
190
Pin Oak Investment Advisors
Texas
$601K +$13K +586 +2%
CFP
191
Cascade Financial Partners
California
$571K
SEI Investments
192
SEI Investments
Pennsylvania
$564K +$563K +25,343 New
Squarepoint
193
Squarepoint
New York
$559K
GAM
194
Gould Asset Management
California
$545K
WIA
195
World Investment Advisors
California
$545K -$13.3K -600 -2%
SWM
196
Segment Wealth Management
Texas
$543K
LCM
197
Liberty Capital Management
Michigan
$543K +$542K +24,400 New
DT
198
DV Trading
Illinois
$542K -$1.29M -58,088 -70%
MA
199
Mutual Advisors
Nebraska
$541K +$178 +8 +0%
Truist Financial
200
Truist Financial
North Carolina
$527K +$6.53K +294 +1%