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Plains All American Pipeline
PAA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
176
Arkadios Wealth Advisors
Georgia
$529K +$3.88K +228 +0.8%
CIA
177
Concurrent Investment Advisors
Florida
$529K +$26.7K +1,572 +6%
SP
178
Symmetry Partners
Connecticut
$505K – – –
DADC
179
D.A. Davidson & Co
Montana
$503K -$62.4K -3,673 -12%
AWE
180
Avidian Wealth Enterprises
Texas
$502K – – –
BBHC
181
Brown Brothers Harriman & Co
New York
$500K -$95.4K -5,614 -17%
VFA
182
Valeo Financial Advisors
Indiana
$472K +$86.6K +5,097 +24%
IFG
183
Independent Financial Group
California
$440K +$67.1K +3,949 +19%
GAM
184
Gould Asset Management
California
$440K – – –
MOS
185
MGO One Seven
Ohio
$440K +$19.8K +1,164 +5%
LCM
186
Liberty Capital Management
Michigan
$438K – – –
MA
187
Mutual Advisors
Nebraska
$436K +$51 +3 +0%
WCA
188
Westover Capital Advisors
Delaware
$413K – – –
AC
189
Annandale Capital
Texas
$400K – – –
SAM
190
Secure Asset Management
Michigan
$400K +$2.5K +147 +0.7%
FAM
191
Fulcrum Asset Management
United Kingdom
$398K +$50.1K +2,949 +15%
GT
192
Glenview Trust
Kentucky
$396K – – –
PWP
193
Precedent Wealth Partners
Texas
$396K +$375K +22,049 New
LF
194
Lee Financial
Texas
$395K -$95.3K -5,609 -20%
SSG
195
Summit Securities Group
New York
$393K -$59.6K -3,508 -14%
PA
196
Procyon Advisors
Connecticut
$391K +$370K +21,789 New
CA
197
Callahan Advisors
Texas
$391K +$357 +21 +0.1%
WIA
198
World Investment Advisors
California
$387K +$24.5K +1,442 +7%
BWP
199
Baldwin Wealth Partners
Massachusetts
$385K – – –
AF
200
Atala Financial
California
$383K – – –
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