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Plains All American Pipeline
PAA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
201
SCS Capital Management
Massachusetts
$526K -$213K -9,585 -29%
DS
202
DRW Securities
Illinois
$517K -$399K -17,959 -44%
WCA
203
Westover Capital Advisors
Delaware
$512K – – –
IFG
204
Independent Financial Group
California
$507K +$2.67K +120 +0.5%
FAM
205
Fulcrum Asset Management
United Kingdom
$493K – – –
GT
206
Glenview Trust
Kentucky
$491K – – –
NGA
207
Naples Global Advisors
Florida
$491K – – –
LF
208
Lee Financial
Texas
$489K – – –
CA
209
Callahan Advisors
Texas
$486K +$378 +17 +0.1%
BCM
210
Brookstone Capital Management
Illinois
$484K +$109K +4,883 +29%
BWP
211
Baldwin Wealth Partners
Massachusetts
$477K +$33.3K +1,500 +8%
AF
212
Atala Financial
California
$475K – – –
SP
213
Stablepoint Partners
Massachusetts
$470K – – –
ACP
214
Argyle Capital Partners
California
$467K +$117K +5,250 +33%
DI
215
Diligent Investors
California
$461K – – –
MCM
216
MAI Capital Management
Ohio
$451K +$275K +12,352 +156%
AWM
217
AE Wealth Management
Kansas
$446K +$8.93K +402 +2%
CAAM
218
Cornerstone Advisors Asset Management
Pennsylvania
$445K – – –
EWM
219
Evercore Wealth Management
New York
$445K +$444K +20,000 New
HR
220
Hardy Reed
Mississippi
$439K – – –
SIC
221
Samalin Investment Counsel
New York
$435K +$7.98K +359 +2%
RW
222
Rede Wealth
Virginia
$429K – – –
VA
223
VestGen Advisors
Illinois
$425K – – –
EH
224
Equitable Holdings
New York
$425K -$58.1K -2,614 -12%
ACP
225
Aviance Capital Partners
Florida
$420K – – –
7 8
9
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