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Plains All American Pipeline
PAA

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
201
Stablepoint Partners
Massachusetts
$352K +$26.6K +1,485 +8%
DA
202
Doliver Advisors
Texas
$351K -$3.58K -200 -1%
IFG
203
Independent Financial Group
California
$351K -$9.35K -522 -2%
WIA
204
World Investment Advisors
California
$343K -$17.9K -1,000 -5%
SAA
205
Southeast Asset Advisors
Georgia
$341K +$44.8K +2,500 +14%
PMAM
206
Penn Mutual Asset Management
Pennsylvania
$333K – – –
FAM
207
Fulcrum Asset Management
United Kingdom
$330K – – –
SWM
208
Spire Wealth Management
Virginia
$326K +$30K +1,678 +10%
CWP
209
CFM Wealth Partners
Texas
$325K – – –
KPWS
210
Kestra Private Wealth Services
Texas
$324K +$78.6K +4,390 +30%
APP
211
Avantax Planning Partners
Iowa
$319K – – –
EH
212
Equitable Holdings
New York
$314K +$15.7K +875 +5%
SIC
213
Samalin Investment Counsel
New York
$313K +$6.93K +387 +2%
ICM
214
Islay Capital Management
Texas
$312K – – –
PWM
215
PBMares Wealth Management
Virginia
$310K +$2.02K +113 +0.6%
ACP
216
Aviance Capital Partners
Florida
$302K +$6.12K +342 +2%
OIA
217
Optimum Investment Advisors
Illinois
$300K – – –
RIL
218
Rothschild Investment LLC
Illinois
$300K +$101K +5,650 +47%
VA
219
VestGen Advisors
Illinois
$300K +$315K +17,600 New
CP
220
Creekside Partners
California
$299K – – –
RHDIC
221
R.H. Dinel Investment Counsel
California
$290K – – –
PGF
222
Plan Group Financial
Oklahoma
$290K +$35.8K +2,000 +13%
MSCM
223
McElhenny Sheffield Capital Management
Texas
$290K – – –
HWM
224
HB Wealth Management
Georgia
$290K +$31K +1,729 +11%
AWM
225
AE Wealth Management
Kansas
$282K +$59.4K +3,318 +25%
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