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Plains GP Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$1.95K +$1.84K +102 New
FC
302
Financial Consulate
Maryland
$1.91K – – –
IA
303
IFS Advisors
Kansas
$1.91K +$1.8K +100 New
MCA
304
McGuire Capital Advisors
Oklahoma
$1.91K +$1.8K +100 New
FHC
305
First Horizon Corporation
Tennessee
$1.72K – – –
EWA
306
EverSource Wealth Advisors
Alabama
$1.65K – – –
PA
307
Parallel Advisors
California
$1.23K – – –
VNA
308
Valley National Advisers
Pennsylvania
$1K – – –
GFA
309
Godfrey Financial Associates
New York
$804 +$757 +42 New
BIA
310
Bell Investment Advisors
California
$766 -$2.2K -122 -75%
APW
311
Aventura Private Wealth
Florida
$651 – – –
SS
312
SBI Securities
Japan
$57 – – –
SIS
313
Sound Income Strategies
Florida
$12 – – –
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
– -$6.74M -369,695 Closed
CG
315
Caprock Group
Idaho
– -$3.09M -160,025 Closed
EF
316
Empowered Funds
Pennsylvania
– -$1.83M -100,141 Closed
CAG
317
Csenge Advisory Group
Florida
– -$1.28M -70,207 Closed
Zurich Cantonal Bank
318
Zurich Cantonal Bank
Switzerland
– -$1.13M -62,866 Closed
CCM
319
Cinctive Capital Management
New York
– -$831K -45,551 Closed
KNW
320
Kesler Norman & Wride
Utah
– -$814K -44,260 Closed
Robeco Institutional Asset Management
321
Robeco Institutional Asset Management
Netherlands
– -$637K -34,922 Closed
ICA
322
Infrastructure Capital Advisors
New York
– -$493K -28,530 Closed
SC
323
SummitTX Capital
Texas
– -$394K -21,596 Closed
AHL
324
Abel Hall LLC
Louisiana
– -$368K -20,200 Closed
CIS
325
Custom Index Systems
New York
– -$342K -18,737 Closed