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Plains GP Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
SFMG Wealth Advisors
Texas
$642K
AWM
152
Angeles Wealth Management
California
$632K
DADC
153
D.A. Davidson & Co
Montana
$611K +$196K +12,382 +48%
SSA
154
Schonfeld Strategic Advisors
New York
$609K +$75.8K +4,800 +14%
USCWA
155
U.S. Capital Wealth Advisors
Texas
$570K +$268 +17 +0%
KeyBank National Association
156
KeyBank National Association
Ohio
$566K
BC
157
Brookfield Corp
Ontario, Canada
$556K -$5.99M -379,226 -92%
AP
158
Americana Partners
Texas
$553K
EM
159
ELCO Management
New York
$521K +$203K +12,882 +65%
AAS
160
Avantax Advisory Services
Texas
$501K -$236K -14,938 -32%
OAM
161
Oppenheimer Asset Management
New York
$468K +$276K +17,475 +147%
CIMLRA
162
CBRE Investment Management Listed Real Assets
Pennsylvania
$450K +$9.4K +595 +2%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$441K +$437K +27,670 New
XT
164
XTX Topco
Cayman Islands
$432K +$428K +27,076 New
VI
165
Vestcor Inc
New Brunswick, Canada
$424K
CAG
166
Csenge Advisory Group
Florida
$415K +$42.8K +2,709 +12%
ET
167
Entropy Technologies
New York
$411K +$407K +25,760 New
Canada Life
168
Canada Life
Manitoba, Canada
$400K +$33.3K +2,107 +9%
BCM
169
Brasada Capital Management
Texas
$399K
DF
170
Donoghue Forlines
Massachusetts
$398K +$13.3K +841 +3%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$387K +$51.4K +3,254 +15%
ECG
172
Edge Capital Group
Georgia
$368K -$14.9K -945 -4%
LW
173
Linscomb Wealth
Texas
$366K +$3.32K +210 +0.9%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$359K
SG Americas Securities
175
SG Americas Securities
New York
$349K -$444K -28,087 -56%