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Plains GP Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
151
Marks Group Wealth Management
Minnesota
$826K +$763K +45,235 New
CL
152
COWA LLC
Oklahoma
$807K +$1.6K +95 +0.2%
VI
153
Vestcor Inc
New Brunswick, Canada
$788K +$280K +16,591 +62%
IF
154
Intrua Financial
Texas
$774K +$6.98K +414 +1%
WPEP
155
Walnut Private Equity Partners
Nebraska
$767K
CCA
156
Childress Capital Advisors
Texas
$738K
SWA
157
SFMG Wealth Advisors
Texas
$735K
AWM
158
Axxcess Wealth Management
California
$732K -$342K -20,300 -34%
AWM
159
Angeles Wealth Management
California
$724K
RCM
160
Requisite Capital Management
Texas
$715K -$330K -19,591 -33%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$697K +$644K +38,210 New
USCWA
162
U.S. Capital Wealth Advisors
Texas
$652K +$337 +20 +0.1%
KeyBank National Association
163
KeyBank National Association
Ohio
$648K
AP
164
Americana Partners
Texas
$633K
EM
165
ELCO Management
New York
$603K +$5.7K +338 +1%
BC
166
Brookfield Corp
Ontario, Canada
$594K -$39.2K -2,324 -7%
SRL
167
Scientech Research LLC
New Jersey
$579K +$535K +31,725 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$578K -$149K -8,863 -22%
MWM
169
Modern Wealth Management
Kansas
$549K +$507K +30,080 New
FMWA
170
Forvis Mazars Wealth Advisors
Missouri
$530K +$490K +29,059 New
PAG
171
Private Advisor Group
New Jersey
$514K -$1.07M -63,325 -69%
VanEck Associates
172
VanEck Associates
New York
$513K -$543K -32,214 -53%
TCPW
173
Twin City Private Wealth
North Carolina
$503K +$465K +27,561 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$502K -$6.17K -366 -1%
AAS
175
Avantax Advisory Services
Texas
$501K -$67K -3,970 -13%