Vault-13

PLAINS ALL AMERN PIPELINE L PAA

UNIT LTD PARTN · MLP · CUSIP 726503105

Midstream oil and gas company

382 institutional holders -1 vs Q1 2025
280,467,688280.5m shares reported held*
$5.1bnreported value*
30 new 139 added 78 reduced 36 sold out net sold ≈ $225.2m (-12.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.32. Options: 14 managers hold calls ($213.6m notional), 12 hold puts ($87.9m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 324Q4 22: 335Q1 23: 331Q2 23: 326Q3 23: 338Q4 23: 349Q1 24: 359Q2 24: 357Q3 24: 370Q4 24: 382Q1 25: 383Q2 25: 382382Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022324
Q4 2022335
Q1 2023331
Q2 2023326
Q3 2023338
Q4 2023349
Q1 2024359
Q2 2024357
Q3 2024370
Q4 2024382
Q1 2025383
Q2 2025382

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 140 bought or addedQ3 23: 108 cut or sold outQ4 23: 132 bought or addedQ4 23: 131 cut or sold outQ4 23Q1 24: 144 bought or addedQ1 24: 124 cut or sold outQ2 24: 137 bought or addedQ2 24: 122 cut or sold outQ2 24Q3 24: 160 bought or addedQ3 24: 96 cut or sold outQ4 24: 153 bought or addedQ4 24: 116 cut or sold outQ4 24Q1 25: 161 bought or addedQ1 25: 129 cut or sold outQ2 25: 169 bought or addedQ2 25: 114 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023140108
Q4 2023132131
Q1 2024144124
Q2 2024137122
Q3 202416096
Q4 2024153116
Q1 2025161129
Q2 2025169114

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ3 24 calls: $105.8mQ3 24 puts: $81.6mQ3 24P/C 0.77Q4 24 calls: $89.0mQ4 24 puts: $66.7mQ4 24P/C 0.75Q1 25 calls: $171.9mQ1 25 puts: $58.8mQ1 25P/C 0.34Q2 25 calls: $213.6mQ2 25 puts: $87.9mQ2 25P/C 0.41
Numbers
QuarterCallsPutsP/C
Q3 2024$105.8m$81.6m0.77
Q4 2024$89.0m$66.7m0.75
Q1 2025$171.9m$58.8m0.34
Q2 2025$213.6m$87.9m0.41

Biggest buyers

ALPS ADVISORS INC Added +5,425,560+5.4m
INFRASTRUCTURE CAPITAL ADVISORS, LLC Added +3,191,832+3.2m
Invesco Ltd. Added +3,003,351+3.0m
UBS Group AG Added +2,241,021+2.2m
BANK OF AMERICA CORP /DE/ Added +1,189,260+1.2m
ROYAL BANK OF CANADA Added +630,773+630.8k
Jump Financial, LLC Added +419,571+419.6k
CIBC Private Wealth Group LLC Added +319,906+319.9k
PEAK6 LLC New +263,738+263.7k
Corient Private Wealth LP Added +218,607+218.6k

Biggest sellers

Brookfield Corp /ON/ Reduced -10,320,427-10.3m
MORGAN STANLEY Reduced -4,438,655-4.4m
GOLDMAN SACHS GROUP INC Reduced -2,979,010-3.0m
TORTOISE CAPITAL ADVISORS, L.L.C. Reduced -2,977,819-3.0m
Pathstone Holdings, LLC Reduced -1,768,011-1.8m
BNP PARIBAS FINANCIAL MARKETS Reduced -869,327-869.3k
ACADIAN ASSET MANAGEMENT LLC Reduced -860,122-860.1k
NORTHERN TRUST CORP Reduced -781,033-781.0k
ING GROEP NV Reduced -737,300-737.3k
HRT FINANCIAL LP Sold out -626,812-626.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $63.2m3.4m shares
GROUP ONE TRADING LLC Added $44.0m2.4m shares
CITADEL ADVISORS LLC Added $31.5m1.7m shares
JANE STREET GROUP, LLC Added $31.0m1.7m shares
IMC-Chicago, LLC Added $18.0m984.6k shares
SIMPLEX TRADING, LLC Added $11.0m599.6k shares
WELLS FARGO & COMPANY/MN Unchanged $5.2m285.1k shares
WOLVERINE TRADING, LLC New $3.7m201.4k shares
Caption Management, LLC Unchanged $3.6m195.4k shares
PEAK6 LLC Reduced $1.3m72.2k shares

Biggest puts

PEAK6 LLC Added $22.5m1.2m shares
CITADEL ADVISORS LLC Added $19.7m1.1m shares
GROUP ONE TRADING LLC Added $17.1m933.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.5m789.1k shares
SIMPLEX TRADING, LLC Added $3.9m214.2k shares
Squarepoint Ops LLC Added $3.4m183.2k shares
JANE STREET GROUP, LLC Added $3.0m162.3k shares
IMC-Chicago, LLC Added $2.8m155.1k shares
WOLVERINE TRADING, LLC New $816.2k44.7k shares
CenterStar Asset Management, LLC New $197.9k10.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ALPS ADVISORS INC 13G · institution -0.2 pts · filed 2026-10-07 9.8% -0.2 pts 69.3m≈ $1.5bn 2026-10-07

Fell to 5% or below in the last year: CIBC Private Wealth Group LLC (0.0%, 2026-10-05)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—1$545.3k—
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.86% of their portfolio Denver, CO 74,402,91574.4m $1.4bn $1.4bn 7.86% Added +5.4m +5,425,560
2 Invesco Ltd. 0.10% of their portfolio ATLANTA, GA 32,602,73332.6m $597.3m $597.3m 0.10% Added +3.0m +3,003,351
3 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 18,165,67718.2m $332.8m $332.8m 0.05% Reduced -3.0m -2,979,010
4 Blackstone Inc. 1.32% of their portfolio NEW YORK, NY 15,986,46016.0m $292.9m $292.9m 1.32% Reduced -304.6k -304,603
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.57% of their portfolio CAUSEWAY BAY, K3 15,976,84416.0m $292.7m $292.7m 0.57% Reduced -487.1k -487,119
6 UBS Group AG 0.04% of their portfolio ZURICH, V8 10,405,11610.4m $190.6m $190.6m 0.04% Added +2.2m +2,241,021
7 TORTOISE CAPITAL ADVISORS, L.L.C. 2.27% of their portfolio OVERLAND PARK, KS 9,487,6809.5m $173.8m $173.8m 2.27% Reduced -3.0m -2,977,819
8 Brookfield Corp /ON/ 0.15% of their portfolio TORONTO, A6 6,774,6506.8m $124.1m $124.1m 0.15% Reduced -10.3m -10,320,427
9 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 6,231,8996.2m $114.2m $114.2m 0.01% Added +146.1k +146,105
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,902,0375.9m $108.1m $108.1m 0.01% Reduced -4.4m -4,438,655
11 KAYNE ANDERSON CAPITAL ADVISORS LP 2.18% of their portfolio LOS ANGELES, CA 5,119,5345.1m $93.8m $93.8m 2.18% Reduced -402.0k -402,005
12 CIBC Private Wealth Group LLC 0.16% of their portfolio ATLANTA, GA 4,952,9955.0m $90.7m $90.7m 0.16% Added +319.9k +319,906
13 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,573,7114.6m $83.8m $83.8m 0.01% Added +1.2m +1,189,260
14 EAGLE GLOBAL ADVISORS LLC 2.87% of their portfolio Houston, TX 3,876,6563.9m $71.0m $71.0m 2.87% Reduced -361.6k -361,593
15 Fractal Investments LLC 10.02% of their portfolio Glastonbury, CT 3,832,6583.8m $70.2m $70.2m 10.02% Unchanged
16 INFRASTRUCTURE CAPITAL ADVISORS, LLC 7.17% of their portfolio New York, NY 3,246,1423.2m $59.5m $59.5m 7.17% Added +3.2m +3,191,832
17 MILLER HOWARD INVESTMENTS INC /NY 1.66% of their portfolio KINGSTON, NY 2,864,3832.9m $52.5m $52.5m 1.66% Added +3.0k +2,953
18 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 2,671,3712.7m $48.9m $48.9m 0.04% Reduced -466.9k -466,900
19 CHICKASAW CAPITAL MANAGEMENT LLC 1.86% of their portfolio MEMPHIS, TN 2,557,7622.6m $46.9m $46.9m 1.86% Added +204.4k +204,369
20 ING GROEP NV 0.28% of their portfolio AMSTERDAM, P7 2,481,4002.5m $45.5m $45.5m 0.28% Reduced -737.3k -737,300
21 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 2,141,8932.1m $39.2m $39.2m 0.02% Added +95.7k +95,662
22 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 2,118,9172.1m $38.8m $38.8m 0.01% Reduced -133.3k -133,290
23 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.40% of their portfolio CHICAGO, IL 1,856,9001.9m $34.0m $34.0m 0.40% Reduced -330.0k -330,000
24 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 1,789,7201.8m $32.8m $32.8m 0.03% Reduced -869.3k -869,327
25 Pathstone Holdings, LLC 0.13% of their portfolio ENGLEWOOD, NJ 1,768,7531.8m $32.4m $32.4m 0.13% Reduced -1.8m -1,768,011
26 Fayez Sarofim & Co 0.07% of their portfolio Houston, TX 1,684,9531.7m $30.9m $30.9m 0.07% Unchanged
27 WESTWOOD HOLDINGS GROUP INC 0.22% of their portfolio DALLAS, TX 1,645,5111.6m $30.1m $30.1m 0.22% Reduced -52.3k -52,280
28 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,515,9071.5m $27.8m $27.8m 0.01% Reduced -119.9k -119,915
29 FMR LLC 0.00% of their portfolio BOSTON, MA 1,483,9841.5m $27.2m $27.2m 0.00% Reduced -23.7k -23,664
30 COHEN & STEERS, INC. 0.05% of their portfolio NEW YORK, NY 1,370,4021.4m $25.1m $25.1m 0.05% Reduced -154.9k -154,921
31 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5.95% of their portfolio BOSTON, MA 1,312,8311.3m $24.1m $24.1m 5.95% Unchanged
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,184,2781.2m $21.7m $21.7m 0.00% Added +630.8k +630,773
33 Bollard Group LLC 0.49% of their portfolio BOSTON, MA 1,131,1581.1m $20.7m $20.7m 0.49% Added +132.0k +132,008
34 Energy Income Partners, LLC 0.41% of their portfolio Westport, CT 1,131,1061.1m $20.7m $20.7m 0.41% Reduced -20.9k -20,880
35 Mariner, LLC 0.03% of their portfolio Overland Park, KS 980,143980.1k $18.0m $18.0m 0.03% Added +6.1k +6,080
36 Adams Asset Advisors, LLC 2.03% of their portfolio DALLAS, TX 787,922787.9k $14.4m $14.4m 2.03% Added +24.8k +24,750
37 ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio Boston, MA 761,052761.1k $13.9m $13.9m 0.03% Reduced -860.1k -860,122
38 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 698,458698.5k $12.8m $12.8m 0.00% Added +33.7k +33,674
39 Waverly Advisors, LLC 0.14% of their portfolio BIRMINGHAM, AL 679,083679.1k $12.4m $12.4m 0.14% Reduced -31.0k -31,028
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 662,843662.8k $12.1m $12.1m 0.00% Added +45.8k +45,847
41 NorthCoast Asset Management LLC 0.05% of their portfolio STAMFORD, CT 637,545637.5k $11.7m $11.7m 0.05% Reduced -17.8k -17,818
42 NBW CAPITAL LLC 2.47% of their portfolio BOSTON, MA 624,089624.1k $11.4m $11.4m 2.47% Reduced -31.5k -31,512
43 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 602,204602.2k $11.0m $11.0m 0.00% Added +5.1k +5,145
44 Texas Yale Capital Corp. 0.35% of their portfolio ST. PETERSBURG, FL 577,343577.3k $10.6m $10.6m 0.35% Reduced -3.9k -3,920
45 WALNUT PRIVATE EQUITY PARTNERS, LLC 5.89% of their portfolio OMAHA, NE 550,000550.0k $10.1m $10.1m 5.89% Added +25.0k +25,000
46 Sovereign Investment Advisors, LLC 2.66% of their portfolio PHOENIX, AZ 528,931528.9k $9.7m $9.7m 2.66% Unchanged
47 Jump Financial, LLC 0.12% of their portfolio Chicago, IL 520,594520.6k $9.5m $9.5m 0.12% Added +419.6k +419,571
48 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 520,536520.5k $9.5m $9.5m 0.00% Added +106.1k +106,054
49 EXCHANGE TRADED CONCEPTS, LLC 0.12% of their portfolio Oklahoma City, OK 494,855494.9k $9.1m $9.1m 0.12% Reduced -16.2k -16,199
50 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 460,633460.6k $8.4m $8.4m 0.01% Added +218.6k +218,607
51 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 454,412454.4k $8.3m $8.3m 0.01% Reduced -591.0k -590,995
52 HENNESSY ADVISORS INC 0.27% of their portfolio NOVATO, CA 438,196438.2k $8.0m $8.0m 0.27% Unchanged
53 Maryland State Retirement & Pension System 0.17% of their portfolio BALTIMORE, MD 418,310418.3k $7.7m $7.7m 0.17% Added +24.4k +24,447
54 AMERICAN FINANCIAL GROUP INC 2.83% of their portfolio CINCINNATI, OH 412,500412.5k $7.6m $7.6m 2.83% Unchanged
55 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 404,921404.9k $7.4m $7.4m 0.01% Added +16.1k +16,096
56 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 398,179398.2k $7.3m $7.3m 0.01% Reduced -23.7k -23,656
57 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 376,690376.7k $7.3m $7.3m 0.01% Added +190.5k +190,499
58 U.S. Capital Wealth Advisors, LLC 0.20% of their portfolio AUSTIN, TX 366,691366.7k $6.7m $6.7m 0.20% Added +94.1k +94,132
59 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 363,557363.6k $6.7m $6.7m 0.00% Added +14.3k +14,277
60 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 323,590323.6k $5.9m $5.9m 0.11% Added +46.4k +46,406
61 Americana Partners, LLC 0.17% of their portfolio Houston, TX 273,307273.3k $5.0m $5.0m 0.17% Added +15.7k +15,706
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 270,209270.2k $5.0m $5.0m 0.00% Reduced -73.1k -73,054
63 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.03% of their portfolio SYOSSET, NY 269,300269.3k $4.9m $4.9m 1.03% Reduced -63.0k -63,000
64 PEAK6 LLC 0.09% of their portfolio AUSTIN, TX 263,738263.7k $4.8m $4.8m 0.09% New
65 CWA Asset Management Group, LLC 0.19% of their portfolio NAPLES, FL 242,023242.0k $4.4m $4.4m 0.19% Reduced -12.6k -12,601
66 BlackRock, Inc. 0.00% of their portfolio New York, NY 225,818225.8k $4.1m $4.1m 0.00% Unchanged
67 Crescent Grove Advisors, LLC 0.39% of their portfolio LAKE FOREST, IL 220,540220.5k $4.0m $4.0m 0.39% Added +20.2k +20,175
68 Glenmede Investment Management, LP 0.02% of their portfolio PHILADELPHIA, PA 218,180218.2k $4.0m $4.0m 0.02% First filing
69 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 212,346212.3k $4.0m $4.0m 0.11% Reduced -2.6k -2,563
70 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 206,219206.2k $3.8m $3.8m 0.00% Reduced -781.0k -781,033
71 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.10% of their portfolio BALA CYNWYD, PA 202,073202.1k $3.7m $3.7m 0.10% Reduced -54.4k -54,425
72 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 194,305194.3k $3.6m $3.6m 0.00% New
73 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 193,994194.0k $3.6m $3.6m 0.01% Added +3.1k +3,060
74 Forvis Mazars Wealth Advisors, LLC 0.07% of their portfolio Springfield, MO 181,567181.6k $3.3m $3.3m 0.07% Unchanged
75 ELCO Management Co., LLC 1.71% of their portfolio New York, NY 178,065178.1k $3.3m $3.3m 1.71% Added +2.3k +2,252
76 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 177,155177.2k $3.2m $3.2m 0.02% Added +5.3k +5,348
77 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 160,928160.9k $2.9m $2.9m 0.00% Added +13.0k +13,021
78 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 159,266159.3k $2.9m $2.9m 0.00% Added +14.1k +14,055
79 RR Advisors, LLC 0.70% of their portfolio DALLAS, TX 159,000159.0k $2.9m $2.9m 0.70% Unchanged
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 156,099156.1k $2.9m $2.9m 0.00% Unchanged
81 MANNING & NAPIER ADVISORS LLC 0.03% of their portfolio Fairport, NY 150,000150.0k $2.7m $2.7m 0.03% Unchanged
82 Callodine Capital Management, LP 0.28% of their portfolio BOSTON, MA 150,000150.0k $2.7m $2.7m 0.28% Unchanged
83 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.16% of their portfolio DALLAS, TX 145,300145.3k $2.7m $2.7m 0.16% Reduced -38.8k -38,805
84 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 143,667143.7k $2.6m $2.6m 0.00% Added +5.2k +5,191
85 DIVIDEND ASSETS CAPITAL, LLC 0.48% of their portfolio Ridgeland, SC 142,785142.8k $2.6m $2.6m 0.48% Added +12.4k +12,403
86 Rydar Equities, Inc. 2.06% of their portfolio WEATHERFORD, TX 142,482142.5k $2.6m $2.6m 2.06% First filing
87 BRIDGES INVESTMENT MANAGEMENT INC 0.03% of their portfolio OMAHA, NE 136,937136.9k $2.5m $2.5m 0.03% Unchanged
88 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 133,686133.7k $2.4m $2.4m 0.00% Reduced -1.0k -1,010
89 Fort Sheridan Advisors LLC 0.32% of their portfolio HIGHLAND PARK, IL 123,688123.7k $2.3m $2.3m 0.32% Unchanged
90 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 123,242123.2k $2.3m $2.3m 0.00% Reduced -3.1k -3,150
91 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 115,807115.8k $2.1m $2.1m 0.01% Added +42.3k +42,300
92 Oxbow Advisors, LLC 0.23% of their portfolio Austin, TX 113,932113.9k $2.1m $2.1m 0.23% Reduced -4.0k -4,000
93 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 111,785111.8k $2.0m $2.0m 0.03% Added +18.2k +18,247
94 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 111,268111.3k $2.0m $2.0m 0.01% Added +98.3k +98,286
95 Icon Wealth Advisors, LLC 0.14% of their portfolio HOUSTON, TX 110,961111.0k $2.0m $2.0m 0.14% Added +335 +335
96 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 109,809109.8k $2.0m $2.0m 0.01% Added +15.8k +15,825
97 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 105,263105.3k $1.9m $1.9m 0.01% Added +3.4k +3,400
98 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 104,745104.7k $1.9m $1.9m 0.00% Reduced -10.4k -10,410
99 Wealth Alliance Advisory Group, LLC 0.36% of their portfolio Wichita, KS 103,661103.7k $1.9m $1.9m 0.36% Added +10.4k +10,439
100 BOKF, NA 0.03% of their portfolio TULSA, OK 100,720100.7k $1.8m $1.8m 0.03% Reduced -940 -940