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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
226
ClearBridge Investments
New York
$456K -$14.2K -370 -3%
JEST
227
JTC Employer Solutions Trustee
Jersey
$450K – – –
CT
228
Clearstead Trust
Maine
$442K – – –
ST
229
Spinnaker Trust
Maine
$442K – – –
SMC
230
Smith, Moore & Co
Missouri
$433K -$3.85K -100 -0.8%
BAM
231
Belpointe Asset Management
Nevada
$425K +$88.6K +2,300 +24%
CA
232
Cortland Associates
Missouri
$422K – – –
SPIA
233
Steward Partners Investment Advisory
New York
$422K +$42.5K +1,104 +10%
KAS
234
Kestra Advisory Services
Texas
$419K +$456K +11,853 New
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$413K -$1.23K -32 -0.3%
MA
236
Montag & Associates
Georgia
$411K – – –
MA
237
Mutual Advisors
Nebraska
$403K +$439K +11,414 New
KJHP
238
K.J. Harrison & Partners
Ontario, Canada
$402K +$3.04K +79 +0.7%
FFM
239
Forum Financial Management
Illinois
$400K – – –
GMA
240
Glassy Mountain Advisors
Maryland
$394K -$19.6K -510 -4%
WS
241
Wedbush Securities
California
$380K +$86.6K +2,248 +26%
Mariner
242
Mariner
Kansas
$378K +$411K +10,680 New
MCM
243
MAI Capital Management
Ohio
$375K -$2.93K -76 -0.7%
CI
244
Cigna Investments
Connecticut
$371K +$16K +415 +4%
Vanguard Personalized Indexing Management
245
Vanguard Personalized Indexing Management
California
$367K +$399K +10,373 New
CIMLRA
246
CBRE Investment Management Listed Real Assets
Pennsylvania
$358K -$19.3K -500 -5%
GT
247
Glenmede Trust
Pennsylvania
$357K – – –
Luther King Capital Management (LKCM)
248
Luther King Capital Management (LKCM)
Texas
$354K – – –
ACM
249
AlphaCrest Capital Management
New York
$350K -$109K -2,823 -22%
TFA
250
Teamwork Financial Advisors
Texas
$348K +$379K +9,832 New