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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
SEC
226
Seven Eight Capital
New York
$411K -$121K -3,584 -22%
BAM
227
Belpointe Asset Management
Nevada
$408K +$3.37K +100 +0.8%
CT
228
Clearstead Trust
Maine
$405K
Assenagon Asset Management
229
Assenagon Asset Management
Luxembourg
$404K -$41.2K -1,222 -9%
KAS
230
Kestra Advisory Services
Texas
$389K -$9.01K -267 -2%
CA
231
Cortland Associates
Missouri
$387K
TI
232
Tidal Investments
Wisconsin
$387K +$403K +11,941 New
MA
233
Mutual Advisors
Nebraska
$378K +$8.03K +238 +2%
MA
234
Montag & Associates
Georgia
$375K
FFM
235
Forum Financial Management
Illinois
$367K
KJHP
236
K.J. Harrison & Partners
Ontario, Canada
$366K
SMC
237
Smith, Moore & Co
Missouri
$365K +$2.29K +68 +0.6%
ClearBridge Investments
238
ClearBridge Investments
New York
$359K -$63.4K -1,880 -15%
AWA
239
Acorn Wealth Advisors
Michigan
$351K -$21.3K -632 -6%
TFA
240
Teamwork Financial Advisors
Texas
$348K -$17.6K -521 -5%
QI
241
Qtron Investments
Massachusetts
$341K
CI
242
Cigna Investments
Connecticut
$340K
GWM
243
Geneos Wealth Management
Colorado
$334K -$520K -15,416 -60%
Mitsubishi UFJ Trust & Banking
244
Mitsubishi UFJ Trust & Banking
Japan
$332K -$112M -3,307,386 -100%
MCM
245
MAI Capital Management
Ohio
$330K
Luther King Capital Management (LKCM)
246
Luther King Capital Management (LKCM)
Texas
$324K
SYBT
247
Stock Yards Bank & Trust
Kentucky
$315K
YCM
248
Yousif Capital Management
Michigan
$300K
TSS
249
Two Sigma Securities
New York
$300K +$312K +9,245 New
BFG
250
Bleakley Financial Group
New Jersey
$298K +$20.1K +596 +7%