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Pembina Pipeline
PBA

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
251
Glenmede Trust
Pennsylvania
$76K – – –
GI
252
Gradient Investments
Minnesota
$73K – – –
TAM
253
Tyers Asset Management
Texas
$70K – – –
CIM
254
Centersquare Investment Management
Pennsylvania
$66K +$69.9K +2,110 New
HR
255
Howe & Rusling
New York
$66K +$69.9K +2,111 New
AF
256
Advisornet Financial
Minnesota
$64K +$54.7K +1,650 +403%
OIA
257
OneDigital Investment Advisors
Kansas
$62K – – –
QI
258
QV Investors
Alberta, Canada
$60K – – –
DBT
259
Dubuque Bank & Trust
Iowa
$55K – – –
IFAM
260
Institutional & Family Asset Management
Colorado
$48K +$50.5K +1,524 New
RFC
261
Regions Financial Corp
Alabama
$46K -$4.61K -139 -9%
JWA
262
JFS Wealth Advisors
Pennsylvania
$46K – – –
JCM
263
Jacobi Capital Management
Pennsylvania
$45K – – –
CBOA
264
Commonwealth Bank of Australia
Australia
$41K +$29.8K +900 +197%
HCM
265
Highlander Capital Management
New Jersey
$37K – – –
SIS
266
Sound Income Strategies
Florida
$31K – – –
TL
267
TrueWealth LLC
Georgia
$31K – – –
AIS
268
AlphaOne Investment Services
Pennsylvania
$30K +$9.08K +274 +41%
SF
269
Synovus Financial
Georgia
$30K +$31.5K +950 New
ZB
270
Zions Bancorporation
Utah
$30K +$32.2K +972 New
AWMS
271
Advocacy Wealth Management Services
Georgia
$27K – – –
CPIG
272
Chicago Partners Investment Group
Illinois
$25K – – –
SWP
273
Strategic Wealth Partners
Ohio
$23K – – –
CTC
274
Central Trust Company
Missouri
$22K – – –
LFG
275
LifePlan Financial Group
Ohio
$21K +$22.7K +686 New
9 10
11
12 13