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Pembina Pipeline
PBA

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
251
Intellectus Partners
California
$78K +$895 +27 +1%
APA
252
American Portfolios Advisors
New York
$77.5K +$10.6K +320 +15%
GT
253
Glenmede Trust
Pennsylvania
$76K – – –
GI
254
Gradient Investments
Minnesota
$73K – – –
TAM
255
Tyers Asset Management
Texas
$70K – – –
CIM
256
Centersquare Investment Management
Pennsylvania
$66K +$69.9K +2,110 New
HR
257
Howe & Rusling
New York
$66K +$69.9K +2,111 New
AF
258
Advisornet Financial
Minnesota
$64K +$54.7K +1,650 +403%
OIA
259
OneDigital Investment Advisors
Kansas
$62K – – –
QI
260
QV Investors
Alberta, Canada
$60K – – –
DBT
261
Dubuque Bank & Trust
Iowa
$55K – – –
IFAM
262
Institutional & Family Asset Management
Colorado
$48K +$50.5K +1,524 New
RFC
263
Regions Financial Corp
Alabama
$46K -$4.61K -139 -9%
JWA
264
JFS Wealth Advisors
Pennsylvania
$46K – – –
JCM
265
Jacobi Capital Management
Pennsylvania
$45K – – –
CBOA
266
Commonwealth Bank of Australia
Australia
$41K +$29.8K +900 +197%
HCM
267
Highlander Capital Management
New Jersey
$37K – – –
SIS
268
Sound Income Strategies
Florida
$31K – – –
TL
269
TrueWealth LLC
Georgia
$31K – – –
AIS
270
AlphaOne Investment Services
Pennsylvania
$30K +$9.08K +274 +41%
SF
271
Synovus Financial
Georgia
$30K +$31.5K +950 New
ZB
272
Zions Bancorporation
Utah
$30K +$32.2K +972 New
AWMS
273
Advocacy Wealth Management Services
Georgia
$27K – – –
CPIG
274
Chicago Partners Investment Group
Illinois
$25K – – –
SWP
275
Strategic Wealth Partners
Ohio
$23K – – –
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