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Pembina Pipeline
PBA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
276
Phocas Financial Corp
California
$28K +$31.6K +952 New
AWMS
277
Advocacy Wealth Management Services
Georgia
$25K – – –
CAC
278
Certified Advisory Corp
Florida
$23K +$166 +5 +0.6%
GWS
279
Glassman Wealth Services
Virginia
$22K – – –
LFG
280
LifePlan Financial Group
Ohio
$20K – – –
CC
281
Claybrook Capital
Massachusetts
$20K +$22.1K +667 New
WDL
282
Well Done LLC
Michigan
$20K +$22.1K +667 New
POIA
283
Pin Oak Investment Advisors
Texas
$18K – – –
BHWM
284
Bay Harbor Wealth Management
Maryland
$18K +$20.1K +605 New
PCP
285
Proficio Capital Partners
Massachusetts
$17K – – –
VNA
286
Valley National Advisers
Pennsylvania
$17K – – –
AIA
287
Alera Investment Advisors
Illinois
$17K +$19.2K +578 New
AOWM
288
Alpha Omega Wealth Management
Virginia
$16K – – –
WT
289
Whittier Trust
California
$16K – – –
CIAS
290
Capital Investment Advisory Services
North Carolina
$16K +$18K +542 New
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$16.6K +500 New
LPWM
292
Lake Point Wealth Management
Texas
$13K +$14.3K +432 New
FANJ
293
Financial Architects (New Jersey)
New Jersey
$12K – – –
RCG
294
Ruggie Capital Group
Florida
$12K +$13.1K +396 New
NWM
295
Northwest Wealth Management
Iowa
$11K – – –
LJHT
296
Laurie J. Hall Trustee
$10K – – –
EWM
297
Executive Wealth Management
Michigan
$10K +$11.5K +348 New
BAM
298
Barrett Asset Management
New York
$9K -$9.95K -300 -50%
CWM
299
Cedar Wealth Management
California
$9K – – –
DAM
300
Delta Asset Management
Tennessee
$9K – – –
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