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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
276
HM Payson & Co
Maine
$42K +$40.9K +1,122 New
ASN
277
Advisory Services Network
Georgia
$41K – – –
WTC
278
WhitTier Trust Company
Nevada
$41K – – –
AG
279
Aperio Group
California
$41K +$39.8K +1,094 New
SIS
280
Sound Income Strategies
Florida
$37K – – –
TL
281
TrueWealth LLC
Georgia
$37K – – –
SF
282
Synovus Financial
Georgia
$35K – – –
PFC
283
Phocas Financial Corp
California
$35K +$34.7K +952 New
SWP
284
Strategic Wealth Partners
Ohio
$33K +$32.8K +900 New
PA
285
Parallel Advisors
California
$30K – – –
CAW
286
Cornerstone Advisors (Washington)
Washington
$30K +$9.98K +274 +52%
CAC
287
Certified Advisory Corp
Florida
$29K +$146 +4 +0.5%
ZB
288
Zions Bancorporation
Utah
$27K -$8.92K -245 -25%
CTC
289
Central Trust Company
Missouri
$27K – – –
LFG
290
LifePlan Financial Group
Ohio
$26K – – –
POIA
291
Pin Oak Investment Advisors
Texas
$23K – – –
IFAM
292
Institutional & Family Asset Management
Colorado
$22K +$255 +7 +1%
VNA
293
Valley National Advisers
Pennsylvania
$21K – – –
WT
294
Whittier Trust
California
$21K – – –
RIA
295
Realta Investment Advisors
Delaware
$21K +$20.8K +572 New
AOWM
296
Alpha Omega Wealth Management
Virginia
$20K – – –
BHWM
297
Bay Harbor Wealth Management
Maryland
$20K – – –
WCG
298
Weaver Consulting Group
California
$20K – – –
CIAS
299
Capital Investment Advisory Services
North Carolina
$20K +$3.1K +85 +19%
LWANC
300
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –