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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
GGA
301
Granite Group Advisors
Connecticut
$277K -$2.36K -51 -0.8%
MFG
302
Mosaic Financial Group
Illinois
$275K -$37K -800 -12%
ONST
303
Old North State Trust
North Carolina
$268K – – –
DC
304
Davenport & Co
Virginia
$264K – – –
IWM
305
IHT Wealth Management
Illinois
$259K +$833 +18 +0.3%
WAM
306
Wernau Asset Management
Massachusetts
$258K – – –
MIM
307
Marco Investment Management
Georgia
$258K – – –
KWM
308
Kingsview Wealth Management
Oregon
$257K +$6.71K +145 +3%
FFA
309
Farther Finance Advisors
California
$255K +$1.16K +25 +0.5%
APP
310
Avantax Planning Partners
Iowa
$250K -$6.57K -142 -3%
KWA
311
Kellett Wealth Advisors
Ohio
$250K – – –
AFG
312
Atomi Financial Group
New York
$243K +$15K +324 +7%
KMWM
313
Keudell/Morrison Wealth Management
Oregon
$237K – – –
MBTD
314
Mechanics Bank - Trust Department
California
$235K +$235K +5,075 New
Simplex Trading
315
Simplex Trading
Illinois
$234K +$235K +5,070 New
AHL
316
Abel Hall LLC
Louisiana
$231K – – –
DI
317
Disciplined Investments
Oklahoma
$231K – – –
LFAS
318
Level Four Advisory Services
Texas
$227K -$417K -8,998 -65%
SI
319
Stephens Inc
Arkansas
$220K +$2.55K +55 +1%
PP
320
PDS Planning
Ohio
$220K -$8.75K -189 -4%
SG
321
Stanich Group
New York
$216K – – –
SWP
322
Sagespring Wealth Partners
Tennessee
$212K +$231 +5 +0.1%
NS
323
NBC Securities
Alabama
$206K -$8.56K -185 -4%
SCM
324
SCS Capital Management
Massachusetts
$206K +$204K +4,404 New
SFG
325
Southern Financial Group
Alabama
$205K +$205K +4,436 New