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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
301
First Command Financial Services
Texas
$7K – – –
CAG
302
Csenge Advisory Group
Florida
$7K +$8.09K +233 New
PA
303
Perennial Advisors
New York
$6K – – –
BL
304
Balentine LLC
Georgia
$6K +$6.63K +191 New
KJWM
305
Kiley Juergens Wealth Management
Washington
$5K – – –
SPIA
306
Steward Partners Investment Advisory
New York
$4K -$2.26K -65 -33%
GTAM
307
Global Trust Asset Management
Florida
$4K – – –
TA
308
Townsend & Associates
Colorado
$4K – – –
PCG
309
Private Capital Group
Connecticut
$4K +$590 +17 +17%
VRM
310
Vectors Research Management
New York
$4K +$4.17K +120 New
EARNEST Partners
311
EARNEST Partners
Georgia
$3K – – –
OGC
312
Oak Grove Capital
New Hampshire
$3K – – –
AssetMark Inc
313
AssetMark Inc
California
$3K +$2.95K +85 New
MWPCG
314
Measured Wealth Private Client Group
New Hampshire
$3K +$3.13K +90 New
FGAM
315
Financial Gravity Asset Management
Texas
$2K -$4.79K -138 -66%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FHA
317
Flagship Harbor Advisors
Massachusetts
$2K – – –
CAGAS
318
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
LF
319
Lee Financial
Texas
$1K – – –
VFA
320
Valeo Financial Advisors
Indiana
$1K – – –
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
FHB
322
First Hawaiian Bank
Hawaii
$1K +$1.32K +38 New
AT
323
AMF Tjänstepension
Sweden
– -$33.5M -966,602 Closed
IA
324
Icon Advisers
Colorado
– -$6.75M -195,000 Closed
SPC
325
Salient Private Client
Texas
– -$1.11M -31,981 Closed