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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
Samalin Investment Counsel
New York
$25K +$25K +700 New
CDIA
302
Capital Directions Investment Advisors
Georgia
$24K – – –
1IA
303
1834 Investment Advisors
Wisconsin
$24K +$22.8K +637 New
POIA
304
Pin Oak Investment Advisors
Texas
$23K – – –
IFAM
305
Institutional & Family Asset Management
Colorado
$22K +$250 +7 +1%
HFS
306
HBC Financial Services
Washington
$22K +$21.5K +600 New
IA
307
IFP Advisors
Florida
$21K – – –
WT
308
Whittier Trust
California
$21K – – –
WCG
309
Weaver Consulting Group
California
$20K – – –
S
310
SignatureFD
Georgia
$18K -$2.93K -82 -14%
SSB
311
Sandy Spring Bank
Maryland
$17K -$16.1K -450 -50%
VRM
312
Vectors Research Management
New York
$16K – – –
IWP
313
IAG Wealth Partners
Wisconsin
$16K +$15.2K +425 New
MAWCM
314
Mine & Arao Wealth Creation & Management
California
$16K +$15.2K +425 New
SIS
315
Sound Income Strategies
Florida
$15K -$21.1K -589 -59%
FANJ
316
Financial Architects (New Jersey)
New Jersey
$15K – – –
LWA
317
Lenox Wealth Advisors
New York
$14K – – –
GFPC
318
Global Financial Private Client
Florida
$11.8K +$11.4K +319 New
BAM
319
Barrett Asset Management
New York
$11K – – –
DAM
320
Delta Asset Management
Tennessee
$11K – – –
SPIA
321
Steward Partners Investment Advisory
New York
$10K -$5.22K -146 -34%
VNA
322
Valley National Advisers
Pennsylvania
$10K – – –
CWA
323
Capital Wealth Alliance
Arizona
$10K +$9.16K +256 New
AIM
324
Aigen Investment Management
New York
$10K +$10.1K +281 New
GAM
325
Gemmer Asset Management
California
$9K – – –