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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$11K – – –
GFPC
302
Global Financial Private Client
Florida
$10.2K – – –
BAM
303
Barrett Asset Management
New York
$10K – – –
NFSG
304
Newbridge Financial Services Group
Florida
$9K – – –
VNA
305
Valley National Advisers
Pennsylvania
$9K – – –
PK
306
Pflug Koory
Nebraska
$8K – – –
TH
307
TCTC Holdings
Texas
$8K – – –
IWP
308
IAG Wealth Partners
Wisconsin
$7K -$3.14K -100 -33%
DAM
309
Delta Asset Management
Tennessee
$6K – – –
WLPWM
310
Walled Lake Planning & Wealth Management
Illinois
$6K +$94 +3 +2%
IA
311
IFP Advisors
Florida
$5K – – –
PP
312
Pacifica Partners
Canada
$5K – – –
Bessemer Group
313
Bessemer Group
New Jersey
$4K +$3.67K +117 New
MCM
314
Manchester Capital Management
Vermont
$4K +$3.83K +122 New
CFA
315
Carroll Financial Associates
North Carolina
$3K – – –
HCP
316
Hexagon Capital Partners
Arkansas
$3K – – –
SWA
317
SOA Wealth Advisors
New York
$3K – – –
TC
318
Truvestments Capital
Florida
$3K +$3.14K +100 New
EARNEST Partners
319
EARNEST Partners
Georgia
$2K – – –
EW
320
Evoke Wealth
California
$2K – – –
RIA
321
RPG Investment Advisory
California
$2K – – –
GWS
322
Glassman Wealth Services
Virginia
$2K +$314 +10 +18%
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.85K +59 New
CAGAS
324
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
PA
325
Parallel Advisors
California
$1K – – –