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Pembina Pipeline
PBA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$56K – – –
QI
302
QV Investors
Alberta, Canada
$56K – – –
FPS
303
Fieldpoint Private Securities
Connecticut
$56K +$6.18K +183 +14%
FWA
304
FSC Wealth Advisors
New York
$54K +$675 +20 +1%
AIL
305
AGF Investments LLC
Ontario, Canada
$50K -$15.1K -448 -25%
APA
306
American Portfolios Advisors
New York
$48.7K – – –
GI
307
Gradient Investments
Minnesota
$46K – – –
BWL
308
Bogart Wealth LLC
Virginia
$45K +$40.2K +1,190 New
IFAM
309
Institutional & Family Asset Management
Colorado
$43K +$540 +16 +1%
WTC
310
WhitTier Trust Company
Nevada
$42K – – –
TCM
311
Tradewinds Capital Management
Washington
$37K – – –
SFFS
312
Stonehage Fleming Financial Services
Jersey
$35K +$31.4K +931 New
T
313
TOBAM
France
$35K +$31.5K +933 New
CFB
314
Cullen/Frost Bankers
Texas
$34K -$135K -4,000 -82%
LWANC
315
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K – – –
S
316
SignatureFD
Georgia
$34K – – –
SSC
317
Syverson Strege & Co
Iowa
$32K – – –
CJL
318
Cyrus J. Lawrence
New York
$31K +$28.2K +835 New
ZB
319
Zions Bancorporation
Utah
$28K – – –
EWA
320
EverSource Wealth Advisors
Alabama
$27K -$777 -23 -3%
BCV
321
Banque Cantonale Vaudoise
Switzerland
$25K -$9.46K -280 -30%
CTC
322
Central Trust Company
Missouri
$25K +$5.4K +160 +32%
POIA
323
Pin Oak Investment Advisors
Texas
$23K – – –
HIM
324
Hillsdale Investment Management
Ontario, Canada
$20K -$354K -10,474 -95%
CWC
325
Carolinas Wealth Consulting
North Carolina
$19K – – –
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13
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