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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
301
Private Advisor Group
New Jersey
$230K +$214K +5,678 New
WAM
302
Wernau Asset Management
Massachusetts
$225K -$3.66K -97 -2%
MIM
303
Marco Investment Management
Georgia
$225K
IWM
304
IHT Wealth Management
Illinois
$225K +$528 +14 +0.3%
VT
305
Vise Technologies
New York
$225K -$10.8K -286 -5%
PFS
306
Prospera Financial Services
Texas
$223K -$149K -3,939 -42%
HWM
307
HB Wealth Management
Georgia
$220K +$205K +5,440 New
NS
308
NBC Securities
Alabama
$219K +$9.74K +258 +5%
KWA
309
Kellett Wealth Advisors
Ohio
$218K +$204K +5,400 New
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$214K -$4.34K -115 -2%
BHPW
311
Beverly Hills Private Wealth
California
$212K -$9.66K -256 -5%
BCI
312
Brinker Capital Investments
Pennsylvania
$211K +$197K +5,227 New
PP
313
PDS Planning
Ohio
$203K +$189K +5,021 New
BCM
314
Basso Capital Management
Connecticut
$202K
DC
315
Davenport & Co
Virginia
$202K +$189K +5,001 New
AHL
316
Abel Hall LLC
Louisiana
$202K +$189K +5,000 New
RhumbLine Advisers
317
RhumbLine Advisers
Massachusetts
$181K
AAP
318
Arax Advisory Partners
Colorado
$135K +$44.2K +1,171 +54%
FFA
319
Farther Finance Advisors
California
$132K -$19.2K -509 -13%
AF
320
Allworth Financial
California
$132K +$38 +1 +0%
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$131K -$7.51K -199 -6%
WBWA
322
William B. Walkup & Associates
South Carolina
$120K
Bank Julius Baer & Co
323
Bank Julius Baer & Co
Switzerland
$116K +$109K +2,878 New
MEG
324
Millstone Evans Group
Colorado
$101K
Macquarie Group
325
Macquarie Group
Australia
$93.9K -$13.2M -350,700 -99%