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Pembina Pipeline
PBA

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
301
JCIC Asset Management
Ontario, Canada
$282K +$4.88K +115 +2%
MA
302
MONECO Advisors
Connecticut
$281K +$2.54K +60 +1%
CA
303
Continuum Advisory
Idaho
$278K -$12.6K -296 -5%
SWP
304
Stratos Wealth Partners
Ohio
$273K -$41.8K -986 -14%
GGA
305
Granite Group Advisors
Connecticut
$270K -$21.5K -506 -8%
FTUS
306
Flow Traders U.S.
New York
$268K +$254K +5,988 New
CC
307
Centiva Capital
New York
$267K +$253K +5,955 New
ONST
308
Old North State Trust
North Carolina
$259K – – –
PAG
309
Private Advisor Group
New Jersey
$257K +$127 +3 +0.1%
DC
310
Davenport & Co
Virginia
$256K -$12.9K -304 -5%
IWM
311
IHT Wealth Management
Illinois
$250K +$594 +14 +0.3%
WAM
312
Wernau Asset Management
Massachusetts
$249K – – –
MIM
313
Marco Investment Management
Georgia
$249K – – –
APP
314
Avantax Planning Partners
Iowa
$248K – – –
KWM
315
Kingsview Wealth Management
Oregon
$242K +$2.21K +52 +1%
KWA
316
Kellett Wealth Advisors
Ohio
$242K – – –
FFA
317
Farther Finance Advisors
California
$240K +$5.09K +120 +2%
EWA
318
EP Wealth Advisors
California
$236K +$224K +5,276 New
KMWM
319
Keudell/Morrison Wealth Management
Oregon
$229K +$217K +5,126 New
AIM
320
Aigen Investment Management
New York
$228K +$216K +5,099 New
BCM
321
Basso Capital Management
Connecticut
$224K – – –
AHL
322
Abel Hall LLC
Louisiana
$224K +$212K +5,000 New
DI
323
Disciplined Investments
Oklahoma
$224K +$212K +5,000 New
PP
324
PDS Planning
Ohio
$221K +$209K +4,935 New
AFG
325
Atomi Financial Group
New York
$221K +$209K +4,927 New
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