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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
326
Mine & Arao Wealth Creation & Management
California
$13K – – –
LS
327
Leelyn Smith
Illinois
$13K +$15.2K +425 New
BCWM
328
Bartlett & Co Wealth Management
Ohio
$12.2K – – –
BC
329
Bartlett & Co
Ohio
$12K – – –
BWM
330
BerganKDV Wealth Management
Minnesota
$12K – – –
CM
331
Cornerstone Management
Georgia
$11.6K – – –
TSWM
332
Tyler-Stone Wealth Management
Ohio
$11K +$143 +4 +1%
GFPC
333
Global Financial Private Client
Florida
$10.3K – – –
SWM
334
Spire Wealth Management
Virginia
$9K -$1.5K -42 -12%
PMFA
335
Plante Moran Financial Advisors
Michigan
$9K – – –
VNA
336
Valley National Advisers
Pennsylvania
$9K – – –
GWS
337
Glassman Wealth Services
Virginia
$9K +$3.46K +97 +48%
LF
338
Lee Financial
Texas
$8K – – –
FHA
339
First Horizon Advisors
Tennessee
$8K +$1.07K +30 +11%
MAM
340
Meeder Asset Management
Ohio
$8K +$9.09K +255 New
IA
341
IFP Advisors
Florida
$7K – – –
TH
342
TCTC Holdings
Texas
$7K – – –
TFP
343
Tilia Fiduciary Partners
North Carolina
$7K – – –
BCMLT
344
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
IWP
345
IAG Wealth Partners
Wisconsin
$6K – – –
VWM
346
Valley Wealth Managers
New Jersey
$6K – – –
SCA
347
Stonebridge Capital Advisors
Minnesota
$5K -$3.28K -92 -38%
Bessemer Group
348
Bessemer Group
New Jersey
$5K +$5.92K +166 New
LFA
349
Legend Financial Advisors
Pennsylvania
$4.56K +$5.35K +150 New
ETC
350
Exchange Traded Concepts
Oklahoma
$4K -$1.71K -48 -29%