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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$61.5K +$1.53M +39,250 New
HT
327
Headlands Technologies
Illinois
$59.2K +$56.1K +1,436 New
CAS
328
Coppell Advisory Solutions
Texas
$55.7K – – –
LFG
329
Larson Financial Group
Missouri
$55.3K +$21.2K +541 +68%
BWL
330
Bogart Wealth LLC
Virginia
$49.1K – – –
LSA
331
Leonteq Securities AG
Switzerland
$47.7K – – –
RA
332
Rational Advisors
New York
$46.3K -$6.22K -159 -12%
BCMLT
333
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.2K +$508 +13 +1%
FCA
334
FinTrust Capital Advisors
South Carolina
$43.4K +$41.2K +1,053 New
CFGS
335
Concourse Financial Group Securities
Alabama
$41.8K – – –
DJSG
336
D.J. St. Germain
Massachusetts
$41.7K – – –
MG
337
Mather Group
Illinois
$37.2K -$56.8K -1,454 -62%
CFB
338
Cullen/Frost Bankers
Texas
$37K – – –
MFA
339
McClarren Financial Advisors
Pennsylvania
$37K +$156 +4 +11%
CTC
340
Central Trust Company
Missouri
$34K +$12.7K +325 +65%
BCM
341
Birch Capital Management
Texas
$29.4K – – –
CB
342
CNB Bank
Pennsylvania
$28.7K – – –
DF
343
Dunhill Financial
United Kingdom
$27.8K +$26.4K +675 New
BTI
344
Blue Trust Inc
Georgia
$27.3K +$19.9K +508 +224%
Lazard Asset Management
345
Lazard Asset Management
New York
$27K – – –
Kayne Anderson Rudnick Investment Management
346
Kayne Anderson Rudnick Investment Management
California
$26.7K – – –
FCM
347
Fourpath Capital Management
Oklahoma
$26.3K +$24.9K +637 New
SHF
348
Safe Harbor Fiduciary
Florida
$25.5K +$24.2K +619 New
GRP
349
Global Retirement Partners
California
$25.2K – – –
POIA
350
Pin Oak Investment Advisors
Texas
$25K – – –