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Pembina Pipeline
PBA

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
326
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K – – –
HI
327
Harbour Investments
Wisconsin
$74.3K – – –
EWA
328
EverSource Wealth Advisors
Alabama
$71.9K +$453 +12 +0.7%
CH
329
Cromwell Holdings
Wyoming
$70.4K – – –
CAM
330
Creekmur Asset Management
Illinois
$68.5K +$38 +1 +0.1%
ASN
331
Advisory Services Network
Georgia
$68.5K +$63.9K +1,694 New
PWAM
332
Private Wealth Asset Management
Iowa
$67.6K – – –
FWA
333
Flagship Wealth Advisors
Massachusetts
$62.1K – – –
GWM
334
Geneos Wealth Management
Colorado
$58.4K – – –
PS
335
Principal Securities
Iowa
$53.1K +$9.47K +251 +24%
VCM
336
Versant Capital Management
Arizona
$48.7K -$14.3K -380 -24%
BWL
337
Bogart Wealth LLC
Virginia
$48.1K – – –
WANY
338
Wealthspire Advisors (New York)
New York
$48K +$44.8K +1,187 New
MG
339
Mather Group
Illinois
$45.4K +$42.3K +1,121 New
LFG
340
Larson Financial Group
Missouri
$42.8K +$9.77K +259 +32%
DJSG
341
D.J. St. Germain
Massachusetts
$40.9K – – –
PA
342
Parallel Advisors
California
$40.8K -$6.6K -175 -15%
GSWM
343
Golden State Wealth Management
California
$40.5K +$37.7K +1,000 New
PWA
344
Physician Wealth Advisors
Utah
$37.2K +$28.3K +750 +441%
GRP
345
Global Retirement Partners
California
$37.1K +$113 +3 +0.3%
CFB
346
Cullen/Frost Bankers
Texas
$36.3K – – –
WIM
347
Westside Investment Management
California
$32.3K +$15.2K +404 +100%
CIAM
348
Caitong International Asset Management
Hong Kong
$30.6K +$28.5K +756 New
AAS
349
Ameritas Advisory Services
Nebraska
$29.3K -$39.1K -1,037 -59%
TFIPS
350
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.3K – – –
12 13
14
15 16