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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
326
Golden State Wealth Management
California
$38.1K – – –
UBS AM
327
UBS AM
Illinois
$35.5K +$35.9K +934 New
PWA
328
Physician Wealth Advisors
Utah
$35K – – –
CFB
329
Cullen/Frost Bankers
Texas
$34.2K – – –
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$33.6K +$33.9K +882 New
WIM
331
Westside Investment Management
California
$31.2K – – –
SAM
332
Smartleaf Asset Management
Massachusetts
$27.5K +$8K +208 +41%
SIS
333
Sound Income Strategies
Florida
$27K – – –
BWA
334
Basecamp Wealth Advisors
Washington
$26.8K +$27K +703 New
TFIPS
335
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.7K – – –
PTC
336
Private Trust Company
Ohio
$26.5K +$3.77K +98 +16%
NEWAS
337
N.E.W. Advisory Services
Wisconsin
$25.9K – – –
DF
338
Dunhill Financial
United Kingdom
$25.7K – – –
Kayne Anderson Rudnick Investment Management
339
Kayne Anderson Rudnick Investment Management
California
$24.6K – – –
SHF
340
Safe Harbor Fiduciary
Florida
$23.6K +$23.8K +619 New
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$23.1K +$15K +390 +181%
MWA
342
Medallion Wealth Advisors
Connecticut
$22.8K – – –
SWM
343
Spire Wealth Management
Virginia
$21.1K +$115 +3 +0.5%
AssetMark Inc
344
AssetMark Inc
California
$21K -$846 -22 -4%
GIA
345
GHP Investment Advisors
Colorado
$19.7K – – –
CTC
346
Central Trust Company
Missouri
$19.6K – – –
GWSA
347
Global Wealth Strategies & Associates
Colorado
$19K +$19.2K +500 New
TCM
348
Triumph Capital Management
Colorado
$18.6K +$18.8K +488 New
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$17.1K – – –
APW
350
Aventura Private Wealth
Florida
$17K – – –