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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$66.8K – – –
FB
352
First Bancorp
Maine
$55.9K +$56K +1,209 New
BWL
353
Bogart Wealth LLC
Virginia
$55K – – –
MI
354
Markowski Investments
Florida
$54.5K +$54.5K +1,178 New
TCIIS
355
TIAA-CREF Individual & Institutional Services
New York
$49.1K – – –
CA
356
Clearstead Advisors
Ohio
$46.9K +$46.9K +1,014 New
DJSG
357
D.J. St. Germain
Massachusetts
$46.8K – – –
GSWM
358
Golden State Wealth Management
California
$46.3K – – –
PWA
359
Physician Wealth Advisors
Utah
$43K +$463 +10 +1%
CFB
360
Cullen/Frost Bankers
Texas
$41.5K – – –
PWPS
361
Pinnacle Wealth Planning Services
Ohio
$37.6K – – –
WIM
362
Westside Investment Management
California
$37.4K – – –
MG
363
Mather Group
Illinois
$33.4K -$4.4K -95 -12%
TFIPS
364
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K – – –
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$32.1K +$3.33K +72 +12%
NEWAS
366
N.E.W. Advisory Services
Wisconsin
$31.4K – – –
DF
367
Dunhill Financial
United Kingdom
$31.2K – – –
PTC
368
Private Trust Company
Ohio
$31.1K -$1.06K -23 -3%
SAM
369
Smartleaf Asset Management
Massachusetts
$30.5K – – –
Kayne Anderson Rudnick Investment Management
370
Kayne Anderson Rudnick Investment Management
California
$29.9K – – –
MWA
371
Medallion Wealth Advisors
Connecticut
$27.8K – – –
SWM
372
Spire Wealth Management
Virginia
$25.9K +$139 +3 +0.5%
AssetMark Inc
373
AssetMark Inc
California
$25.6K – – –
EDRH
374
Edmond de Rothschild Holding
Switzerland
$24.1K +$24.2K +522 New
GIA
375
GHP Investment Advisors
Colorado
$23.9K – – –