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Pembina Pipeline

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
351
Bogart Wealth LLC
Virginia
$55K
MI
352
Markowski Investments
Florida
$54.5K +$54.5K +1,178 New
TCIIS
353
TIAA-CREF Individual & Institutional Services
New York
$49.1K
CA
354
Clearstead Advisors
Ohio
$46.9K +$46.9K +1,014 New
DJSG
355
D.J. St. Germain
Massachusetts
$46.8K
GSWM
356
Golden State Wealth Management
California
$46.3K
PWA
357
Physician Wealth Advisors
Utah
$43K +$463 +10 +1%
CFB
358
Cullen/Frost Bankers
Texas
$41.5K
PWPS
359
Pinnacle Wealth Planning Services
Ohio
$37.6K
WIM
360
Westside Investment Management
California
$37.4K
MG
361
Mather Group
Illinois
$33.4K -$4.4K -95 -12%
IWC
362
Integrated Wealth Concepts
Massachusetts
$32.8K +$32.8K +708 New
TFIPS
363
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$32.1K +$3.33K +72 +12%
NEWAS
365
N.E.W. Advisory Services
Wisconsin
$31.4K
DF
366
Dunhill Financial
United Kingdom
$31.2K
PTC
367
Private Trust Company
Ohio
$31.1K -$1.06K -23 -3%
SAM
368
Smartleaf Asset Management
Massachusetts
$30.5K
Kayne Anderson Rudnick Investment Management
369
Kayne Anderson Rudnick Investment Management
California
$29.9K
MWA
370
Medallion Wealth Advisors
Connecticut
$27.8K
SWM
371
Spire Wealth Management
Virginia
$25.9K +$139 +3 +0.5%
AssetMark Inc
372
AssetMark Inc
California
$25.6K
EDRH
373
Edmond de Rothschild Holding
Switzerland
$24.1K +$24.2K +522 New
GIA
374
GHP Investment Advisors
Colorado
$23.9K
HNB
375
Hilltop National Bank
Wyoming
$23.1K