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Pembina Pipeline
PBA

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
401
Bell Investment Advisors
California
$6.52K – – –
BGAI
402
Bruce G. Allen Investments
Colorado
$6.38K +$1.67K +36 +35%
FGC
403
Financial Gravity Companies
Texas
$5.32K +$5.32K +115 New
SS
404
SBI Securities
Japan
$5.18K +$370 +8 +8%
TFA
405
Transamerica Financial Advisors
Florida
$5.09K +$4.72K +102 +1,275%
SWAG
406
Spectrum Wealth Advisory Group
California
$4.9K +$4.91K +106 New
JWM
407
JPL Wealth Management
Colorado
$4.72K – – –
VWM
408
Vermillion Wealth Management
Minnesota
$4.63K – – –
MWM
409
Mosley Wealth Management
California
$4.53K -$185 -4 -4%
FHC
410
First Horizon Corporation
Tennessee
$3.98K -$509 -11 -11%
CFO
411
CVA Family Office
Colorado
$3.88K – – –
GI
412
GAMMA Investing
California
$3.88K – – –
JWA
413
JFS Wealth Advisors
Pennsylvania
$3.33K – – –
EWP
414
Elevation Wealth Partners
California
$2.96K +$2.96K +64 New
BFPW
415
BOK Financial Private Wealth
Colorado
$2.91K +$2.92K +63 New
TPCW
416
TD Private Client Wealth
New York
$2.87K +$2.18K +47 +313%
WCM
417
Westend Capital Management
California
$2.77K +$2.78K +60 New
JFA
418
JNBA Financial Advisors
Minnesota
$2.04K +$2.04K +44 New
PWMA
419
Pension & Wealth Management Advisors
Massachusetts
$1.94K – – –
LI
420
LRI Investments
Florida
$1.02K +$1.02K +22 New
PCM
421
Penserra Capital Management
California
$1K – – –
SWM
422
SHP Wealth Management
Massachusetts
$925 – – –
TCM
423
Tradewinds Capital Management
Washington
$925 – – –
APFP
424
Action Point Financial Planning
Michigan
$601 +$602 +13 New
NSIM
425
North Star Investment Management
Illinois
$555 +$556 +12 New
15 16
17
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