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Brookfield Infrastructure Partners
BIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
276
Rockbridge Investment Management
New York
$16K – – –
AA
277
Ancora Advisors
Ohio
$14K -$79.5K -2,700 -86%
TCM
278
Tradewinds Capital Management
Washington
$14K – – –
PS
279
Planned Solutions
California
$14K +$13.2K +450 New
SWM
280
Selective Wealth Management
Virginia
$14K +$13.2K +450 New
FHC
281
First Horizon Corporation
Tennessee
$13K +$12.8K +435 New
PWMG
282
Prestige Wealth Management Group
New Jersey
$11K – – –
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
WT
284
Whittier Trust
California
$9K – – –
SWM
285
Sugarloaf Wealth Management
Georgia
$8K -$91.9K -3,123 -93%
CFN
286
Cordasco Financial Network
Florida
$8K – – –
PP
287
Pacifica Partners
Canada
$7K – – –
CHA
288
Carmichael Hill & Associates
Maryland
$7K +$706 +24 +11%
JWM
289
Jeppson Wealth Management
California
$7K +$6.62K +225 New
AWM
290
Avior Wealth Management
Nebraska
$5K – – –
BFEC
291
Benjamin F. Edwards & Company
Missouri
$5K – – –
JCM
292
Jacobi Capital Management
Pennsylvania
$5K – – –
ME
293
McIlrath & Eck
Washington
$5K – – –
NSIM
294
North Star Investment Management
Illinois
$5K – – –
TPWA
295
TRUE Private Wealth Advisors
Oregon
$5K – – –
VFA
296
Valeo Financial Advisors
Indiana
$5K – – –
ABC
297
Associated Banc-Corp
Wisconsin
$5K +$4.42K +150 New
FGA
298
Fortis Group Advisors
New Jersey
$5K +$5.09K +173 New
DAM
299
Delta Asset Management
Tennessee
$4K – – –
BWL
300
Bogart Wealth LLC
Virginia
$3K – – –
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12
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