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Brookfield Infrastructure Partners
BIP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
301
Tradewinds Capital Management
Washington
$15K – – –
FHC
302
First Horizon Corporation
Tennessee
$14K – – –
PWMG
303
Prestige Wealth Management Group
New Jersey
$12K – – –
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
COCM
305
Charter Oak Capital Management
New Hampshire
$10K +$9.77K +300 New
SWA
306
SOA Wealth Advisors
New York
$10K +$9.77K +300 New
CFN
307
Cordasco Financial Network
Florida
$9K – – –
CHA
308
Carmichael Hill & Associates
Maryland
$8K – – –
PP
309
Pacifica Partners
Canada
$8K – – –
AWG
310
Altus Wealth Group
Colorado
$7K +$7.33K +225 New
AWM
311
Avior Wealth Management
Nebraska
$6K – – –
VFA
312
Valeo Financial Advisors
Indiana
$6K – – –
ME
313
McIlrath & Eck
Washington
$5K – – –
NSIM
314
North Star Investment Management
Illinois
$5K – – –
TPWA
315
TRUE Private Wealth Advisors
Oregon
$5K – – –
DAM
316
Delta Asset Management
Tennessee
$4K – – –
CAL
317
Capital Analysts LLC
Pennsylvania
$3K – – –
CB
318
Community Bank
New York
$2K – – –
VNA
319
Valley National Advisers
Pennsylvania
$1K – – –
WAS
320
Winch Advisory Services
Wisconsin
$1K – – –
GLLW
321
Graves Light Lenhart Wealth
Virginia
$1K +$586 +18 New
MIM
322
Merrion Investment Management
New Jersey
$1K +$1.47K +45 New
PVI
323
Partners Value Investments
Bermuda
– -$36.4M -1,145,979 Closed
AACA
324
American Assets Capital Advisers
California
– -$13M -408,063 Closed
GCP
325
GSA Capital Partners
United Kingdom
– -$2.15M -67,679 Closed
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