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Brookfield Infrastructure Partners
BIP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
301
First Horizon Corporation
Tennessee
$15K – – –
PWMG
302
Prestige Wealth Management Group
New Jersey
$12K – – –
COCM
303
Charter Oak Capital Management
New Hampshire
$11K – – –
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
HPC
305
HM Payson & Co
Maine
$11K +$10.5K +300 New
SWA
306
SOA Wealth Advisors
New York
$10K – – –
CFN
307
Cordasco Financial Network
Florida
$9K – – –
SWM
308
Sugarloaf Wealth Management
Georgia
$9K +$8.68K +249 New
CHA
309
Carmichael Hill & Associates
Maryland
$8K – – –
AWM
310
Avior Wealth Management
Nebraska
$6K – – –
VFA
311
Valeo Financial Advisors
Indiana
$6K – – –
ME
312
McIlrath & Eck
Washington
$5K – – –
NSIM
313
North Star Investment Management
Illinois
$5K – – –
CAL
314
Capital Analysts LLC
Pennsylvania
$4K – – –
DAM
315
Delta Asset Management
Tennessee
$4K – – –
MWM
316
Mascoma Wealth Management
New Hampshire
$3K +$2.62K +75 New
CB
317
Community Bank
New York
$2K – – –
VNA
318
Valley National Advisers
Pennsylvania
$2K – – –
GLLW
319
Graves Light Lenhart Wealth
Virginia
$1K – – –
WAS
320
Winch Advisory Services
Wisconsin
$1K – – –
CAM
321
Cidel Asset Management
Ontario, Canada
– -$13.5M -411,078 Closed
IMCOOI
322
Investment Management Corp of Ontario (IMCO)
Canada
– -$4.26M -129,473 Closed
CT
323
Clearstead Trust
Maine
– -$2.85M -86,088 Closed
VEA
324
Virtus ETF Advisers
New York
– -$1.46M -44,231 Closed
TPA
325
Trivium Point Advisory
Connecticut
– -$1.42M -43,317 Closed
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