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Brookfield Infrastructure Partners
BIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
301
Selective Wealth Management
Virginia
$17K – – –
TCM
302
Tradewinds Capital Management
Washington
$17K – – –
FHC
303
First Horizon Corporation
Tennessee
$16K – – –
LS
304
Leelyn Smith
Illinois
$16K – – –
PWMG
305
Prestige Wealth Management Group
New Jersey
$13K – – –
COCM
306
Charter Oak Capital Management
New Hampshire
$11K – – –
HPC
307
HM Payson & Co
Maine
$11K – – –
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
SWA
309
SOA Wealth Advisors
New York
$11K – – –
CFN
310
Cordasco Financial Network
Florida
$10K – – –
CHA
311
Carmichael Hill & Associates
Maryland
$9K – – –
SWM
312
Sugarloaf Wealth Management
Georgia
$9K +$72 +2 +0.8%
ETC
313
Exchange Traded Concepts
Oklahoma
$8K +$8.31K +230 New
AWM
314
Avior Wealth Management
Nebraska
$6K – – –
ME
315
McIlrath & Eck
Washington
$6K – – –
CAL
316
Capital Analysts LLC
Pennsylvania
$4K – – –
DAM
317
Delta Asset Management
Tennessee
$4K – – –
VNA
318
Valley National Advisers
Pennsylvania
$3K +$1.37K +38 +84%
CB
319
Community Bank
New York
$2K – – –
HFA
320
Hoover Financial Advisors
Pennsylvania
$2K +$1.74K +48 New
CB
321
CNB Bank
Pennsylvania
$1K – – –
GLLW
322
Graves Light Lenhart Wealth
Virginia
$1K – – –
WAS
323
Winch Advisory Services
Wisconsin
$1K – – –
TPM
324
Triasima Portfolio Management
Quebec, Canada
– -$17M -477,750 Closed
HF
325
HRT Financial
New York
– -$2.99M -84,287 Closed
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13
14