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Brookfield Infrastructure Partners

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
201
9258 Wealth Management
Ohio
$267K +$910 +27 +0.3%
CCP
202
Carmel Capital Partners
California
$264K – – –
NSCM
203
New South Capital Management
Tennessee
$262K – – –
AG
204
Ascent Group
Virginia
$258K – – –
MWM
205
Mattern Wealth Management
Kansas
$258K – – –
RJT
206
Raymond James Trust
Florida
$258K +$16.8K +498 +7%
FPB
207
First PREMIER Bank
South Dakota
$256K – – –
PTC
208
Private Trust Company
Ohio
$253K – – –
MAM
209
Morse Asset Management
Connecticut
$253K – – –
KWM
210
Kingsview Wealth Management
Oregon
$251K -$19.5K -579 -7%
AF
211
Advisornet Financial
Minnesota
$250K – – –
HVP
212
Hudson Value Partners
Florida
$249K – – –
IF
213
Insight Folios
North Carolina
$248K -$101 -3 -0%
AAS
214
Avantax Advisory Services
Texas
$242K -$5.73K -170 -2%
GT
215
Glenmede Trust
Pennsylvania
$241K – – –
NA
216
NewEdge Advisors
Louisiana
$237K -$26.3K -779 -10%
VCA
217
Verdence Capital Advisors
Maryland
$236K +$337 +10 +0.1%
LWM
218
LJI Wealth Management
Indiana
$235K – – –
MKC
219
M. Kraus & Co
Vermont
$234K – – –
EWM
220
Evercore Wealth Management
New York
$233K – – –
FAM
221
Frontier Asset Management
Wyoming
$232K +$4.72K +140 +2%
MA
222
MONECO Advisors
Connecticut
$230K +$230K +6,814 New
SG Americas Securities
223
SG Americas Securities
New York
$221K -$593K -17,586 -73%
TAM
224
Tocqueville Asset Management
New York
$220K – – –
DT
225
Diversified Trust
Tennessee
$220K +$220K +6,525 New