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Brookfield Infrastructure Partners
BIP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
201
Finer Wealth Management
Massachusetts
$254K -$47.1K -1,423 -14%
AFG
202
Alterity Financial Group
Maine
$253K – – –
GI
203
Gradient Investments
Minnesota
$248K -$1.49K -45 -0.5%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$244K – – –
TC
205
Telemus Capital
Michigan
$242K – – –
SHFA
206
SC&H Financial Advisors
Maryland
$241K -$133K -4,020 -33%
PA
207
Procyon Advisors
Connecticut
$239K – – –
MCP
208
Mirador Capital Partners
California
$235K -$2.19K -66 -0.8%
9WM
209
9258 Wealth Management
Ohio
$234K +$827 +25 +0.3%
CCP
210
Carmel Capital Partners
California
$232K +$2.68K +81 +1%
NSCM
211
New South Capital Management
Tennessee
$228K – – –
MWM
212
Mattern Wealth Management
Kansas
$225K – – –
WPC
213
Wedmont Private Capital
Pennsylvania
$224K +$266K +8,029 New
FPB
214
First PREMIER Bank
South Dakota
$223K – – –
NA
215
NewEdge Advisors
Louisiana
$221K – – –
PTC
216
Private Trust Company
Ohio
$220K – – –
MAM
217
Morse Asset Management
Connecticut
$220K – – –
PAS
218
Park Avenue Securities
New York
$219K +$246K +7,438 New
VWM
219
Venturi Wealth Management
Texas
$219K -$76.9K -2,323 -24%
VCA
220
Verdence Capital Advisors
Maryland
$206K +$430 +13 +0.2%
IAA
221
Independent Advisor Alliance
North Carolina
$206K +$232K +7,003 New
AF
222
Advisornet Financial
Minnesota
$205K -$8.28K -250 -3%
LWM
223
LJI Wealth Management
Indiana
$204K – – –
FAM
224
Frontier Asset Management
Wyoming
$204K – – –
EWM
225
Evercore Wealth Management
New York
$203K – – –
7 8
9
10 11