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Brookfield Infrastructure Partners
BIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
201
Caption Management
Oklahoma
$316K +$283K +9,022 New
AMCA
202
Arthur M. Cohen & Associates
Illinois
$316K – – –
P
203
&Partners
Tennessee
$315K +$283K +8,996 New
FAIM
204
Financial Advocates Investment Management
Washington
$312K -$46.3K -1,473 -14%
SF
205
Summit Financial
New Jersey
$312K +$280K +8,901 New
TRCT
206
Tower Research Capital (TRC)
New York
$295K +$124K +3,944 +88%
VAM
207
Verity Asset Management
North Carolina
$294K – – –
SHFA
208
SC&H Financial Advisors
Maryland
$287K – – –
UCFA
209
United Capital Financial Advisors
Texas
$286K +$256K +8,152 New
9WM
210
9258 Wealth Management
Ohio
$283K +$1.16K +37 +0.5%
SPC
211
Sigma Planning Corp
Michigan
$282K -$1.82K -58 -0.7%
BRWA
212
B. Riley Wealth Advisors
Florida
$277K +$254K +8,073 New
WPC
213
Wedmont Private Capital
Pennsylvania
$276K – – –
CCP
214
Carmel Capital Partners
California
$274K – – –
NSCM
215
New South Capital Management
Tennessee
$272K – – –
EAM
216
Evanson Asset Management
California
$270K – – –
RCAG
217
Rehmann Capital Advisory Group
Michigan
$269K – – –
FPB
218
First PREMIER Bank
South Dakota
$266K – – –
PTC
219
Private Trust Company
Ohio
$263K – – –
MAM
220
Morse Asset Management
Connecticut
$263K – – –
AAS
221
Avantax Advisory Services
Texas
$263K +$63 +2 +0%
MCP
222
Mirador Capital Partners
California
$262K – – –
FP
223
Financial Perspectives
Minnesota
$261K – – –
VWM
224
Venturi Wealth Management
Texas
$246K -$3.8K -121 -2%
CNFG
225
Creegan & Nassoura Financial Group
New Hampshire
$245K -$18.1K -575 -8%
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9
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