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Brookfield Infrastructure
BIPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
276
Cornerstone Planning Group
New Jersey
$18K +$16.8K +414 New
DAM
277
Delta Asset Management
Tennessee
$17.1K – – –
CA
278
Centerpoint Advisors
Massachusetts
$17K -$4.01K -99 -19%
ME
279
McIlrath & Eck
Washington
$16.5K – – –
QCG
280
Quadrant Capital Group
Ohio
$16.2K +$16K +394 New
CT
281
Clearstead Trust
Maine
$15.9K – – –
MA
282
Montag & Associates
Georgia
$15.4K – – –
WSFS
283
Wilmington Savings Fund Society
Delaware
$15.3K – – –
FHC
284
First Horizon Corporation
Tennessee
$14.6K +$14.4K +355 New
WANY
285
Wealthspire Advisors (New York)
New York
$13.9K +$13.7K +339 New
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$13.7K -$2.27K -56 -14%
RA
287
Rise Advisors
New York
$13.4K – – –
GIM
288
Gold Investment Management
Alberta, Canada
$13.2K +$1.14K +28 +10%
RFP
289
Root Financial Partners
California
$12.5K +$12.3K +304 New
CAM
290
Creekmur Asset Management
Illinois
$12.4K +$41 +1 +0.3%
BTI
291
Blue Trust Inc
Georgia
$11.6K -$3.61K -89 -24%
AIM
292
Anchor Investment Management
South Carolina
$10.2K – – –
EWM
293
Evermay Wealth Management
Virginia
$10.2K – – –
CA
294
Crewe Advisors
Utah
$9.75K – – –
AWM
295
Accredited Wealth Management
Kentucky
$9.38K -$4.21K -104 -46%
W
296
WealthCollab
Washington
$9.05K +$8.92K +220 New
SWM
297
Spire Wealth Management
Virginia
$8.8K -$1.22K -30 -12%
HNB
298
Hilltop National Bank
Wyoming
$8.22K – – –
VWA
299
VSM Wealth Advisory
Maryland
$8.22K – – –
AF
300
Aviso Financial
Ontario, Canada
$8.21K – – –
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