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Brookfield Infrastructure

Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Montag & Associates
Georgia
$17K
WSFS
302
Wilmington Savings Fund Society
Delaware
$16.9K
KAS
303
Kemnay Advisory Services
New York
$16.6K +$16.5K +365 New
FHC
304
First Horizon Corporation
Tennessee
$16.1K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$15.5K +$362 +8 +2%
B
306
Bayban
Minnesota
$13.6K +$13.6K +300 New
RFP
307
Root Financial Partners
California
$12.9K -$906 -20 -7%
ZBNA
308
Zions Bancorporation, National Association
Utah
$12.5K +$12.5K +275 New
EWM
309
Evermay Wealth Management
Virginia
$11.3K
CCMI
310
Creative Capital Management Investments
California
$11.3K +$11.3K +249 New
BIA
311
Bell Investment Advisors
California
$11.1K +$3.62K +80 +49%
CA
312
Crewe Advisors
Utah
$10.8K
MA
313
MCF Advisors
Kentucky
$10.4K +$10.3K +228 New
W
314
WealthCollab
Washington
$9.99K
SWM
315
Spire Wealth Management
Virginia
$9.72K
AssetMark Inc
316
AssetMark Inc
California
$9.31K +$2.76K +61 +42%
HNB
317
Hilltop National Bank
Wyoming
$9.08K
VWA
318
VSM Wealth Advisory
Maryland
$9.08K
IA
319
IFP Advisors
Florida
$8.63K +$589 +13 +7%
EB
320
Eastern Bank
Massachusetts
$8.49K
PUI
321
Purpose Unlimited Inc
$8.44K +$8.42K +186 New
VCM
322
Versant Capital Management
Arizona
$8.4K +$1.58K +35 +23%
NFSG
323
Newbridge Financial Services Group
Florida
$7.76K
GWP
324
Gen-Wealth Partners
Michigan
$6.86K
PW
325
Pandora Wealth
Illinois
$6.81K