We are live on ! Find out more
UTF icon

Cohen & Steers Infrastructure Fund
UTF

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
101
Summit Financial
New Jersey
$429K +$405K +15,921 New
TWP
102
Tyche Wealth Partners
Texas
$405K – – –
PWA
103
Primoris Wealth Advisors
Florida
$405K -$29.4K -1,153 -7%
DWM
104
Dakota Wealth Management
Florida
$375K -$399K -15,680 -53%
MA
105
Mezzasalma Advisors
New Jersey
$370K +$3.79K +149 +1%
NSIM
106
North Star Investment Management
Illinois
$367K -$58.7K -2,303 -14%
PHS
107
Pekin Hardy Strauss
Illinois
$367K -$12.7K -500 -4%
GAM
108
Griffin Asset Management
New York
$350K +$331K +13,003 New
BAM
109
Belpointe Asset Management
Nevada
$347K -$389K -15,286 -54%
WCM
110
WealthBridge Capital Management
Ohio
$345K +$229 +9 +0.1%
WLPWM
111
Walled Lake Planning & Wealth Management
Illinois
$331K +$103K +4,025 +49%
LOPW
112
Live Oak Private Wealth
North Carolina
$325K – – –
CBOR
113
Community Bank of Raymore
Missouri
$324K – – –
UWP
114
Uniting Wealth Partners
Kansas
$316K +$5.09K +200 +2%
CW
115
Channel Wealth
California
$315K – – –
SDAM
116
Shulman DeMeo Asset Management
New York
$314K -$4.74K -186 -2%
CMMS
117
Comprehensive Money Management Services
Florida
$313K +$35.3K +1,385 +14%
SPC
118
Sigma Planning Corp
Michigan
$306K +$27.6K +1,083 +11%
AWM
119
Apollon Wealth Management
South Carolina
$306K – – –
FFWM
120
Future Financial Wealth Management
Ohio
$299K – – –
AIP
121
Almanack Investment Partners
Pennsylvania
$293K – – –
NWMG
122
National Wealth Management Group
Ohio
$291K +$31.1K +1,220 +13%
EH
123
Equitable Holdings
New York
$282K -$12.4K -485 -4%
SI
124
Stephens Inc
Arkansas
$280K +$280 +11 +0.1%
IAG
125
Investmark Advisory Group
Connecticut
$275K – – –
3 4
5
6 7