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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Hoey Investments
Pennsylvania
$899K – – –
DF
727
Donoghue Forlines
Massachusetts
$886K +$38.6K +1,833 +5%
CCM
728
Chaney Capital Management
Washington
$884K – – –
RC
729
RBF Capital
California
$884K – – –
CP
730
Camelot Portfolios
Ohio
$873K -$311K -14,747 -27%
CWM
731
Cornerstone Wealth Management
Missouri
$869K -$12.1K -575 -1%
PPWP
732
Premier Path Wealth Partners
New Jersey
$869K -$3.94K -187 -0.5%
PAS
733
Park Avenue Securities
New York
$857K -$87.8K -4,168 -10%
AF
734
Allworth Financial
California
$847K +$123K +5,834 +18%
AAG
735
Accordant Advisory Group
Maryland
$837K -$861K -40,870 -52%
PTC
736
Private Trust Company
Ohio
$837K +$43.1K +2,044 +6%
UFF
737
USA Financial Formulas
Michigan
$834K +$795K +37,733 New
OIM
738
Orca Investment Management
Oregon
$829K +$37.2K +1,765 +5%
HIP
739
HUB Investment Partners
Texas
$826K +$33.5K +1,592 +4%
WIA
740
World Investment Advisors
California
$826K +$788K +37,391 New
TLP
741
Trinity Legacy Partners
Texas
$825K – – –
NSEDCP
742
NJ State Employees Deferred Compensation Plan
New Jersey
$823K – – –
MCM
743
Morton Capital Management
California
$819K +$7.79K +370 +1%
AIM
744
Anchor Investment Management
South Carolina
$811K -$139K -6,594 -15%
RBFC
745
Roman Butler Fullerton & Co
Missouri
$810K +$316 +15 +0%
MWM
746
Modern Wealth Management
Kansas
$808K +$77K +3,653 +11%
DTL
747
Dynamic Technology Lab
Singapore
$802K -$476K -22,615 -38%
CCG
748
Cypress Capital Group
Florida
$797K +$538K +25,519 +241%
CFA
749
Cahill Financial Advisors
Minnesota
$789K -$35K -1,662 -4%
EWM
750
Evermay Wealth Management
Virginia
$788K +$23.1K +1,095 +3%
28 29
30
31 32