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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
826
Diligent Investors
California
$568K +$7.33K +348 +1%
PPP
827
Private Portfolio Partners
New Jersey
$567K – – –
LGA
828
Lebenthal Global Advisors
New York
$563K -$250K -11,890 -32%
GL
829
Graypoint LLC
New York
$562K +$117K +5,561 +28%
LSA
830
Leonteq Securities AG
Switzerland
$562K -$13.4K -634 -2%
CT
831
Chicago Trust
Illinois
$559K +$123K +5,852 +30%
SWM
832
Segment Wealth Management
Texas
$558K +$253K +12,030 +91%
LRPA
833
L. Roy Papp & Associates
Arizona
$554K -$47.7K -2,263 -8%
JIC
834
Joel Isaacson & Co
New York
$552K – – –
NFSG
835
Newbridge Financial Services Group
Florida
$551K +$304K +14,413 +137%
PWP
836
Phillips Wealth Planners
Mississippi
$550K -$11.2K -532 -2%
SIG
837
Stonegate Investment Group
Alabama
$549K +$109K +5,183 +26%
FPAS
838
Focus Partners Advisor Solutions
Missouri
$547K +$214K +10,177 +70%
GM
839
GeoWealth Management
Illinois
$546K -$46.2K -2,194 -8%
AL
840
Aspiriant LLC
California
$545K +$969 +46 +0.2%
GFA
841
Gallagher Fiduciary Advisors
Illinois
$543K -$11.1K -529 -2%
PCA
842
Pallas Capital Advisors
Massachusetts
$538K +$66.5K +3,155 +17%
PFA
843
Peak Financial Advisors
Colorado
$535K -$6.07K -288 -1%
PPW
844
Parcion Private Wealth
Washington
$533K +$508K +24,132 New
RIA
845
Realta Investment Advisors
Delaware
$530K -$350K -16,597 -44%
AH
846
Addis & Hill
Pennsylvania
$530K +$13.3K +630 +3%
PFS
847
Prospect Financial Services
New York
$528K -$62K -2,945 -11%
PWPS
848
Pinnacle Wealth Planning Services
Ohio
$525K -$737 -35 -0.1%
MIA
849
MeadowBrook Investment Advisors
Michigan
$525K -$89.4K -4,243 -15%
BIAS
850
Beacon Investment Advisory Services
New Jersey
$524K -$49.7K -2,360 -9%
32 33
34
35 36