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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
976
Pathstone Family Office
New Jersey
$23K – – –
IWC
977
Integrated Wealth Counsel
California
$23K +$21.2K +1,000 New
PCP
978
Proficio Capital Partners
Massachusetts
$22K – – –
KLI
979
Kelman-Lazarov Inc
Tennessee
$20K – – –
LWM
980
LBA Wealth Management
Florida
$19K – – –
RWG
981
Regal Wealth Group
California
$19K +$106 +5 +0.6%
TFO
982
Tarbox Family Office
California
$18K +$657 +31 +4%
AWMS
983
Advocacy Wealth Management Services
Georgia
$17K -$30.8K -1,456 -66%
AIM
984
Acrospire Investment Management
Illinois
$17K +$6.36K +300 +71%
KA
985
Klingman & Associates
New York
$16K – – –
CBT
986
Central Bank & Trust
Kentucky
$15K -$22.2K -1,050 -62%
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
BC
988
Bartlett & Co
Ohio
$14K – – –
SI
989
Sentry Investments
Ontario, Canada
$13.4K +$3.39M +160,000 +38%
CCM
990
Cribstone Capital Management
Maine
$12K -$17K -801 -58%
SA
991
SRH Advisors
Kansas
$12K – – –
LYV
992
Live Your Vision
Pennsylvania
$12K +$10.6K +498 New
CWM
993
Cranbrook Wealth Management
Michigan
$11K – – –
HWP
994
Hefty Wealth Partners
Indiana
$11K – – –
BL
995
Balentine LLC
Georgia
$10K – – –
WA
996
Winfield Associates
Ohio
$10K – – –
AIS
997
Accurate Investment Solutions
Pennsylvania
$10K +$9.32K +440 New
OAJ
998
Ogorek Anthony Joseph
New York
$9K +$42 +2 +0.5%
CFG
999
Citizens Financial Group
Rhode Island
$7K -$47.6K -2,248 -89%
PO
1000
Private Ocean
California
$7K – – –
38 39
40
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