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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPA
1076
Fieldpoint Private Advisors
New York
$268K – – –
BHWM
1077
Bar Harbor Wealth Management
New Hampshire
$267K – – –
SFSG
1078
Stearns Financial Services Group
North Carolina
$267K +$668 +16 +0.2%
SWM
1079
Stockman Wealth Management
Montana
$265K -$42.5K -1,018 -13%
AIA
1080
AGF Investments America
Ontario, Canada
$263K +$161K +3,865 +130%
TCM
1081
Tufton Capital Management
Maryland
$262K -$2.25K -54 -0.8%
FMP
1082
Financial Management Professionals
Texas
$262K – – –
BIA
1083
Barry Investment Advisors
Massachusetts
$262K +$285K +6,835 New
CCM
1084
CrestPoint Capital Management
Missouri
$259K -$4.17K -100 -1%
ATC
1085
Argent Trust Co
Tennessee
$258K +$280K +6,713 New
TAM
1086
Timucuan Asset Management
Florida
$257K – – –
IAMOG
1087
Investors Asset Management of Georgia
Georgia
$254K +$276K +6,618 New
RCWMU
1088
Rothschild & Co Wealth Management (UK)
United Kingdom
$252K – – –
TFCP
1089
Twin Focus Capital Partners
Massachusetts
$250K – – –
BHBT
1090
Burke & Herbert Bank & Trust
Virginia
$249K +$271K +6,494 New
AGM
1091
Alpine Global Management
New York
$248K -$2.25K -54 -0.8%
AIM
1092
Advantage Investment Management
Iowa
$248K +$74.4K +1,783 +38%
KA
1093
Kovack Advisors
Florida
$247K -$67.8K -1,624 -20%
ACM
1094
Alta Capital Management
Utah
$247K +$83 +2 +0%
P
1095
Pitcairn
Pennsylvania
$246K -$83 -2 -0%
BOS
1096
Bingham Osborn & Scarborough
California
$245K -$271K -6,500 -50%
PFC
1097
Phocas Financial Corp
California
$244K – – –
WA
1098
Wealth Architects
California
$243K +$209 +5 +0.1%
NG
1099
Northstar Group
New York
$240K – – –
CCFCSB
1100
Cape Cod Five Cents Savings Bank
Massachusetts
$238K – – –
42 43
44
45 46