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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1101
Summit Financial
New Jersey
$217K +$208K +10,901 New
LGF
1102
LGT Group Foundation
Liechtenstein
$217K – – –
QIM
1103
Quantitative Investment Management
Virginia
$216K -$6.75M -353,949 -97%
BMO
1104
Beck Mack & Oliver
New York
$216K -$54.2K -2,842 -21%
HFM
1105
Harvest Fund Management
China
$214K +$198K +10,369 +2,499%
SAG
1106
SageView Advisory Group
California
$214K +$205K +10,758 New
EP
1107
Edgestream Partners
New Jersey
$213K +$205K +10,728 New
CCA
1108
Conservest Capital Advisors
Pennsylvania
$212K – – –
TIM
1109
Tortoise Investment Management
New York
$212K +$515 +27 +0.3%
MLA
1110
MB, Levis & Associates
Pennsylvania
$212K -$7.15K -375 -3%
BFM
1111
Boothbay Fund Management
New York
$211K +$203K +10,628 New
CCG
1112
Cypress Capital Group
Florida
$210K +$202K +10,580 New
NFSG
1113
Newbridge Financial Services Group
Florida
$209K +$49.5K +2,595 +33%
WF
1114
Wayfinding Financial
Washington
$209K -$2.92K -153 -1%
SC
1115
Schulhoff & Co
Ohio
$209K -$6.2K -325 -3%
BMWM
1116
Brown Miller Wealth Management
Virginia
$208K +$1.56K +82 +0.8%
CPA
1117
Court Place Advisors
Maryland
$208K +$200K +10,486 New
MW
1118
Maia Wealth
Colorado
$208K +$197K +10,328 New
CPRC
1119
Consolidated Portfolio Review Corp
New York
$208K +$200K +10,480 New
FCI
1120
Financial Counselors Inc
Kansas
$208K +$199K +10,445 New
WA
1121
Wealth Alliance
New York
$207K -$12.5K -656 -6%
CF
1122
Clarity Financial
Texas
$207K +$199K +10,438 New
IF
1123
IRON Financial
Illinois
$207K +$199K +10,418 New
SMA
1124
Sage Mountain Advisors
Georgia
$207K +$199K +10,412 New
LMKC
1125
L.M. Kohn & Company
Ohio
$207K +$7.15K +375 +4%
43 44
45
46 47