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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1301
AmeriFlex Group
Nevada
$232K – – –
PFBT
1302
Parkside Financial Bank & Trust
Missouri
$231K -$2.77K -100 -1%
SAM
1303
S.A. Mason
Michigan
$231K +$692 +25 +0.3%
FPW
1304
Flywheel Private Wealth
California
$231K – – –
PWW
1305
Pettyjohn Wood & White
Virginia
$230K -$120K -4,339 -35%
HP
1306
Holistic Planning
Texas
$230K – – –
PCS
1307
Personal CFO Solutions
New Jersey
$230K -$35.7K -1,290 -14%
WRPWM
1308
Werba Rubin Papier Wealth Management
California
$228K +$221K +7,986 New
SMC
1309
Smith, Moore & Co
Missouri
$227K +$2.8K +101 +1%
OAM
1310
OP Asset Management
$227K +$220K +7,941 New
VCP
1311
Vista Capital Partners
Oregon
$226K +$941 +34 +0.4%
GI
1312
GAMCO Investors
Connecticut
$226K – – –
DA
1313
Doliver Advisors
Texas
$225K +$218K +7,880 New
VF
1314
Vawter Financial
Ohio
$225K +$4.93K +178 +2%
CA
1315
Claro Advisors
Massachusetts
$225K -$7.53K -272 -3%
ANTB
1316
AMG National Trust Bank
Colorado
$224K -$122K -4,422 -36%
CC
1317
Chicago Capital
Illinois
$223K – – –
RHDIC
1318
R.H. Dinel Investment Counsel
California
$223K – – –
PJWM
1319
Philip James Wealth Mangement
Georgia
$222K +$2.24K +81 +1%
CSPIA
1320
Cary Street Partners Investment Advisory
Virginia
$222K +$53.8K +1,944 +33%
WP
1321
Wealthspan Partners
Iowa
$220K -$5.43K -196 -2%
LCM
1322
Laurion Capital Management
New York
$219K +$213K +7,693 New
FT
1323
Fiduciary Trust
Massachusetts
$219K +$213K +7,681 New
UWM
1324
USAdvisors Wealth Management
Minnesota
$219K -$15.3K -553 -7%
TWP
1325
Tempus Wealth Planning
California
$219K – – –
51 52
53
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