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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1401
Sugarloaf Wealth Management
Georgia
$1.02K – – –
CJ
1402
Caitlin John
Michigan
$911 – – –
PPWM
1403
PFG Private Wealth Management
Florida
$807 +$21 +1 +3%
BCM
1404
Birch Capital Management
Texas
$795 – – –
NL
1405
NVWM LLC
Pennsylvania
$795 +$105 +5 +16%
TCA
1406
Trifecta Capital Advisors
Illinois
$752 -$4.17K -198 -85%
SFCL
1407
Strengthening Families & Communities LLC
Massachusetts
$641 – – –
A
1408
AlphaQuest
New York
$619 +$590 +28 New
FPFS
1409
First Personal Financial Services
North Carolina
$597 +$569 +27 New
LIS
1410
Legacy Investment Solutions
Idaho
$590 +$463 +22 New
LWMI
1411
Legacy Wealth Management (Idaho)
Idaho
$590 +$463 +22 New
TAM
1412
Tucker Asset Management
Colorado
$311 +$295 +14 New
WBC
1413
West Branch Capital
Massachusetts
$266 +$253 +12 New
TFM
1414
TFC Financial Management
Massachusetts
$221 – – –
CAM
1415
ClariVest Asset Management
California
$178 – – –
VWA
1416
Valued Wealth Advisors
Utah
$133 – – –
PFSC
1417
Peoples Financial Services Corp
Pennsylvania
$22 – – –
TC
1418
Trust Company
Kansas
$22 – – –
SCA
1419
Southpoint Capital Advisors
New York
– -$59.6M -3,000,000 Closed
CCM
1420
Cinctive Capital Management
New York
– -$22.5M -1,131,187 Closed
CANY
1421
Caxton Associates (New York)
New York
– -$20.6M -1,035,500 Closed
SH
1422
Svenska Handelsbanken
Sweden
– -$16.1M -880,282 Closed
NSLI
1423
Nan Shan Life Insurance
Taiwan
– -$14.6M -734,336 Closed
IWA
1424
IBEX Wealth Advisors
New Jersey
– -$6.9M -347,350 Closed
AIM
1425
Achmea Investment Management
Netherlands
– -$6.03M -303,352 Closed
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