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Kinder Morgan
KMI

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1501
Occidental Asset Management
California
$209K +$195K +6,227 New
PA
1502
Procyon Advisors
Connecticut
$209K +$194K +6,222 New
WJWM
1503
Williams Jones Wealth Management
New York
$208K +$194K +6,216 New
TTWM
1504
TCV Trust & Wealth Management
Virginia
$208K +$194K +6,206 New
TSMHT
1505
Thurston Springer Miller Herd & Titak
Indiana
$207K -$140K -4,467 -42%
ARC
1506
Advisor Resource Council
Texas
$207K +$193K +6,168 New
GPWA
1507
Gaddis Premier Wealth Advisors
Oklahoma
$207K +$193K +6,163 New
MAG
1508
M3 Advisory Group
Massachusetts
$206K +$192K +6,139 New
TSS
1509
Two Sigma Securities
New York
$205K +$191K +6,110 New
SC
1510
SouthState Corp
Florida
$205K -$6.13K -196 -3%
VV
1511
Verity & Verity
South Carolina
$204K -$251K -8,034 -57%
BW
1512
Balance Wealth
Ohio
$204K +$190K +6,071 New
AC
1513
Annandale Capital
Texas
$203K -$50K -1,600 -21%
BMO
1514
Beck Mack & Oliver
New York
$203K +$189K +6,050 New
PCS
1515
Personal CFO Solutions
New Jersey
$203K -$57.9K -1,854 -23%
FCA
1516
Fortis Capital Advisors
Kansas
$202K +$188K +6,021 New
ECM
1517
EagleClaw Capital Management
Massachusetts
$201K +$187K +6,000 New
CT
1518
Colonial Trust
South Carolina
$185K – – –
VWA
1519
VSM Wealth Advisory
Maryland
$185K +$125 +4 +0.1%
MUMSS
1520
Mitsubishi UFJ Morgan Stanley Securities
Japan
$185K +$172K +5,504 New
FIM
1521
FWL Investment Management
Texas
$184K – – –
RFG
1522
REAP Financial Group
Texas
$184K +$33.6K +1,075 +24%
GIM
1523
Generali Investments Management
Slovenia
$182K – – –
MLA
1524
MB, Levis & Associates
Pennsylvania
$179K -$46.9K -1,500 -22%
OL
1525
OneFund LLC
Florida
$177K -$5.81K -186 -3%
59 60
61
62 63