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Kayne Anderson Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Private Wealth Advisors
51
JP Morgan Private Wealth Advisors
California
$267K -$35.1K -7,367 -10%
BS
52
Boenning & Scattergood
Pennsylvania
$265K +$317K +66,400 New
MFG
53
Magnus Financial Group
New York
$262K +$65.3K +13,689 +26%
Kestra Advisory Services
54
Kestra Advisory Services
Texas
$253K +$302K +63,304 New
Stifel Financial
55
Stifel Financial
Missouri
$249K -$37K -7,750 -11%
UR
56
USCA RIA
Texas
$245K +$292K +61,305 New
LPL Financial
57
LPL Financial
California
$243K -$59.6K -12,489 -17%
KPW
58
Kore Private Wealth
New York
$238K – – –
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$230K -$29K -6,075 -10%
Orion Portfolio Solutions
60
Orion Portfolio Solutions
Nebraska
$215K +$24.9K +5,229 +11%
HH
61
Hilltop Holdings
Texas
$210K +$7.39K +1,550 +3%
LP
62
LGL Partners
Pennsylvania
$203K – – –
PI
63
Parkside Investments
Illinois
$199K -$778K -163,210 -77%
Pinnacle Associates
64
Pinnacle Associates
New York
$194K -$96.9K -20,310 -29%
SMH
65
Sanders Morris Harris
Texas
$185K – – –
United Capital Financial Advisors
66
United Capital Financial Advisors
Texas
$184K +$220K +46,109 New
Brown Advisory
67
Brown Advisory
Maryland
$182K -$46.8K -9,805 -18%
PTP
68
Platform Technology Partners
New York
$179K -$1K -210 -0.5%
EWM
69
Edge Wealth Management
New York
$160K -$161K -33,800 -46%
US Bancorp
70
US Bancorp
Minnesota
$160K – – –
POIA
71
Pin Oak Investment Advisors
Texas
$159K -$14.4K -3,018 -7%
JWM
72
Jeppson Wealth Management
California
$159K +$190K +39,770 New
Commerce Bank
73
Commerce Bank
Missouri
$157K – – –
BIA
74
BHK Investment Advisors
Alabama
$148K – – –
DLCIG
75
D.L. Carlson Investment Group
New Hampshire
$146K – – –