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Kayne Anderson Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SMH
51
Sanders Morris Harris
Texas
$352K +$80.4K +15,000 +32%
LP
52
LGL Partners
Pennsylvania
$351K +$53.4K +9,962 +20%
JWM
53
Jeppson Wealth Management
California
$340K +$103K +19,275 +48%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$307K -$23.3K -4,342 -8%
PI
55
Parkside Investments
Illinois
$306K +$17.7K +3,300 +7%
KPW
56
Kore Private Wealth
New York
$301K -$39.7K -7,409 -12%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$293K +$170K +31,776 +166%
UCFA
58
United Capital Financial Advisors
Texas
$292K +$24.8K +4,636 +10%
UR
59
USCA RIA
Texas
$265K -$81.7K -15,245 -25%
Brown Advisory
60
Brown Advisory
Maryland
$261K
Invesco
61
Invesco
Georgia
$260K -$174K -32,532 -42%
HKAM
62
Horizon Kinetics Asset Management
New York
$259K -$132K -24,548 -35%
MC
63
Moors & Cabot
Massachusetts
$256K +$238K +44,388 New
POIA
64
Pin Oak Investment Advisors
Texas
$250K +$19.3K +3,600 +9%
WCA
65
Windsor Creek Advisors
Vermont
$249K +$233K +43,387 New
OPS
66
Orion Portfolio Solutions
Nebraska
$246K -$59.7K -11,143 -21%
HH
67
Hilltop Holdings
Texas
$235K -$63.3K -11,817 -22%
CB
68
Commerce Bank
Missouri
$227K
SPIA
69
Steward Partners Investment Advisory
New York
$220K +$125K +23,289 +156%
PA
70
Pinnacle Associates
New York
$217K -$58.6K -10,929 -22%
LNC
71
Lincoln National Corp
Pennsylvania
$212K +$1.73K +323 +0.9%
US Bancorp
72
US Bancorp
Minnesota
$209K -$19K -3,538 -9%
BIA
73
BHK Investment Advisors
Alabama
$196K -$16.1K -3,000 -8%
Truist Financial
74
Truist Financial
North Carolina
$195K +$42.9K +8,008 +31%
ACM
75
Arlington Capital Management
Illinois
$193K +$180K +33,514 New