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Kayne Anderson Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
Operose Advisors
Wisconsin
$330K
EFS
77
Essex Financial Services
Connecticut
$328K +$183K +20,929 +123%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$325K -$31.5K -3,591 -9%
BIA
79
BHK Investment Advisors
Alabama
$324K +$43.8K +5,000 +15%
Creative Planning
80
Creative Planning
Kansas
$319K -$2.63K -300 -0.8%
Invesco
81
Invesco
Georgia
$307K -$90.8K -10,357 -23%
WAM
82
Wolverine Asset Management
Illinois
$306K +$209K +23,846 +206%
PI
83
Parkside Investments
Illinois
$305K -$52.6K -6,000 -15%
Northern Trust
84
Northern Trust
Illinois
$289K +$5.32K +607 +2%
OP
85
ORG Partners
Indiana
$279K +$283K +32,256 New
PA
86
Pinnacle Associates
New York
$277K -$29.4K -3,352 -9%
NL
87
NWAM LLC
Washington
$269K -$1.1M -125,830 -80%
1WA
88
180 Wealth Advisors
Washington
$268K -$2.38K -272 -0.9%
CB
89
Commerce Bank
Missouri
$261K
JAG
90
Journey Advisory Group
Kentucky
$259K
CWM
91
Centurion Wealth Management
Virginia
$242K
SWM
92
Spire Wealth Management
Virginia
$242K +$246K +28,032 New
POIA
93
Pin Oak Investment Advisors
Texas
$239K
ASN
94
Advisory Services Network
Georgia
$238K +$140K +16,000 +139%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$222K -$12.2K -1,395 -5%
Corient Private Wealth
96
Corient Private Wealth
Florida
$219K +$736 +84 +0.3%
DADC
97
D.A. Davidson & Co
Montana
$216K
FFA
98
First Foundation Advisors
California
$207K -$3.69K -421 -2%
MFWP
99
Mosaic Family Wealth Partners
Missouri
$207K +$2.18K +249 +1%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$203K +$183K +20,828 +785%