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Kayne Anderson Energy Infrastructure Fund
KYN

Name Holding Trade Value Shares
Change 		Change in
Stake
M
201
MOTCO
Texas
$30.4K +$29.5K +2,446 New
CA
202
Clearstead Advisors
Ohio
$29.9K – – –
WSCM
203
Wellington Shields Capital Management
New York
$28.2K – – –
NCM
204
Northwest Capital Management
Oregon
$28K – – –
EWA
205
EverSource Wealth Advisors
Alabama
$27.9K – – –
NS
206
NBC Securities
Alabama
$27K -$157 -13 -0.6%
SS
207
Sunbelt Securities
Texas
$23.2K – – –
CFD
208
Creative Financial Designs
Indiana
$23.1K – – –
SL
209
Salomon & Ludwin
Virginia
$20.9K – – –
TCM
210
Traub Capital Management
Massachusetts
$19.1K +$18.1K +1,500 New
IA
211
IFP Advisors
Florida
$18.5K +$1.41K +117 +9%
CIA
212
Cape Investment Advisory
Georgia
$16.7K – – –
EWM
213
Evermay Wealth Management
Virginia
$16.1K – – –
HIA
214
Harbor Investment Advisory
Maryland
$15.4K – – –
RIL
215
Rothschild Investment LLC
Illinois
$15K – – –
VWM
216
Vermillion Wealth Management
Minnesota
$14.5K – – –
WSFS
217
Wilmington Savings Fund Society
Delaware
$12.7K -$2.88K -239 -19%
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$12.7K – – –
GSWM
219
Golden State Wealth Management
California
$11.5K +$24 +2 +0.2%
SWM
220
Spire Wealth Management
Virginia
$11.5K – – –
AIM
221
Anchor Investment Management
South Carolina
$11.4K – – –
PSFG
222
Park Square Financial Group
Georgia
$9.81K -$3.25K -270 -26%
CWIG
223
Chung Wu Investment Group
Texas
$9.15K +$8.67K +719 New
OW
224
Olistico Wealth
Oklahoma
$7.89K – – –
SIS
225
Sound Income Strategies
Florida
$7.31K – – –
7 8
9
10 11