| AUM* | 734,660,475 43% |
| of that, discretionary | 734,660,475 43% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 146,932,095 43% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker29273V100 | Stock NameENERGY TRANSFER L P | $ Position$104,612,269 | % Position12.00% | $ Change12.00% | # Change14.00% |
| Stck Ticker55336V100 | Stock NameMPLX LP | $ Position$93,964,974 | % Position11.00% | $ Change-20.00% | # Change-19.00% |
| Stck Ticker726503105 | Stock NamePLAINS ALL AMERN PIPELINE L | $ Position$80,709,952 | % Position9.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker293792107 | Stock NameENTERPRISE PRODS PARTNERS L | $ Position$67,529,737 | % Position8.00% | $ Change-3.00% | # Change0.00% |
| Stck Ticker958669103 | Stock NameWESTERN MIDSTREAM PARTNERS L | $ Position$66,718,509 | % Position8.00% | $ Change3.00% | # Change-3.00% |
| Stck Ticker969457100 | Stock NameWILLIAMS COS INC | $ Position$62,450,952 | % Position7.00% | $ Change5.00% | # Change3.00% |
| Stck Ticker87612G101 | Stock NameTARGA RES CORP | $ Position$51,774,884 | % Position6.00% | $ Change30.00% | # Change22.00% |
| Stck Ticker87807B107 | Stock NameTC ENERGY CORP | $ Position$44,414,300 | % Position5.00% | $ Change9.00% | # Change3.00% |
| Stck Ticker428103105 | Stock NameHESS MIDSTREAM LP | $ Position$43,631,792 | % Position5.00% | $ Change-5.00% | # Change-2.00% |
| Stck Ticker86765K109 | Stock NameSUNOCO LP/SUNOCO FIN CORP | $ Position$46,035,135 | % Position5.00% | $ Change15.00% | # Change11.00% |