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FS KKR Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BW
251
Bison Wealth
Georgia
$459K +$80.1K +4,233 +21%
AWM
252
Aries Wealth Management
Maine
$458K
SWIM
253
Smallwood Wealth Investment Management
New Jersey
$456K -$4.96K -262 -1%
PTC
254
Private Trust Company
Ohio
$453K +$19.4K +1,024 +5%
BAM
255
Belpointe Asset Management
Nevada
$445K -$839K -44,368 -66%
NFSG
256
Newbridge Financial Services Group
Florida
$431K +$119K +6,270 +39%
VEA
257
Virtus ETF Advisers
New York
$421K -$50.1K -2,648 -11%
APWA
258
Atlas Private Wealth Advisors
New Jersey
$421K +$177K +9,358 +74%
ACM
259
AlphaStar Capital Management
North Carolina
$417K
ACM
260
Aquatic Capital Management
Illinois
$416K +$411K +21,700 New
MWM
261
Meridian Wealth Management
Kentucky
$416K +$31.8K +1,681 +8%
GC
262
Guggenheim Capital
Illinois
$414K +$37.6K +1,988 +10%
CFD
263
Creative Financial Designs
Indiana
$412K +$5.71K +302 +1%
PSP
264
Principal Street Partners
Tennessee
$401K
LSA
265
Lion Street Advisors
Texas
$400K +$345K +18,224 New
MM
266
MQS Management
New York
$396K +$391K +20,657 New
IA
267
Insight Advisors
Pennsylvania
$390K +$1.57K +83 +0.4%
State Farm Mutual Automobile Insurance
268
State Farm Mutual Automobile Insurance
Illinois
$384K
CAS
269
Coppell Advisory Solutions
Texas
$377K +$121K +6,417 +48%
FFA
270
Farther Finance Advisors
California
$375K -$4.73K -250 -1%
CWM
271
Concentrum Wealth Management
California
$368K
PWG
272
Portside Wealth Group
Utah
$367K +$362K +19,120 New
E
273
ETFidea
New York
$356K
AC
274
Apella Capital
Connecticut
$355K +$351K +18,530 New
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$353K +$21.9K +1,160 +7%