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FS KKR Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$566K +$62.2K +3,145 +12%
VWM
252
Venturi Wealth Management
Texas
$564K +$171K +8,663 +41%
JP Morgan Chase
253
JP Morgan Chase
New York
$562K -$2.01M -101,826 -78%
MA
254
Mutual Advisors
Nebraska
$526K -$136K -6,881 -20%
YIH
255
Y-Intercept (HK)
Hong Kong
$525K -$208K -10,523 -28%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$522K -$79.6K -4,024 -13%
BCM
257
Brookstone Capital Management
Illinois
$520K +$93.6K +4,731 +21%
SFG
258
Sovereign Financial Group
Connecticut
$512K +$531K +26,855 New
CIA
259
Concurrent Investment Advisors
Florida
$483K -$3.34K -169 -0.7%
CASC
260
Coppell Advisory Solutions Corp
Texas
$474K +$492K +24,866 New
DIM
261
Delta Investment Management
California
$472K +$38.7K +1,954 +9%
SFS
262
Sharp Financial Services
Pennsylvania
$472K – – –
SFA
263
Souders Financial Advisors
Ohio
$463K +$79.6K +4,022 +20%
PTC
264
Private Trust Company
Ohio
$462K +$17.7K +897 +4%
IWN
265
Independent Wealth Network
Iowa
$460K +$3.64K +184 +0.8%
SC
266
Savant Capital
Illinois
$458K +$198 +10 +0%
MWM
267
Meridian Wealth Management
Kentucky
$458K -$32.2K -1,628 -6%
BWA
268
BlueChip Wealth Advisors
Georgia
$453K -$198K -10,000 -30%
SWIM
269
Smallwood Wealth Investment Management
New Jersey
$450K – – –
SLC
270
Second Line Capital
Louisiana
$447K +$82.7K +4,181 +23%
SA
271
SpiderRock Advisors
Delaware
$443K +$476K +24,057 New
CA
272
Calton & Associates
Florida
$442K -$73.9K -3,737 -14%
AUB
273
Atlantic Union Bankshares
Virginia
$441K +$159K +8,049 +53%
AWM
274
Aries Wealth Management
Maine
$436K -$19.8K -1,000 -4%
CP
275
Castleview Partners
Texas
$435K -$1.98K -100 -0.4%