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FS KKR Capital

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
326
Tradition Wealth Management
Minnesota
$385K +$3.9K +186 +1%
BFS
327
BridgePort Financial Solutions
Iowa
$385K +$355K +16,901 New
AWAP
328
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$384K +$378 +18 +0.1%
IHL
329
Investment House LLC
California
$383K +$31.5K +1,500 +9%
SWM
330
Sanctuary Wealth Management
Idaho
$379K
CP
331
Castleview Partners
Texas
$378K -$91.6K -4,364 -20%
JIP
332
Jaffetilchin Investment Partners
Florida
$377K +$202K +9,614 +124%
AG
333
AmeriFlex Group
Nevada
$376K +$337K +16,073 New
FFA
334
Farther Finance Advisors
California
$369K -$340K -16,197 -49%
SIA
335
Soltis Investment Advisors
Utah
$369K +$356K +16,980 New
PTC
336
Private Trust Company
Ohio
$367K -$21K -1,000 -6%
SWIM
337
Smallwood Wealth Investment Management
New Jersey
$366K -$142K -6,755 -29%
CWM
338
Concentrum Wealth Management
California
$361K
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$359K -$4.22K -201 -1%
Citigroup
340
Citigroup
New York
$357K +$81K +3,858 +31%
OFS
341
OneAscent Financial Services
Alabama
$356K +$92.3K +4,399 +37%
SFC
342
Strategic Financial Concepts
Texas
$355K +$43.6K +2,078 +15%
CWM
343
Cahaba Wealth Management
Georgia
$353K +$18.8K +895 +6%
AC
344
Apella Capital
Connecticut
$352K +$4.8K +229 +1%
AF
345
Allworth Financial
California
$349K -$81.2K -3,871 -20%
VHAM
346
Van Hulzen Asset Management
California
$349K -$1.82K -87 -0.5%
BAM
347
Belpointe Asset Management
Nevada
$349K
OC
348
Oppenheimer & Co
New York
$348K +$336K +16,026 New
VFA
349
Valeo Financial Advisors
Indiana
$346K
JRFS
350
James Reed Financial Services
Ohio
$344K +$332K +15,828 New