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FS KKR Capital
FSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
326
OneAscent Financial Services
Alabama
$146K -$24.9K -1,992 -12%
KF
327
Krilogy Financial
Missouri
$146K +$11K +876 +7%
IAN
328
Integrated Advisors Network
Texas
$146K -$11.5K -916 -6%
IPW
329
Impact Partnership Wealth
Georgia
$145K +$41.9K +3,345 +31%
OC
330
Oppenheimer & Co
New York
$144K -$116K -9,268 -40%
SP
331
Symmetry Partners
Connecticut
$144K -$44.3K -3,542 -20%
VC
332
VarCov Co
Connecticut
$143K +$176K +14,068 New
UWS
333
Unique Wealth Strategies
Illinois
$142K – – –
SAG
334
SageView Advisory Group
California
$141K -$14.6K -1,163 -8%
SWM
335
Spire Wealth Management
Virginia
$140K – – –
SCM
336
Saxony Capital Management
Missouri
$138K +$170K +13,569 New
BAM
337
BOS Asset Management
Illinois
$137K – – –
AA
338
Advisory Alpha
Michigan
$136K -$7.22K -577 -4%
CWM
339
Cornerstone Wealth Management
Missouri
$135K -$41.4K -3,308 -20%
BWM
340
BCS Wealth Management
Tennessee
$135K -$166K -13,250 -50%
NFSG
341
Newbridge Financial Services Group
Florida
$134K -$15.3K -1,226 -9%
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$134K +$164K +13,120 New
CIA
343
Concurrent Investment Advisors
Florida
$133K -$150K -12,013 -48%
SWIM
344
Smallwood Wealth Investment Management
New Jersey
$133K – – –
BCM
345
Brookstone Capital Management
Illinois
$132K -$11.7K -933 -7%
MCIA
346
Mountain Capital Investment Advisors
Colorado
$132K +$4.57K +365 +3%
PF
347
Prota Financial
Texas
$131K -$66.5K -5,318 -29%
DAS
348
Dynamic Advisor Solutions
Arizona
$130K +$160K +12,774 New
PC
349
Permanens Capital
New York
$129K – – –
HWM
350
HB Wealth Management
Georgia
$128K -$52.2K -4,171 -25%
12 13
14
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