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FS KKR Capital

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
151
Financial Advocates Investment Management
Washington
$184K -$95.2K -6,756 -34%
CWM
152
Cornerstone Wealth Management
Missouri
$178K +$180K +12,747 New
APW
153
Aurora Private Wealth
New Jersey
$175K -$138K -9,813 -44%
BPA
154
Beacon Pointe Advisors
California
$175K +$42.1K +2,987 +32%
SS
155
Simplicity Solutions
Minnesota
$173K +$46.4K +3,293 +36%
MFG
156
Merit Financial Group
Georgia
$172K -$3.55K -252 -2%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$171K -$4.65K -330 -3%
SFA
158
Souders Financial Advisors
Ohio
$170K -$209K -14,809 -55%
IFG
159
Independent Financial Group
California
$169K +$5.68K +403 +3%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$168K -$1.18M -83,593 -87%
CBA
161
Coastal Bridge Advisors
Connecticut
$168K +$9.45K +671 +4%
KCM
162
Kathmere Capital Management
Pennsylvania
$165K +$9.27K +658 +6%
LWS
163
Lucia Wealth Services
California
$161K +$3.45K +245 +2%
BWM
164
BCS Wealth Management
Tennessee
$148K
LFAS
165
Level Four Advisory Services
Texas
$145K -$11.4K -806 -7%
CPA
166
Capital Planning Advisors
California
$143K -$70 -5 -0%
RG
167
Retirement Group
California
$141K +$142K +10,104 New
SS
168
Sunbelt Securities
Texas
$140K
Fidelity Investments
169
Fidelity Investments
Massachusetts
$125K -$21.3K -1,514 -15%
OPS
170
Orion Portfolio Solutions
Nebraska
$117K +$16.2K +1,147 +16%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$100K -$7.03K -499 -7%
Group One Trading
172
Group One Trading
Illinois
$97K +$30.4K +2,159 +45%
AF
173
Allworth Financial
California
$88K +$60.2K +4,273 +210%
NIT
174
NumerixS Investment Technologies
British Columbia, Canada
$87K +$88K +6,249 New
GRP
175
Global Retirement Partners
California
$86K +$394 +28 +0.5%