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KIO

KKR Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
26
Gator Capital Management
Florida
$371K -$6.58K -490 -2%
WS
27
Wedbush Securities
California
$352K -$4.44K -331 -1%
SWM
28
SeaCrest Wealth Management
New York
$308K +$1.73K +129 +0.6%
SI
29
Stephens Inc
Arkansas
$259K
VAM
30
Verity Asset Management
North Carolina
$246K -$5.96K -444 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$237K +$20.1K +1,498 +9%
MHS
32
M Holdings Securities
Oregon
$222K +$218K +16,236 New
IFG
33
Independent Financial Group
California
$205K +$201K +14,969 New
RJA
34
Raymond James & Associates
Florida
$204K +$20.3K +1,516 +11%
GLLW
35
Graves Light Lenhart Wealth
Virginia
$187K
CIA
36
Concurrent Investment Advisors
Florida
$183K
1W
37
1776 Wealth
Georgia
$180K
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$178K
PFA
39
Plotkin Financial Advisors
Maryland
$177K
AWS
40
Atria Wealth Solutions
New York
$174K +$170K +12,677 New
HighTower Advisors
41
HighTower Advisors
Illinois
$162K
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$146K +$143K +10,630 New
CA
43
CoreCap Advisors
Michigan
$118K +$18.8K +1,400 +19%
BWP
44
Baldwin Wealth Partners
Massachusetts
$41.1K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$36.8K -$39.8K -2,963 -52%
MAM
46
Marquette Asset Management
Minnesota
$14.8K
VAG
47
VisionPoint Advisory Group
Texas
$13.7K
HGA
48
Hobbs Group Advisors
South Carolina
$13.7K +$13.4K +1,000 New
AWM
49
Avior Wealth Management
Nebraska
$5.15K +$5.05K +376 New
JP Morgan Chase
50
JP Morgan Chase
New York
$3.15K -$886 -66 -22%