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KIO

KKR Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$826K +$46.9K +4,114 +6%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$725K +$25.6K +2,243 +4%
RCM
28
Robinson Capital Management
Michigan
$590K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$563K +$32.1K +2,815 +6%
VIA
30
Virtus Investment Advisers
Connecticut
$534K -$89.4K -7,836 -14%
NA
31
NewEdge Advisors
Louisiana
$533K -$11.9K -1,044 -2%
BI
32
Bramshill Investments
Florida
$519K -$3.41K -299 -0.6%
PI
33
PFG Investments
New York
$487K +$505K +44,264 New
CLA
34
Carnegie Lake Advisors
New Jersey
$474K -$5.7K -500 -1%
WS
35
Wedbush Securities
California
$474K -$8.99K -788 -2%
ACP
36
Aviance Capital Partners
Florida
$440K +$5.55K +487 +1%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$438K +$454K +39,792 New
SI
38
Stephens Inc
Arkansas
$404K +$308 +27 +0.1%
UCI
39
Uncommon Cents Investing
Wisconsin
$364K -$3.42K -300 -0.9%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$306K -$16.6K -1,452 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$286K -$109K -9,524 -27%
TWPM
42
Total Wealth Planning & Management
Florida
$282K +$293K +25,654 New
EH
43
Equitable Holdings
New York
$249K +$245K +21,453 New
WA
44
WealthTrust Axiom
Pennsylvania
$241K -$2.79K -245 -1%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$226K -$252K -22,095 -51%
AWM
46
Apollon Wealth Management
South Carolina
$216K
Stifel Financial
47
Stifel Financial
Missouri
$199K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$194K -$901 -79 -0.4%
FAG
49
Fortitude Advisory Group
Washington
$177K
CAM
50
Cresset Asset Management
Illinois
$175K