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KIO

KKR Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$177K +$4.2K +375 +2%
HA
52
Herold Advisors
New York
$163K +$27.1K +2,422 +20%
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$158K -$155K -13,848 -50%
GLLW
54
Graves Light Lenhart Wealth
Virginia
$155K
BlackRock
55
BlackRock
New York
$154K -$2.52K -225 -2%
CIA
56
Concurrent Investment Advisors
Florida
$152K
PFA
57
Plotkin Financial Advisors
Maryland
$146K
UPS
58
UHLMANN PRICE SECURITIES
Illinois
$145K +$4.52K +404 +3%
HighTower Advisors
59
HighTower Advisors
Illinois
$138K -$5.6K -500 -4%
Corient Private Wealth
60
Corient Private Wealth
Florida
$137K -$209K -18,635 -60%
Creative Planning
61
Creative Planning
Kansas
$127K +$127K +11,306 New
GCM
62
Gator Capital Management
Florida
$125K
GCP
63
Gill Capital Partners
Colorado
$124K -$1.2K -107 -1%
CA
64
CoreCap Advisors
Michigan
$118K +$113K +10,114 +2,491%
BRWA
65
B. Riley Wealth Advisors
Florida
$115K +$650 +58 +0.6%
Bessemer Group
66
Bessemer Group
New Jersey
$68K +$67.2K +6,000 New
AF
67
Advisornet Financial
Minnesota
$60.5K
US Bancorp
68
US Bancorp
Minnesota
$57.2K
GRP
69
Global Retirement Partners
California
$42.4K +$42.2K +3,769 New
EWA
70
EverSource Wealth Advisors
Alabama
$33.5K
HI
71
Harbour Investments
Wisconsin
$31K
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$16.9K -$7.77K -694 -32%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$15.3K +$3.11K +278 +26%
AUB
74
Atlantic Union Bankshares
Virginia
$14.7K
NWMP
75
Noble Wealth Management PBC
Colorado
$9.01K