We are live on ! Find out more
KIO

KKR Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Atala Financial
California
$286K
SA
52
SFI Advisors
New Jersey
$276K +$285K +22,419 New
CAM
53
Cresset Asset Management
Illinois
$252K -$28K -2,205 -10%
VAM
54
Verity Asset Management
North Carolina
$248K +$34K +2,674 +15%
AWM
55
Apollon Wealth Management
South Carolina
$197K
SWM
56
SeaCrest Wealth Management
New York
$193K -$109K -8,558 -35%
HWAM
57
Hennion & Walsh Asset Management
New Jersey
$191K +$585 +46 +0.3%
AWS
58
Atria Wealth Solutions
New York
$188K +$25K +1,965 +15%
RSF
59
Rik Saylor Financial
Ohio
$188K +$2.1K +165 +1%
GCP
60
Gill Capital Partners
Colorado
$188K +$194K +15,259 New
GCM
61
Gator Capital Management
Florida
$170K -$74.6K -5,873 -30%
GLLW
62
Graves Light Lenhart Wealth
Virginia
$169K
CIA
63
Concurrent Investment Advisors
Florida
$164K
1W
64
1776 Wealth
Georgia
$162K
HighTower Advisors
65
HighTower Advisors
Illinois
$160K
PFA
66
Plotkin Financial Advisors
Maryland
$159K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$150K +$155K +12,176 New
FAG
68
Fortitude Advisory Group
Washington
$143K +$159K +12,501 New
Creative Planning
69
Creative Planning
Kansas
$142K +$15.2K +1,196 +12%
UPS
70
UHLMANN PRICE SECURITIES
Illinois
$136K +$140K +11,052 New
CA
71
CoreCap Advisors
Michigan
$115K +$22.4K +1,759 +23%
US Bancorp
72
US Bancorp
Minnesota
$67.3K +$50.6K +3,981 +266%
NWMP
73
Noble Wealth Management PBC
Colorado
$62.7K +$64.8K +5,100 New
SW
74
SVB Wealth
Massachusetts
$26.4K +$27.3K +2,149 New
AF
75
Advisornet Financial
Minnesota
$25.7K +$26.6K +2,093 New