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KIO

KKR Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$274K +$274K +21,708 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$221K -$156K -12,421 -41%
AWM
53
Apollon Wealth Management
South Carolina
$219K +$6.16K +489 +3%
PI
54
PFG Investments
New York
$207K +$207K +16,401 New
VF
55
Virtu Financial
New York
$203K +$203K +16,138 New
FAG
56
Fortitude Advisory Group
Washington
$202K +$44.9K +3,565 +29%
CAM
57
Cresset Asset Management
Illinois
$201K +$26.5K +2,100 +15%
SWM
58
SeaCrest Wealth Management
New York
$200K +$3.26K +259 +2%
RSF
59
Rik Saylor Financial
Ohio
$195K +$227 +18 +0.1%
VAM
60
Verity Asset Management
North Carolina
$194K +$44.1K +3,499 +29%
HighTower Advisors
61
HighTower Advisors
Illinois
$181K
CIA
62
Concurrent Investment Advisors
Florida
$176K -$265 -21 -0.2%
GLLW
63
Graves Light Lenhart Wealth
Virginia
$173K
GHAM
64
Gilman Hill Asset Management
Connecticut
$167K +$167K +13,235 New
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$164K
PFA
66
Plotkin Financial Advisors
Maryland
$163K
Creative Planning
67
Creative Planning
Kansas
$153K +$3.7K +294 +2%
1W
68
1776 Wealth
Georgia
$150K -$15.1K -1,200 -9%
GCM
69
Gator Capital Management
Florida
$150K -$24.2K -1,918 -14%
HA
70
Herold Advisors
New York
$150K +$17.2K +1,369 +13%
OC
71
Oppenheimer & Co
New York
$148K +$148K +11,781 New
GCP
72
Gill Capital Partners
Colorado
$148K -$11.4K -903 -7%
UPS
73
UHLMANN PRICE SECURITIES
Illinois
$148K +$4.14K +329 +3%
ACM
74
Anfield Capital Management
California
$99.7K +$99.7K +7,911 New
AUB
75
Atlantic Union Bankshares
Virginia
$92.1K -$75.4K -5,986 -45%