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KIO

KKR Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CoreCap Advisors
Michigan
$55.7K -$58.7K -4,901 -53%
AF
77
Advisornet Financial
Minnesota
$49K +$21.7K +1,812 +87%
GWM
78
Geneos Wealth Management
Colorado
$23K +$21.9K +1,828 New
BTI
79
Blue Trust Inc
Georgia
$18.8K +$18K +1,500 New
TSMHT
80
Thurston Springer Miller Herd & Titak
Indiana
$18.5K +$17.6K +1,470 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$16.4K +$15.7K +1,310 New
NFSG
82
Newbridge Financial Services Group
Florida
$15.7K +$15K +1,250 New
EWA
83
EverSource Wealth Advisors
Alabama
$15.5K +$14.8K +1,235 New
FFWM
84
Future Financial Wealth Management
Ohio
$9.42K
AAP
85
Arax Advisory Partners
Colorado
$7.54K +$7.18K +600 New
AAS
86
Ameritas Advisory Services
Nebraska
$4.67K +$4.45K +372 New
JP Morgan Chase
87
JP Morgan Chase
New York
$2.89K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$2.51K
SPIA
89
Steward Partners Investment Advisory
New York
$2.04K +$1.94K +162 New
WA
90
WPG Advisers
Maryland
$1.9K +$1.81K +151 New
MHIP
91
Mountain Hill Investment Partners
New Jersey
$1.81K +$48 +4 +3%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K
TFGT
93
TS Financial Group (TSFG)
Illinois
$1K
AssetMark Inc
94
AssetMark Inc
California
$779 -$192 -16 -21%
Citigroup
95
Citigroup
New York
$13
RCM
96
Rivernorth Capital Management
Florida
-$738K -60,042 Closed
MG
97
Marex Group
-$384K -31,270 Closed
SA
98
SFI Advisors
New Jersey
-$276K -22,419 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$150K -12,176 Closed
SW
100
SVB Wealth
Massachusetts
-$26.4K -2,149 Closed