We are live on ! Find out more
KKR icon

KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
251
MSI Financial Services
Massachusetts
$141K -$31K -1,332 -19%
BRWM
252
B. Riley Wealth Management
Tennessee
$124K +$70.2K +3,017 +144%
FANJ
253
Financial Architects (New Jersey)
New Jersey
$109K +$104K +4,479 New
CFA
254
Carroll Financial Associates
North Carolina
$97K +$93.1K +4,000 New
NSIM
255
North Star Investment Management
Illinois
$90K +$72.2K +3,100 +517%
WRM
256
Westport Resources Management
Connecticut
$83K -$2.23K -96 -3%
FNBT
257
FineMark National Bank & Trust
Florida
$74K +$55.9K +2,400 +381%
DADC
258
D.A. Davidson & Co
Montana
$68K +$28.2K +1,211 +76%
BG
259
BlackRock Group
United Kingdom
$67K +$63.7K +2,736 New
HIM
260
Hillsdale Investment Management
Ontario, Canada
$58K +$55.9K +2,400 New
SSG
261
Summit Securities Group
New York
$58K +$55.9K +2,400 New
FMT
262
First Mercantile Trust
Tennessee
$56K +$13.1K +562 +33%
BPBT
263
Boston Private Bank & Trust
Massachusetts
$54K -$2.33K -100 -4%
JIC
264
Joel Isaacson & Co
New York
$49K – – –
JFA
265
JNBA Financial Advisors
Minnesota
$49K +$46.6K +2,000 New
RNS
266
Robert N. Shapiro
$43K +$4.66K +200 +13%
CAM
267
Cortina Asset Management
Wisconsin
$40K +$38.5K +1,652 New
WTB
268
Washington Trust Bank
Washington
$39K +$13.6K +582 +57%
ATC
269
Adirondack Trust Company
New York
$37K +$11.9K +510 +51%
SAM
270
Shamrock Asset Management
Texas
$37K +$35.6K +1,530 New
MWP
271
MYCIO Wealth Partners
Pennsylvania
$36K – – –
Envestnet Asset Management
272
Envestnet Asset Management
Illinois
$33K +$31.3K +1,344 New
SSB
273
Sandy Spring Bank
Maryland
$32K – – –
MBT
274
Monroe Bank & Trust
Michigan
$29K +$27.8K +1,193 New
EWM
275
Edge Wealth Management
New York
$24K +$23.3K +1,000 New