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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
251
LS Investment Advisors
Michigan
$239K – – –
IC
252
InterOcean Capital
Illinois
$238K -$49.6K -2,262 -18%
BT
253
Beacon Trust
New Jersey
$235K -$97.9K -4,466 -31%
BFA
254
Beaumont Financial Advisors
Massachusetts
$232K – – –
KJHP
255
K.J. Harrison & Partners
Ontario, Canada
$232K – – –
CA
256
Commerzbank Aktiengesellschaft
Germany
$231K -$12.2K -557 -5%
HCM
257
Hollencrest Capital Management
California
$226K +$4.51K +206 +2%
PC
258
Palo Capital
California
$224K +$211K +9,640 New
CCM
259
Coldstream Capital Management
Washington
$221K – – –
NFG
260
Next Financial Group
Texas
$219K -$92.8K -4,233 -31%
ECAM
261
East Coast Asset Management
Massachusetts
$219K -$16.4K -750 -7%
RFC
262
Regions Financial Corp
Alabama
$217K – – –
PGIM
263
Pacific Global Investment Management
California
$215K -$657 -30 -0.3%
RJT
264
Raymond James Trust
Florida
$211K +$200K +9,125 New
LCM
265
Landscape Capital Management
New Jersey
$202K +$191K +8,700 New
SSG
266
Summit Securities Group
New York
$190K -$85.5K -3,900 -32%
RIM
267
Regent Investment Management
Kentucky
$175K +$165K +7,548 New
FM
268
Forward Management
California
$159K +$89.9K +4,100 +149%
BRWM
269
B. Riley Wealth Management
Tennessee
$143K +$657 +30 +0.5%
OC
270
Oakworth Capital
Alabama
$137K +$110K +5,000 +556%
FMT
271
First Mercantile Trust
Tennessee
$133K +$52.7K +2,406 +72%
AIM
272
Advantage Investment Management
Iowa
$131K +$124K +5,650 New
NES
273
New England Securities
New York
$122K +$22.3K +1,018 +24%
BKBG
274
BHF Kleinwort Benson Group
Belgium
$120K – – –
FANJ
275
Financial Architects (New Jersey)
New Jersey
$116K -$6.58K -300 -6%
9 10
11
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