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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
Carroll Financial Associates
North Carolina
$151K +$55.5K +4,079 +66%
CFS
252
Commonwealth Financial Services
West Virginia
$150K -$82.3K -6,048 -37%
APCM
253
Arbiter Partners Capital Management
New York
$147K +$136K +10,000 New
HPC
254
HM Payson & Co
Maine
$147K +$136K +10,000 New
NFG
255
Next Financial Group
Texas
$132K -$39.5K -2,900 -24%
CG
256
Cutler Group
California
$130K +$40.9K +3,006 +51%
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$121K – – –
SAM
258
Shamrock Asset Management
Texas
$115K -$16.1K -1,182 -13%
IIC
259
Integrated Investment Consultants
Michigan
$97K +$101K +7,450 New
GT
260
Glenmede Trust
Pennsylvania
$85K – – –
BFEC
261
Benjamin F. Edwards & Company
Missouri
$84K -$85.7K -6,300 -52%
ClearBridge Investments
262
ClearBridge Investments
New York
$75K -$14.6M -1,069,275 -100%
MCA
263
Mercer Capital Advisers
New Jersey
$73K – – –
PCM
264
Penserra Capital Management
California
$70K -$5.88K -432 -8%
ASN
265
Advisory Services Network
Georgia
$62K -$34K -2,500 -37%
WEC
266
Winslow Evans & Crocker
Massachusetts
$59.7K -$186K -13,695 -77%
Lazard Asset Management
267
Lazard Asset Management
New York
$58K +$54.4K +4,000 New
FANJ
268
Financial Architects (New Jersey)
New Jersey
$57K +$52.8K +3,879 New
ST
269
Smithfield Trust
Pennsylvania
$56K – – –
EWM
270
Edge Wealth Management
New York
$49K +$31.9K +2,342 +234%
SEI Investments
271
SEI Investments
Pennsylvania
$47K +$29.9K +2,197 +214%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$44.1K +$40.8K +3,000 New
CF
273
CenterStar Fund
Illinois
$44K – – –
JIC
274
Joel Isaacson & Co
New York
$44K – – –
LNB
275
Ledyard National Bank
$44K – – –