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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
276
Adell Harriman & Carpenter
Texas
$214K +$215K +9,350 New
ICOA
277
Investment Centers of America
North Dakota
$212K -$99.2K -4,319 -32%
GLRA
278
Gerald L. Ray & Associates
Texas
$211K – – –
RIM
279
Regent Investment Management
Kentucky
$209K +$18.4K +800 +10%
KIA
280
KCM Investment Advisors
California
$202K -$28.7K -1,250 -12%
SF
281
Synovus Financial
Georgia
$169K – – –
FM
282
Forward Management
California
$157K – – –
CFA
283
Camarda Financial Advisors
Florida
$148K +$149K +6,476 New
AIM
284
Advantage Investment Management
Iowa
$145K -$6.89K -300 -5%
BRWM
285
B. Riley Wealth Management
Tennessee
$118K -$23.5K -1,023 -16%
JG
286
Jefferies Group
New York
$116K -$3.64M -158,565 -97%
FANJ
287
Financial Architects (New Jersey)
New Jersey
$114K -$29.9K -1,300 -21%
MCA
288
Mercer Capital Advisers
New Jersey
$114K – – –
CFA
289
Carroll Financial Associates
North Carolina
$96K +$96.6K +4,204 New
LNB
290
Ledyard National Bank
$91K +$91.9K +4,000 New
JIC
291
Joel Isaacson & Co
New York
$85K +$39.1K +1,702 +85%
EWM
292
Evercore Wealth Management
New York
$81K – – –
IWMPD
293
Integrated Wealth Management (Palm Desert)
California
$71K -$74.7K -3,250 -51%
Bessemer Group
294
Bessemer Group
New Jersey
$69K – – –
PMFA
295
Plante Moran Financial Advisors
Michigan
$67K +$15.3K +665 +29%
FNBT
296
FineMark National Bank & Trust
Florida
$64K – – –
ASN
297
Advisory Services Network
Georgia
$58K -$19.5K -850 -25%
SFWA
298
Summit Financial Wealth Advisors
Louisiana
$50K +$50.9K +2,215 New
JFA
299
JNBA Financial Advisors
Minnesota
$46K – – –
FMT
300
First Mercantile Trust
Tennessee
$45K -$76.7K -3,338 -63%