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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
301
Thompson Siegel & Walmsley
Virginia
$30K +$28.5K +1,500 New
TCM
302
Tradewinds Capital Management
Washington
$26K – – –
IWM
303
IHT Wealth Management
Illinois
$25K – – –
BDWM
304
Brewin Dolphin Wealth Management
Ireland
$24.4K +$22.8K +1,200 New
EWM
305
Evercore Wealth Management
New York
$21K – – –
OFS
306
Orrstown Financial Services
Pennsylvania
$20K – – –
SIAP
307
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
YWP
308
YorkBridge Wealth Partners
New York
$20K – – –
MCIA
309
Mountain Capital Investment Advisors
Colorado
$14K -$10.9K -573 -45%
RWA
310
Ropes Wealth Advisors
Massachusetts
$13K – – –
AIM
311
Advantage Investment Management
Iowa
$12K +$11.2K +590 New
VNA
312
Valley National Advisers
Pennsylvania
$10K – – –
AAP
313
Arax Advisory Partners
Colorado
$7K +$57 +3 +0.8%
EWM
314
Endurance Wealth Management
Rhode Island
$6K +$5.69K +300 New
ADL
315
Asset Dedication LLC
California
$5K +$4.86K +256 New
PSW
316
Portfolio Strategies (Washington)
Washington
$4K – – –
WB
317
Webster Bank
Connecticut
$4K – – –
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$3K – – –
HR
319
Howe & Rusling
New York
$2K – – –
SC
320
Sculptor Capital
New York
– -$5.62M -301,936 Closed
JAM
321
Jupiter Asset Management
United Kingdom
– -$2.66M -142,876 Closed
UAM
322
UAS Asset Management
New York
– -$2.29M -123,000 Closed
Citadel Advisors
323
Citadel Advisors
Florida
– -$2.15M -113,387 Closed
Jane Street
324
Jane Street
New York
– -$1.17M -63,106 Closed
IAA
325
Ironsides Asset Advisors
North Carolina
– -$755K -40,607 Closed