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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$51K – – –
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$49K +$4.02K +200 +9%
PCG
303
Private Capital Group
Connecticut
$48K +$68.4K +3,407 New
WB
304
Webster Bank
Connecticut
$46K +$40.2K +2,000 +1,000%
ASN
305
Advisory Services Network
Georgia
$45K -$43.8K -2,181 -50%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$40K -$4.64K -231 -11%
WEC
307
Winslow Evans & Crocker
Massachusetts
$36.6K – – –
ATC
308
Adirondack Trust Company
New York
$32K – – –
SAM
309
Shamrock Asset Management
Texas
$32K – – –
MOS
310
MGO One Seven
Ohio
$29K +$27.4K +1,365 New
IWM
311
IHT Wealth Management
Illinois
$27K – – –
BDWM
312
Brewin Dolphin Wealth Management
Ireland
$25.3K – – –
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$25K +$24.1K +1,200 New
OPWM
314
Oak Point Wealth Management
Michigan
$25K +$24.1K +1,200 New
TODC
315
Trustees of Dartmouth College
New Hampshire
$25K +$24.1K +1,200 New
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$23K -$19.9K -990 -48%
YWP
317
YorkBridge Wealth Partners
New York
$22K – – –
EWM
318
Evercore Wealth Management
New York
$21K – – –
WCM
319
Whitener Capital Management
North Carolina
$14K +$13.7K +680 New
AIM
320
Advantage Investment Management
Iowa
$13K +$100 +5 +0.8%
VNA
321
Valley National Advisers
Pennsylvania
$11K – – –
THWM
322
Taylor Hoffman Wealth Management
Virginia
$11K +$10.2K +510 New
GI
323
Gradient Investments
Minnesota
$11K +$10.3K +515 New
RAM
324
Riggs Asset Management
Pennsylvania
$9K +$8.4K +418 New
LC
325
Landaas & Company
Wisconsin
$8K +$8.04K +400 New