We are live on ! Find out more
KKR icon

KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
Optimum Investment Advisors
Illinois
$42K +$45.8K +2,060 New
PCG
302
Private Capital Group
Connecticut
$41K -$31.1K -1,398 -41%
WWM
303
Willingdon Wealth Management
North Carolina
$41K – – –
BFEC
304
Benjamin F. Edwards & Company
Missouri
$39K +$111 +5 +0.3%
WEC
305
Winslow Evans & Crocker
Massachusetts
$35.3K – – –
SAM
306
Shamrock Asset Management
Texas
$35K – – –
ATC
307
Adirondack Trust Company
New York
$32K – – –
GWS
308
Glassman Wealth Services
Virginia
$30K +$33.3K +1,500 New
MOS
309
MGO One Seven
Ohio
$28K – – –
BDWM
310
Brewin Dolphin Wealth Management
Ireland
$24.4K – – –
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$24K – – –
IWM
312
IHT Wealth Management
Illinois
$24K – – –
OPWM
313
Oak Point Wealth Management
Michigan
$24K – – –
TODC
314
Trustees of Dartmouth College
New Hampshire
$24K – – –
YWP
315
YorkBridge Wealth Partners
New York
$21K – – –
MSTVIM
316
Messner & Smith Theme Value Investment Management
California
$15K +$16.7K +750 New
PWAG
317
Polaris Wealth Advisory Group
California
$15K +$16.7K +750 New
CAM
318
CenterStar Asset Management
Illinois
$13K – – –
AIM
319
Advantage Investment Management
Iowa
$12K +$111 +5 +0.8%
WCM
320
Whitener Capital Management
North Carolina
$10K -$4K -180 -26%
GI
321
Gradient Investments
Minnesota
$10K – – –
VNA
322
Valley National Advisers
Pennsylvania
$10K – – –
CC
323
Claybrook Capital
Massachusetts
$10K +$11.1K +500 New
TDC
324
Thompson Davis & Co
Virginia
$10K +$11.1K +500 New
IFAM
325
Institutional & Family Asset Management
Colorado
$10K +$11.2K +502 New