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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
301
Lazard Asset Management
New York
$163K – – –
DSC
302
Duncker Streett & Co
Missouri
$160K – – –
EMG
303
ETF Managers Group
New Jersey
$151K +$15.6K +584 +12%
GWM
304
Geneos Wealth Management
Colorado
$133K +$131K +4,908 New
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$131K – – –
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$126K +$124K +4,629 New
GRP
307
Global Retirement Partners
California
$121K +$508 +19 +0.4%
FANJ
308
Financial Architects (New Jersey)
New Jersey
$106K +$104K +3,879 New
EWM
309
Edge Wealth Management
New York
$104K +$102K +3,800 New
GTAM
310
Global Trust Asset Management
Florida
$98K +$96.2K +3,600 New
HNB
311
Huntington National Bank
Ohio
$94K -$37.4K -1,399 -29%
SWM
312
SeaCrest Wealth Management
New York
$91K +$89K +3,332 New
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.7K -$23.7K -887 -21%
TC
314
Truvestments Capital
Florida
$78K +$76.2K +2,852 New
ASN
315
Advisory Services Network
Georgia
$77K +$12K +450 +19%
CAM
316
CenterStar Asset Management
Illinois
$72K – – –
UBS AM
317
UBS AM
Illinois
$69.5K – – –
WTB
318
Washington Trust Bank
Washington
$67K – – –
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$64K -$8.58K -321 -12%
OIA
320
Optimum Investment Advisors
Illinois
$56K – – –
WWM
321
Willingdon Wealth Management
North Carolina
$55K – – –
MYIA
322
Mount Yale Investment Advisors
Colorado
$54K – – –
PCG
323
Private Capital Group
Connecticut
$54K – – –
WEC
324
Winslow Evans & Crocker
Massachusetts
$52K +$3.31K +124 +7%
TSW
325
Thompson Siegel & Walmsley
Virginia
$42K -$107K -4,000 -72%