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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
LS
301
Livforsakringsbolaget Skandia
Sweden
$79K +$91.5K +4,000 New
FANJ
302
Financial Architects (New Jersey)
New Jersey
$76K – – –
EWM
303
Edge Wealth Management
New York
$75K – – –
GRP
304
Global Retirement Partners
California
$70K -$20.1K -880 -20%
SQA
305
Simon Quick Advisors
New Jersey
$67K +$77.6K +3,392 New
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.2K +$1.58K +69 +2%
GWM
307
Geneos Wealth Management
Colorado
$65K -$35.6K -1,558 -32%
WCM
308
WealthBridge Capital Management
Ohio
$60K +$69.4K +3,036 New
SWM
309
SeaCrest Wealth Management
New York
$54K -$13.7K -600 -18%
WTB
310
Washington Trust Bank
Washington
$48K – – –
GT
311
Glenmede Trust
Pennsylvania
$46K +$54.5K +2,384 New
MWC
312
MBM Wealth Consultants
Missouri
$41K +$47.7K +2,085 New
OIA
313
Optimum Investment Advisors
Illinois
$40K – – –
WIM
314
Westside Investment Management
California
$39.3K +$45.7K +2,000 New
PCG
315
Private Capital Group
Connecticut
$39K – – –
WWM
316
Willingdon Wealth Management
North Carolina
$39K – – –
BL
317
Balentine LLC
Georgia
$39K +$45.7K +2,000 New
FA
318
Fortis Advisors
Pennsylvania
$39K +$45.7K +2,000 New
WEC
319
Winslow Evans & Crocker
Massachusetts
$38K – – –
CAM
320
Close Asset Management
United Kingdom
$37K -$1.33M -58,284 -98%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$34K -$14.2K -622 -27%
SAM
322
Shamrock Asset Management
Texas
$30K – – –
NFG
323
Next Financial Group
Texas
$29K +$20.6K +900 +150%
UBS AM
324
UBS AM
Illinois
$29K -$24.6K -1,074 -42%
FBT
325
First Bank & Trust
South Dakota
$28K +$32.8K +1,434 New