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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
301
Financial Architects (New Jersey)
New Jersey
$76K
EWM
302
Edge Wealth Management
New York
$75K
GRP
303
Global Retirement Partners
California
$70K -$20.1K -880 -20%
SQA
304
Simon Quick Advisors
New Jersey
$67K +$77.6K +3,392 New
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.2K +$1.58K +69 +2%
GWM
306
Geneos Wealth Management
Colorado
$65K -$35.6K -1,558 -32%
WCM
307
WealthBridge Capital Management
Ohio
$60K +$69.4K +3,036 New
SWM
308
SeaCrest Wealth Management
New York
$54K -$13.7K -600 -18%
WTB
309
Washington Trust Bank
Washington
$48K
MWC
310
MBM Wealth Consultants
Missouri
$41K +$47.7K +2,085 New
OIA
311
Optimum Investment Advisors
Illinois
$40K
WIM
312
Westside Investment Management
California
$39.3K +$45.7K +2,000 New
PCG
313
Private Capital Group
Connecticut
$39K
WWM
314
Willingdon Wealth Management
North Carolina
$39K
BL
315
Balentine LLC
Georgia
$39K +$45.7K +2,000 New
FA
316
Fortis Advisors
Pennsylvania
$39K +$45.7K +2,000 New
WEC
317
Winslow Evans & Crocker
Massachusetts
$38K
CAM
318
Close Asset Management
United Kingdom
$37K -$1.33M -58,284 -98%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$34K -$14.2K -622 -27%
SAM
320
Shamrock Asset Management
Texas
$30K
NFG
321
Next Financial Group
Texas
$29K +$20.6K +900 +150%
UBS AM
322
UBS AM
Illinois
$29K -$24.6K -1,074 -42%
FBT
323
First Bank & Trust
South Dakota
$28K +$32.8K +1,434 New
HNB
324
Huntington National Bank
Ohio
$25K -$49.7K -2,175 -63%
CFN
325
Cordasco Financial Network
Florida
$24K