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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$60K -$7.25K -275 -11%
AF
402
Arrow Financial
New York
$56K – – –
MWC
403
MBM Wealth Consultants
Missouri
$56K – – –
FA
404
Fortis Advisors
Pennsylvania
$54K – – –
TCOV
405
Trust Company of Vermont
Vermont
$54K – – –
WWM
406
Willingdon Wealth Management
North Carolina
$54K – – –
Acadian Asset Management
407
Acadian Asset Management
Massachusetts
$51K +$50.2K +1,905 New
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$46K +$8.7K +330 +24%
FBT
409
First Bank & Trust
South Dakota
$44K – – –
CFG
410
Citizens Financial Group
Rhode Island
$44K +$42.9K +1,628 New
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$42K – – –
SAM
412
Shamrock Asset Management
Texas
$41K – – –
NFG
413
Next Financial Group
Texas
$39K -$26.4K -1,000 -41%
AF
414
Advisornet Financial
Minnesota
$39K – – –
SQA
415
Simon Quick Advisors
New Jersey
$38K +$37.4K +1,418 New
KFS
416
Kelly Financial Services
Massachusetts
$33.6K – – –
BDWM
417
Brewin Dolphin Wealth Management
Ireland
$32.2K – – –
OIA
418
Optimum Investment Advisors
Illinois
$32K – – –
WTC
419
WhitTier Trust Company
Nevada
$30K +$29K +1,100 New
PCG
420
Private Capital Group
Connecticut
$29K -$24.7K -938 -47%
FWM
421
Focused Wealth Management
New York
$29K -$8.54K -324 -23%
RIA
422
Realta Investment Advisors
Delaware
$28K – – –
AA
423
AlphaMark Advisors
Kentucky
$27K – – –
PVH
424
Psagot Value Holdings
Israel
$24K – – –
TC
425
Truvestments Capital
Florida
$24K – – –