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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
401
Ayalon Insurance Company
Israel
$81K +$106K +3,695 New
EWM
402
Edge Wealth Management
New York
$75K – – –
FA
403
Fortis Advisors
Pennsylvania
$70K +$28.7K +1,000 +50%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$64K +$14.7K +511 +23%
GSWM
405
Golden State Wealth Management
California
$63K +$76.7K +2,670 New
BWP
406
Baldwin Wealth Partners
Massachusetts
$59K -$71.8K -2,500 -50%
Balentine LLC
407
Balentine LLC
Georgia
$59K +$431 +15 +0.6%
AlphaCore Capital
408
AlphaCore Capital
California
$57K +$70.2K +2,445 New
FBT
409
First Bank & Trust
South Dakota
$55K +$12.5K +435 +23%
Kayne Anderson Rudnick Investment Management
410
Kayne Anderson Rudnick Investment Management
California
$55K +$67.6K +2,355 New
TFS
411
TrustCore Financial Services
Tennessee
$52K -$66K -2,300 -51%
Tower Research Capital (TRC)
412
Tower Research Capital (TRC)
New York
$50K +$61.5K +2,141 New
AF
413
Arrow Financial
New York
$49K – – –
MWC
414
MBM Wealth Consultants
Missouri
$49K – – –
CT
415
Caldwell Trust
Florida
$48K – – –
CHA
416
Carmichael Hill & Associates
Maryland
$48K +$258 +9 +0.4%
FCA
417
FinTrust Capital Advisors
South Carolina
$47K -$46.4K -1,615 -45%
Bogart Wealth LLC
418
Bogart Wealth LLC
Virginia
$40K – – –
CIM
419
Contravisory Investment Management
Massachusetts
$40K +$49.4K +1,720 New
SignatureFD
420
SignatureFD
Georgia
$38K -$13.8K -479 -23%
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$38K +$15.7K +546 +52%
Valeo Financial Advisors
422
Valeo Financial Advisors
Indiana
$36K +$2.01K +70 +5%
VCP
423
Verus Capital Partners
Arizona
$35K +$718 +25 +2%
KFS
424
Kelly Financial Services
Massachusetts
$29.3K – – –
NFG
425
Next Financial Group
Texas
$29K -$5.74K -200 -14%