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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AC
401
Allstate Corporation
Illinois
$1.09M -$1.98M -31,404 -63%
EPA
402
Element Pointe Advisors
Florida
$1.08M -$399K -6,346 -26%
AIC
403
Ayalon Insurance Company
Israel
$1.07M -$140K -2,230 -11%
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$1.07M +$296K +4,703 +35%
AAM
405
AR Asset Management
California
$1.05M
RC
406
Roundview Capital
New Jersey
$1.05M +$23.4K +371 +2%
PP
407
Paloma Partners
Connecticut
$1.02M -$1.68M -26,756 -60%
NCM
408
Next Capital Management
New York
$1.02M
GC
409
Guggenheim Capital
Illinois
$1.02M +$283K +4,500 +35%
GVAG
410
Great Valley Advisor Group
Delaware
$1.02M +$292K +4,645 +36%
SCP
411
Stamos Capital Partners
California
$1.02M +$1.1M +17,400 New
FSA
412
Franklin Street Advisors
North Carolina
$1.02M
CIBC World Market
413
CIBC World Market
Ontario, Canada
$1.01M -$3.19M -50,733 -75%
DC
414
Davenport & Co
Virginia
$1.01M +$48.3K +767 +5%
SAA
415
Southeast Asset Advisors
Georgia
$1M
WKWM
416
Walter & Keenan Wealth Management
Indiana
$1M
IAA
417
Independent Advisor Alliance
North Carolina
$989K -$429K -6,812 -29%
Cetera Investment Advisers
418
Cetera Investment Advisers
Illinois
$988K +$113K +1,795 +12%
NIPH
419
NN Investment Partners Holdings
Netherlands
$988K +$214K +3,400 +25%
AT
420
American Trust
Kentucky
$986K -$87.6K -1,392 -8%
BRWA
421
B. Riley Wealth Advisors
Florida
$974K +$25.7K +409 +3%
IWM
422
IHT Wealth Management
Illinois
$958K +$66.5K +1,056 +7%
DADC
423
D.A. Davidson & Co
Montana
$955K +$369K +5,861 +56%
PAM
424
Paradigm Asset Management
New York
$947K
LOAMS
425
Lombard Odier Asset Management (Switzerland)
Switzerland
$946K -$813K -12,919 -44%