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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
451
Kelly Financial Services
Massachusetts
$36.5K – – –
HI
452
Hoey Investments
Pennsylvania
$36K +$34.7K +1,219 New
BDWM
453
Brewin Dolphin Wealth Management
Ireland
$35K – – –
OIA
454
Optimum Investment Advisors
Illinois
$35K – – –
SQA
455
Simon Quick Advisors
New Jersey
$32K -$9K -316 -22%
WTC
456
WhitTier Trust Company
Nevada
$32K – – –
PCG
457
Private Capital Group
Connecticut
$31K – – –
RIA
458
Realta Investment Advisors
Delaware
$31K – – –
KPW
459
Kore Private Wealth
New York
$31K +$30K +1,052 New
GWMIA
460
Global Wealth Management Investment Advisory
Florida
$31K +$30.1K +1,058 New
TCOV
461
Trust Company of Vermont
Vermont
$29K -$28.5K -1,000 -50%
AA
462
AlphaMark Advisors
Kentucky
$29K – – –
CIA
463
CSat Investment Advisory
Michigan
$28K +$3.79K +133 +16%
RWB
464
RMR Wealth Builders
New Jersey
$27K +$26.7K +938 New
PVH
465
Psagot Value Holdings
Israel
$26K – – –
BAM
466
Bellevue Asset Management
Washington
$25K +$23.9K +840 New
MWP
467
Meridian Wealth Partners
Pennsylvania
$25K +$24.8K +869 New
FWM
468
Focused Wealth Management
New York
$24K -$7.52K -264 -24%
BFEC
469
Benjamin F. Edwards & Company
Missouri
$23K – – –
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$23K +$22.1K +777 New
AA
471
Ancora Advisors
Ohio
$23K +$22.8K +800 New
FHA
472
Flagship Harbor Advisors
Massachusetts
$22K +$114 +4 +0.5%
TFGT
473
TS Financial Group (TSFG)
Illinois
$21K +$85 +3 +0.4%
AWA
474
Arkadios Wealth Advisors
Georgia
$19.5K +$16.6K +582 New
FGAM
475
Financial Gravity Asset Management
Texas
$19K – – –
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