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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
451
Moors & Cabot
Massachusetts
$435K -$52.4K -1,036 -9%
CHAM
452
Clear Harbor Asset Management
Connecticut
$435K – – –
IIM
453
Intact Investment Management
Quebec, Canada
$430K – – –
PFC
454
Phocas Financial Corp
California
$429K +$29.1K +575 +6%
IFWM
455
Institute for Wealth Management
Colorado
$427K – – –
SS
456
Simplicity Solutions
Minnesota
$427K +$26.4K +522 +6%
KF
457
Krilogy Financial
Missouri
$423K – – –
WF
458
Welch & Forbes
Massachusetts
$420K -$310K -6,131 -39%
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$420K -$245K -4,856 -33%
BAMF
460
BI Asset Management Fondsmaeglerselskab
Denmark
$418K -$56.2K -1,112 -10%
YMRC
461
Yorktown Management & Research Company
Virginia
$417K -$160K -3,160 -25%
TMAM
462
Tokio Marine Asset Management
Japan
$417K +$44K +871 +10%
AWA
463
Arete Wealth Advisors
Illinois
$417K +$219K +4,337 +81%
MCM
464
MAI Capital Management
Ohio
$413K +$4.14K +82 +0.9%
GWM
465
Geneos Wealth Management
Colorado
$402K -$55.7K -1,102 -11%
FMN
466
Financial Management Network
California
$401K +$138K +2,736 +48%
FHB
467
First Hawaiian Bank
Hawaii
$400K -$702K -13,895 -60%
DT
468
Diversified Trust
Tennessee
$395K -$4.09K -81 -0.9%
GAM
469
Guinness Asset Management
United Kingdom
$391K -$39.7K -786 -8%
EGA
470
E&G Advisors
Texas
$387K – – –
RG
471
Rathbones Group
United Kingdom
$387K – – –
MA
472
Mutual Advisors
Nebraska
$386K -$101 -2 -0%
PWP
473
Principle Wealth Partners
Connecticut
$381K – – –
SWM
474
Segment Wealth Management
Texas
$381K – – –
SAM
475
Sawgrass Asset Management
Florida
$376K -$4.85K -96 -1%
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19
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