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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFO
451
Virtus Family Office
Texas
$463K -$53.4K -1,095 -10%
KF
452
Krilogy Financial
Missouri
$456K – – –
PFC
453
Phocas Financial Corp
California
$456K -$7.31K -150 -2%
MC
454
Moors & Cabot
Massachusetts
$454K -$16K -328 -3%
WF
455
Welch & Forbes
Massachusetts
$453K – – –
YMRC
456
Yorktown Management & Research Company
Virginia
$450K – – –
RIM
457
RW Investment Management
Idaho
$450K +$473K +9,700 New
EH
458
Equitable Holdings
New York
$449K -$2.14M -43,882 -82%
FG
459
Fiduciary Group
Georgia
$444K – – –
AIM
460
Achmea Investment Management
Netherlands
$436K -$445K -9,132 -48%
GWM
461
Geneos Wealth Management
Colorado
$435K – – –
DT
462
Diversified Trust
Tennessee
$434K +$8.14K +167 +2%
ESCM
463
Echo Street Capital Management
New York
$428K +$449K +9,212 New
AWM
464
Aries Wealth Management
Maine
$428K -$48.7K -1,000 -10%
GAM
465
Guinness Asset Management
United Kingdom
$422K – – –
EGA
466
E&G Advisors
Texas
$418K – – –
RG
467
Rathbones Group
United Kingdom
$418K – – –
PI
468
PEAK6 Investments
Illinois
$416K +$437K +8,971 New
PA
469
Parallel Advisors
California
$415K +$17.7K +363 +4%
SF
470
Synovus Financial
Georgia
$415K +$435K +8,933 New
MA
471
Mutual Advisors
Nebraska
$414K -$2.39K -49 -0.5%
GWMIA
472
Global Wealth Management Investment Advisory
Florida
$414K +$37.5K +770 +9%
PWP
473
Principle Wealth Partners
Connecticut
$411K – – –
SWM
474
Segment Wealth Management
Texas
$411K – – –
SS
475
Simplicity Solutions
Minnesota
$410K -$54K -1,108 -11%
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19
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