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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CSS
476
Cubist Systematic Strategies
Connecticut
– -$136K -5,792 Closed
WAM
477
Wealthspire Advisors (Maryland)
Maryland
– -$100K -4,250 Closed
SFSIG
478
San Francisco Sentry Investment Group
California
– -$96K -4,100 Closed
SQA
479
Simon Quick Advisors
New Jersey
– -$84K -3,589 Closed
WCM
480
WealthBridge Capital Management
Ohio
– -$72K -3,000 Closed
SWM
481
SeaCrest Wealth Management
New York
– -$64K -2,732 Closed
WTB
482
Washington Trust Bank
Washington
– -$57K -2,440 Closed
BL
483
Balentine LLC
Georgia
– -$47K -2,000 Closed
HNB
484
Huntington National Bank
Ohio
– -$30.5K -1,274 -100%
KPW
485
Kore Private Wealth
New York
– -$25K -1,052 Closed
CAM
486
Cresset Asset Management
Illinois
– -$24K -1,011 Closed
LFG
487
Larson Financial Group
Missouri
– -$21K -900 Closed
CFG
488
Citizens Financial Group
Rhode Island
– -$12K -500 Closed
LPC
489
Loeb Partners Corp
New York
– -$12K -500 Closed
DWM
490
Destination Wealth Management
California
– -$11K -452 Closed
MFW
491
Mosaic Family Wealth
Missouri
– -$7K -312 Closed
AA
492
Advisory Alpha
Michigan
– -$3.59K -150 Closed
SF
493
Synovus Financial
Georgia
– -$3K -127 Closed
PFO
494
Pathstone Family Office
New Jersey
– -$3K -110 Closed
OSAM
495
O'Shaughnessy Asset Management
Connecticut
– +$48 +2 New