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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
476
Systematic Alpha Investments
New Jersey
$620K
FA
477
Fountainhead AM
New Jersey
$616K -$90.3K -1,434 -12%
BFA
478
Beaumont Financial Advisors
Massachusetts
$609K
PAM
479
Panagora Asset Management
Massachusetts
$604K -$28.9K -459 -4%
AAS
480
Ameritas Advisory Services
Nebraska
$601K +$209K +3,320 +48%
ZF
481
Zhang Financial
Michigan
$599K +$308K +4,893 +91%
Arrowstreet Capital
482
Arrowstreet Capital
Massachusetts
$598K +$644K +10,236 New
PMG
483
ProVise Management Group
Florida
$596K -$28.3K -450 -4%
CHAM
484
Clear Harbor Asset Management
Connecticut
$592K
SDWIA
485
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$592K +$63 +1 +0%
ASN
486
Advisory Services Network
Georgia
$587K +$143K +2,278 +29%
IIM
487
Intact Investment Management
Quebec, Canada
$585K +$75.5K +1,200 +14%
G
488
GenTrust
Florida
$585K +$629K +10,000 New
PFC
489
Phocas Financial Corp
California
$581K +$91.3K +1,450 +17%
KF
490
Krilogy Financial
Missouri
$575K -$107K -1,697 -15%
IFWM
491
Institute for Wealth Management
Colorado
$569K +$21.5K +342 +4%
YMRC
492
Yorktown Management & Research Company
Virginia
$567K
PSUF
493
People's United Financial
Connecticut
$549K -$85.7K -1,361 -13%
MCM
494
MAI Capital Management
Ohio
$549K -$1.26K -20 -0.2%
SSW
495
Smith Shellnut Wilson
Mississippi
$545K
DT
496
Diversified Trust
Tennessee
$541K +$18.9K +300 +3%
Vanguard Personalized Indexing Management
497
Vanguard Personalized Indexing Management
California
$533K -$467K -7,425 -45%
CP
498
CenterBook Partners
Connecticut
$530K +$304K +4,829 +114%
RG
499
Rathbones Group
United Kingdom
$526K -$206K -3,275 -27%
EGA
500
E&G Advisors
Texas
$526K