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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
526
Masso Torrence Wealth Management
New Jersey
$581K +$575K +7,794 New
ASN
527
Advisory Services Network
Georgia
$578K +$41.8K +567 +8%
S
528
Seeyond
France
$577K – – –
RSWM
529
Robertson Stephens Wealth Management
California
$568K +$563K +7,636 New
SCA
530
Snowden Capital Advisors
New York
$562K +$19.7K +267 +4%
MGWM
531
Marks Group Wealth Management
Minnesota
$557K -$56.7K -768 -9%
CA
532
CoreCap Advisors
Michigan
$555K +$550K +7,455 New
MSAM
533
Moloney Securities Asset Management
Missouri
$547K +$148 +2 +0%
Parallax Volatility Advisers
534
Parallax Volatility Advisers
California
$545K +$167K +2,268 +45%
WG
535
Winton Group
United Kingdom
$539K +$13.9K +189 +3%
DI
536
Diligent Investors
California
$538K -$258K -3,503 -33%
KWM
537
Kingsview Wealth Management
Oregon
$533K +$31.1K +421 +6%
OWP
538
Obermeyer Wealth Partners
Colorado
$528K – – –
RIM
539
Redpoint Investment Management
Australia
$526K +$278K +3,765 +114%
FFN
540
Focus Financial Network
Minnesota
$525K +$1.77K +24 +0.3%
VWA
541
Visionary Wealth Advisors
Illinois
$523K -$7.38K -100 -1%
RIM
542
Regent Investment Management
Kentucky
$522K – – –
AAS
543
Ameritas Advisory Services
Nebraska
$518K +$513K +6,955 New
YIH
544
Y-Intercept (HK)
Hong Kong
$518K +$513K +6,958 New
CCM
545
Coldstream Capital Management
Washington
$512K -$83K -1,125 -14%
CFN
546
Cordasco Financial Network
Florida
$511K +$812 +11 +0.2%
CNC
547
Canandaigua National Corp
New York
$499K +$494K +6,693 New
Acadian Asset Management
548
Acadian Asset Management
Massachusetts
$498K -$12M -162,232 -96%
BJL
549
Brighton Jones LLC
Washington
$496K +$7.89K +107 +2%
SIC
550
Samalin Investment Counsel
New York
$489K -$13.9K -189 -3%