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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
601
Arkadios Wealth Advisors
Georgia
$286K +$62.3K +989 +25%
AMC
602
Asset Management Corp
Illinois
$282K +$378 +6 +0.1%
LWM
603
Laidlaw Wealth Management
New York
$282K +$17.3K +275 +6%
PG
604
Patten Group
Tennessee
$281K +$629 +10 +0.2%
9WM
605
9258 Wealth Management
Ohio
$281K +$3.52K +56 +1%
TW
606
TrinityPoint Wealth
Connecticut
$280K – – –
V
607
Veritable
Delaware
$279K -$3.65K -58 -1%
FCCM
608
First City Capital Management
Georgia
$278K – – –
RFN
609
RDA Financial Network
Iowa
$276K -$82.9K -1,317 -22%
OMC
610
Overbrook Management Corp
New York
$275K -$48K -762 -14%
AFS
611
Aft Forsyth & Sober
Florida
$275K – – –
ACP
612
Aviance Capital Partners
Florida
$275K – – –
BAS
613
Brown Advisory Securities
Maryland
$273K +$1.89K +30 +0.6%
LSA
614
Leonteq Securities AG
Switzerland
$269K +$60.2K +957 +26%
AAP
615
Arax Advisory Partners
Colorado
$268K -$20.6K -327 -7%
WP
616
WealthPLAN Partners
Nebraska
$268K +$7.24K +115 +2%
WIM
617
WealthPlan Investment Management
Nebraska
$268K +$331K +5,252 New
RCM
618
RNC Capital Management
California
$263K +$283K +4,500 New
ACI
619
Alpha Cubed Investments
California
$254K +$274K +4,350 New
ECM
620
Evergreen Capital Management
Washington
$253K -$3.97K -63 -1%
MFA
621
Mayflower Financial Advisors
Massachusetts
$253K +$22.5K +357 +9%
PTC
622
Philadelphia Trust Company
Pennsylvania
$253K +$272K +4,320 New
FMN
623
Financial Management Network
California
$251K +$62.9K +1,000 +31%
LFAS
624
Level Four Advisory Services
Texas
$250K +$32.5K +516 +14%
FFM
625
Forum Financial Management
Illinois
$249K – – –
23 24
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26 27