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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
626
Cypress Point Wealth Management
Texas
$138K +$129K +2,325 New
CF
627
Centaurus Financial
California
$129K +$121K +2,173 New
CFA
628
Carroll Financial Associates
North Carolina
$126K +$1.17K +21 +1%
BMD
629
Better Money Decisions
New Mexico
$122K +$277 +5 +0.2%
EWM
630
Edge Wealth Management
New York
$113K – – –
GWSG
631
GPS Wealth Strategies Group
Colorado
$112K – – –
Fifth Third Bancorp
632
Fifth Third Bancorp
Ohio
$104K -$42.5K -766 -30%
PCTC
633
Perkins Coie Trust Company
Washington
$104K – – –
BWL
634
Bogart Wealth LLC
Virginia
$101K – – –
AF
635
Arrow Financial
New York
$99K – – –
MA
636
Montag & Associates
Georgia
$99K +$55 +1 +0.1%
HI
637
Hoey Investments
Pennsylvania
$93K +$5.55K +100 +7%
CT
638
Caldwell Trust
Florida
$91K – – –
HIA
639
Harbor Investment Advisory
Maryland
$90K – – –
HFM
640
Harvest Fund Management
China
$84K – – –
PCG
641
Private Capital Group
Connecticut
$77K +$11.5K +208 +19%
KFS
642
Kelly Financial Services
Massachusetts
$74K – – –
MA
643
Modus Advisors
Minnesota
$68K +$63.8K +1,150 New
SIM
644
Sonora Investment Management
Arizona
$67K – – –
WTC
645
WhitTier Trust Company
Nevada
$65K – – –
DAM
646
Delta Asset Management
Tennessee
$62K +$16.5K +297 +40%
TCOV
647
Trust Company of Vermont
Vermont
$59K – – –
SWM
648
Selective Wealth Management
Virginia
$59K +$55.5K +1,000 New
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$54K -$2.22K -40 -4%
AA
650
Ancora Advisors
Ohio
$47K – – –