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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
626
MBM Wealth Consultants
Missouri
$78K
MA
627
Montag & Associates
Georgia
$78K
AF
628
Arrow Financial
New York
$77K
TVWM
629
Tower View Wealth Management
Wisconsin
$74K
HI
630
Hoey Investments
Pennsylvania
$73K
PFA
631
Professional Financial Advisors
Nebraska
$70K -$766K -14,600 -91%
SIS
632
Sound Income Strategies
Florida
$60K +$7.87K +150 +13%
EC
633
Elequin Capital
New York
$58K +$7.19K +137 +12%
PCTC
634
Perkins Coie Trust Company
Washington
$55K -$23.1K -441 -27%
WTC
635
WhitTier Trust Company
Nevada
$51K
WTA
636
Washington Trust Advisors
Massachusetts
$49K +$2.05K +39 +4%
M1FG
637
Mach-1 Financial Group
Arkansas
$49K +$55.6K +1,060 New
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$24.4K -466 -31%
CG
639
Cutler Group
California
$47K -$1M -19,107 -95%
M
640
MOTCO
Texas
$46K
SWM
641
Selective Wealth Management
Virginia
$46K
TCOV
642
Trust Company of Vermont
Vermont
$46K +$52.5K +1,000 New
TFGT
643
TS Financial Group (TSFG)
Illinois
$45K -$10.5K -200 -17%
PTC
644
Private Trust Company
Ohio
$45K +$51.2K +975 New
Bank of Montreal
645
Bank of Montreal
Ontario, Canada
$44.8K -$2.35M -44,827 -5%
S
646
SignatureFD
Georgia
$44K +$20K +382 +67%
SIA
647
SkyView Investment Advisors
New Jersey
$43K +$49.3K +939 New
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$42K
TCWM
649
Total Clarity Wealth Management
Illinois
$42K +$47.2K +900 New
CH
650
Canton Hathaway
Rhode Island
$37K