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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
801
Fountainhead AM
New Jersey
$634K -$49.6K -338 -7%
FL
802
FreeGulliver LLC
Louisiana
$625K -$11.2K -76 -2%
CCM
803
Coldstream Capital Management
Washington
$622K +$138K +941 +29%
BCWM
804
Bartlett & Co Wealth Management
Ohio
$621K -$117K -800 -16%
FWM
805
FFT Wealth Management
Pennsylvania
$620K +$242K +1,650 +65%
WPW
806
Watershed Private Wealth
Illinois
$618K – – –
RFN
807
RDA Financial Network
Iowa
$617K -$33.9K -231 -5%
KA
808
Kovack Advisors
Florida
$612K +$23.8K +162 +4%
EI
809
Ethic Inc
New York
$612K -$9.39K -64 -2%
CRI
810
Colonial River Investments
Virginia
$609K +$604K +4,117 New
WPC
811
Wedmont Private Capital
Pennsylvania
$609K -$967K -6,589 -60%
DIA
812
Dana Investment Advisors
Wisconsin
$604K -$60.4K -412 -9%
HCM
813
Howard Capital Management
Georgia
$603K +$30.4K +207 +5%
TCM
814
Teza Capital Management
Illinois
$603K +$598K +4,074 New
AAS
815
Ameritas Advisory Services
Nebraska
$600K +$318K +2,168 +115%
SIC
816
Samalin Investment Counsel
New York
$596K -$44.5K -303 -7%
FSA
817
Fort Sheridan Advisors
Illinois
$596K +$82.3K +561 +16%
KCPG
818
Kavar Capital Partners Group
Kansas
$595K – – –
GSWM
819
Golden State Wealth Management
California
$594K +$589K +4,015 New
XF
820
XML Financial
Maryland
$593K +$33.5K +228 +6%
USGIU
821
U.S. Global Investors (USGI)
Texas
$584K -$734K -5,000 -56%
VVP
822
Venture Visionary Partners
Ohio
$584K -$20.1K -137 -3%
OA
823
Operose Advisors
Wisconsin
$581K – – –
CWM
824
Calamos Wealth Management
Illinois
$580K +$11.4K +78 +2%
PPW
825
Parcion Private Wealth
Washington
$579K -$8.36K -57 -1%
31 32
33
34 35