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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1001
Garden State Investment Advisory Services
New Jersey
$209K +$189K +1,600 New
WB
1002
Webster Bank
Connecticut
$208K -$17.5K -148 -9%
DWM
1003
Dynasty Wealth Management
Florida
$208K +$188K +1,589 New
RFN
1004
Redwood Financial Network
Ohio
$205K +$186K +1,573 New
MLL
1005
Moody Lynn & Lieberson
Massachusetts
$205K +$186K +1,571 New
SC
1006
Savant Capital
Illinois
$205K +$186K +1,570 New
BBA
1007
BLB&B Advisors
Pennsylvania
$204K +$185K +1,560 New
CAG
1008
Csenge Advisory Group
Florida
$204K +$178K +1,502 New
LWM
1009
Lodestone Wealth Management
Washington
$203K +$184K +1,554 New
AT
1010
American Trust
Kentucky
$202K +$183K +1,549 New
OA
1011
Oxbow Advisors
Texas
$201K +$182K +1,540 New
MHR
1012
Matthew Hamilton Rosenberg
$194K +$21.5K +182 +14%
QCG
1013
Quadrant Capital Group
Ohio
$190K +$53.1K +449 +45%
EMFAT
1014
Emerald Mutual Fund Advisers Trust
Pennsylvania
$189K – – –
C
1015
Covestor
United Kingdom
$179K -$12.2K -103 -7%
SAM
1016
Smartleaf Asset Management
Massachusetts
$177K +$103K +874 +188%
BBHC
1017
Brown Brothers Harriman & Co
New York
$171K – – –
CH
1018
Cromwell Holdings
Wyoming
$168K +$68.6K +580 +83%
HI
1019
Hoey Investments
Pennsylvania
$165K – – –
IWA
1020
Icon Wealth Advisors
Texas
$162K +$36.2K +306 +33%
PFBT
1021
Parkside Financial Bank & Trust
Missouri
$159K +$4.85K +41 +3%
TCOV
1022
Trust Company of Vermont
Vermont
$157K – – –
BIG
1023
Brooklyn Investment Group
New York
$152K +$138K +1,164 New
LI
1024
LRI Investments
Florida
$152K +$10.8K +91 +10%
SC
1025
Steph & Co
Wisconsin
$152K -$5.09K -43 -4%
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