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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Concert Wealth Management
California
$699K -$132K -7,211 -16%
WKWM
177
Walter & Keenan Wealth Management
Indiana
$698K – – –
ACM
178
Adalta Capital Management
New York
$687K – – –
IC
179
InterOcean Capital
Illinois
$679K -$103K -5,600 -13%
IH
180
IFC Holdings
Florida
$675K -$60.5K -3,304 -8%
GIM
181
Grassi Investment Management
California
$646K -$470K -25,672 -42%
MNBTD
182
Moody National Bank Trust Division
Texas
$640K – – –
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$638K +$627K +34,280 New
PCP
184
Proficio Capital Partners
Massachusetts
$627K – – –
CIBC World Market
185
CIBC World Market
Ontario, Canada
$609K -$332K -18,128 -36%
Neuberger Berman Group
186
Neuberger Berman Group
New York
$591K -$26.8K -1,463 -4%
HCM
187
Highlander Capital Management
New Jersey
$586K -$53.9K -2,943 -9%
MC
188
Moors & Cabot
Massachusetts
$585K +$78.4K +4,282 +16%
CA
189
Commerzbank Aktiengesellschaft
Germany
$558K – – –
BIM
190
Beach Investment Management
Pennsylvania
$543K – – –
HFS
191
HL Financial Services
Kentucky
$528K – – –
BRWA
192
B. Riley Wealth Advisors
Florida
$528K +$39.3K +2,149 +8%
HBWM
193
Hollow Brook Wealth Management
New York
$527K -$1.56K -85 -0.3%
EFS
194
Essex Financial Services
Connecticut
$525K -$30.8K -1,681 -6%
V
195
Veritable
Delaware
$500K +$57K +3,116 +13%
VFA
196
Voya Financial Advisors
Connecticut
$492K -$93.6K -5,112 -16%
CI
197
Conning Inc
Connecticut
$475K -$467K -25,524 -50%
CG
198
Clinton Group
New York
$468K +$461K +25,169 New
DC
199
Davenport & Co
Virginia
$452K -$64K -3,495 -13%
LDB
200
Lee, Danner & Bass
Tennessee
$449K – – –