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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
176
Allen Investment Management
New York
$893K +$852K +42,420 New
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$847K +$807K +40,200 New
MVP
178
Miller Value Partners
Florida
$842K – – –
NFC
179
Northeast Financial Consultants
Connecticut
$838K -$240K -11,930 -23%
LWM
180
Lyell Wealth Management
California
$821K -$119K -5,900 -13%
Verition Fund Management
181
Verition Fund Management
Connecticut
$815K +$777K +38,700 New
AHC
182
Adell Harriman & Carpenter
Texas
$811K -$26.1K -1,300 -3%
WKWM
183
Walter & Keenan Wealth Management
Indiana
$790K – – –
SCA
184
SMH Capital Advisors
Texas
$790K +$753K +37,509 New
CCA
185
Catalyst Capital Advisors
New York
$779K -$281K -14,000 -27%
ACM
186
Adalta Capital Management
New York
$778K – – –
IC
187
InterOcean Capital
Illinois
$769K – – –
SGM
188
Skye Global Management
Florida
$759K +$723K +36,000 New
SWP
189
Stratos Wealth Partners
Ohio
$754K -$30K -1,495 -4%
ANRIA
190
American National Registered Investment Advisor
Texas
$731K – – –
FPA
191
First Pacific Advisors
California
$701K -$585K -29,100 -47%
BRWA
192
B. Riley Wealth Advisors
Florida
$692K +$126K +6,259 +24%
PAG
193
Private Advisor Group
New Jersey
$691K -$777K -38,680 -55%
MC
194
Moors & Cabot
Massachusetts
$669K +$15K +745 +2%
ClearBridge Investments
195
ClearBridge Investments
New York
$661K +$7.69K +383 +1%
MNBTD
196
Moody National Bank Trust Division
Texas
$657K – – –
MIM
197
MPI Investment Management
Illinois
$647K +$617K +30,710 New
HFS
198
HL Financial Services
Kentucky
$643K -$52.2K -2,601 -8%
SGCA
199
Steel Grove Capital Advisors
Tennessee
$637K -$60.3K -3,000 -9%
HCM
200
Highlander Capital Management
New Jersey
$634K -$25.6K -1,275 -4%