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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$697K +$683K +25,575 New
VFA
202
Voya Financial Advisors
Connecticut
$696K -$46.1K -1,727 -6%
Lido Advisors
203
Lido Advisors
California
$686K +$673K +25,189 New
BRWA
204
B. Riley Wealth Advisors
Florida
$683K +$32.9K +1,231 +5%
HFS
205
HL Financial Services
Kentucky
$671K +$5.08K +190 +0.8%
KeyBank National Association
206
KeyBank National Association
Ohio
$664K +$42.9K +1,607 +7%
HCM
207
Hodges Capital Management
Texas
$659K -$43.5K -1,629 -6%
EFS
208
Essex Financial Services
Connecticut
$636K +$374 +14 +0.1%
SB
209
Suntrust Banks
Georgia
$631K +$165K +6,191 +36%
SM
210
Salzhauer Michael
$627K
CCA
211
Catalyst Capital Advisors
New York
$622K -$163K -6,099 -21%
LDB
212
Lee, Danner & Bass
Tennessee
$616K -$37.4K -1,400 -6%
EGA
213
E&G Advisors
Texas
$559K +$26.7K +1,000 +5%
SG Americas Securities
214
SG Americas Securities
New York
$555K -$769K -28,787 -59%
MA
215
Mutual Advisors
Nebraska
$532K
SPIA
216
Steward Partners Investment Advisory
New York
$529K -$88.3K -3,304 -15%
HBWM
217
Hollow Brook Wealth Management
New York
$529K -$2.94K -110 -0.6%
BCA
218
Bray Capital Advisors
Florida
$518K +$78.7K +2,945 +18%
US Bancorp
219
US Bancorp
Minnesota
$494K +$1.2K +45 +0.2%
AAM
220
AR Asset Management
California
$491K
BBHC
221
Brown Brothers Harriman & Co
New York
$487K
IAA
222
Independent Advisor Alliance
North Carolina
$484K -$154K -5,772 -25%
DI
223
Diligent Investors
California
$480K +$27 +1 +0%
FSA
224
Franklin Street Advisors
North Carolina
$474K
SWM
225
Segment Wealth Management
Texas
$470K +$461K +17,250 New