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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Level Four Advisory Services
401
Level Four Advisory Services
Texas
$437K – – –
Belpointe Asset Management
402
Belpointe Asset Management
Nevada
$435K -$32.3K -855 -7%
DI
403
Diligent Investors
California
$435K -$3.78K -100 -0.9%
MLICM
404
Metropolitan Life Insurance Company (MetLife)
New York
$429K -$4.42K -117 -1%
Winton Group
405
Winton Group
United Kingdom
$428K -$852K -22,550 -68%
SRC
406
Sage Rhino Capital
California
$423K – – –
CWP
407
Curated Wealth Partners
California
$422K +$393K +10,414 New
BFA
408
Beaumont Financial Advisors
Massachusetts
$421K – – –
Allstate Corporation
409
Allstate Corporation
Illinois
$417K – – –
First Trust Advisors
410
First Trust Advisors
Illinois
$416K -$5.31M -140,630 -93%
Dakota Wealth Management
411
Dakota Wealth Management
Florida
$416K – – –
VWA
412
Visionary Wealth Advisors
Illinois
$412K +$11.7K +309 +3%
WAM
413
World Asset Management
Michigan
$408K +$18.4K +488 +5%
American Century Companies
414
American Century Companies
Missouri
$408K +$41.9K +1,110 +12%
Kestra Private Wealth Services
415
Kestra Private Wealth Services
Texas
$403K +$793 +21 +0.2%
Western Wealth Management
416
Western Wealth Management
Colorado
$402K – – –
YMRC
417
Yorktown Management & Research Company
Virginia
$393K – – –
GC
418
Gilbert & Cook
Iowa
$392K -$6.05K -160 -2%
COF
419
Capital One Financial
Virginia
$388K – – –
EGA
420
E&G Advisors
Texas
$385K – – –
SWM
421
Segment Wealth Management
Texas
$383K – – –
CCM
422
Corsair Capital Management
New York
$382K +$357K +9,444 New
MAI Capital Management
423
MAI Capital Management
Ohio
$380K +$355K +9,387 New
SSW
424
Smith Shellnut Wilson
Mississippi
$378K – – –
MGWM
425
Marks Group Wealth Management
Minnesota
$376K -$14.7K -389 -4%