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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
ANRIA
401
American National Registered Investment Advisor
Texas
$551K – – –
Allstate Corporation
402
Allstate Corporation
Illinois
$548K +$40.3K +901 +9%
PMG
403
ProVise Management Group
Florida
$542K – – –
MLICM
404
Metropolitan Life Insurance Company (MetLife)
New York
$538K +$19K +425 +4%
APA
405
American Portfolios Advisors
New York
$534K -$5.86K -131 -1%
Great Valley Advisor Group
406
Great Valley Advisor Group
Delaware
$533K +$489K +10,919 New
Belpointe Asset Management
407
Belpointe Asset Management
Nevada
$532K +$5.28K +118 +1%
DI
408
Diligent Investors
California
$524K -$850 -19 -0.2%
B
409
BP
United Kingdom
$522K +$478K +10,680 New
FG
410
Fiduciary Group
Georgia
$521K – – –
CHAM
411
Clear Harbor Asset Management
Connecticut
$517K -$277K -6,200 -37%
Level Four Advisory Services
412
Level Four Advisory Services
Texas
$512K -$13.4K -300 -3%
SRC
413
Sage Rhino Capital
California
$511K – – –
BFA
414
Beaumont Financial Advisors
Massachusetts
$508K – – –
Dakota Wealth Management
415
Dakota Wealth Management
Florida
$502K – – –
Winton Group
416
Winton Group
United Kingdom
$501K -$14.2K -317 -3%
SDWIA
417
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$497K -$44.7K -1,000 -9%
Kestra Private Wealth Services
418
Kestra Private Wealth Services
Texas
$497K +$850 +19 +0.2%
GC
419
Gilbert & Cook
Iowa
$497K +$20.1K +450 +5%
Ensign Peak Advisors
420
Ensign Peak Advisors
Utah
$497K +$456K +10,180 New
Western Wealth Management
421
Western Wealth Management
Colorado
$493K +$7.29K +163 +2%
YMRC
422
Yorktown Management & Research Company
Virginia
$474K – – –
D.A. Davidson & Co
423
D.A. Davidson & Co
Montana
$472K +$87.3K +1,951 +25%
Obermeyer Wealth Partners
424
Obermeyer Wealth Partners
Colorado
$471K +$432K +9,649 New
Gotham Asset Management
425
Gotham Asset Management
New York
$469K +$146K +3,254 +51%