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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
401
Paradigm Asset Management
New York
$750K
BRWA
402
B. Riley Wealth Advisors
Florida
$737K -$38.9K -742 -4%
WF
403
Welch & Forbes
Massachusetts
$736K
KIA
404
Kraematon Investment Advisors
Massachusetts
$732K -$4.3K -82 -0.5%
TC
405
TownSquare Capital
Utah
$731K +$257K +4,906 +45%
DADC
406
D.A. Davidson & Co
Montana
$729K -$30.6K -583 -4%
LSA
407
Lansing Street Advisors
Pennsylvania
$708K +$477K +9,101 +147%
SG Americas Securities
408
SG Americas Securities
New York
$706K +$517K +9,862 +183%
EPA
409
Element Pointe Advisors
Florida
$689K -$184K -3,502 -19%
BF
410
BOK Financial
Oklahoma
$689K -$63K -1,201 -7%
BAM
411
Belpointe Asset Management
Nevada
$682K +$93.9K +1,790 +14%
BMSSC
412
B. Metzler seel. Sohn & Co
Germany
$677K
UIA
413
UBP Investment Advisors
Switzerland
$670K +$546K +10,401 +260%
CWM
414
Chemistry Wealth Management
New York
$653K +$93.4K +1,781 +14%
NLP
415
Next Level Private
New York
$653K +$740K +14,112 New
RSWM
416
Robertson Stephens Wealth Management
California
$647K +$5.09K +97 +0.7%
FNBSF
417
First National Bank Sioux Falls
South Dakota
$643K -$56.1K -1,070 -7%
AT
418
American Trust
Kentucky
$641K -$158K -3,016 -18%
CNC
419
Canandaigua National Corp
New York
$640K -$47K -895 -6%
GIM
420
Guardian Investment Management
California
$636K
DLA
421
Douglas Lane & Associates
New York
$634K
MNBTD
422
Moody National Bank Trust Division
Texas
$628K -$824K -15,700 -54%
CB
423
Commerce Bank
Missouri
$628K +$3.15K +60 +0.4%
JWCA
424
J.W. Cole Advisors
Florida
$623K -$115K -2,194 -14%
TI
425
Tidal Investments
Wisconsin
$623K +$503K +9,586 +248%