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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
VI
401
Vestcor Inc
New Brunswick, Canada
$615K
RSWM
402
Robertson Stephens Wealth Management
California
$600K -$18.5K -379 -3%
AIM
403
Aigen Investment Management
New York
$598K +$628K +12,880 New
MNBTD
404
Moody National Bank Trust Division
Texas
$592K +$1.22K +25 +0.2%
BAM
405
Belpointe Asset Management
Nevada
$581K -$213K -4,370 -26%
PMG
406
ProVise Management Group
Florida
$579K
CB
407
Commerce Bank
Missouri
$579K -$21.2K -435 -3%
EPA
408
Element Pointe Advisors
Florida
$573K -$120K -2,471 -17%
FPCG
409
Fort Pitt Capital Group
Pennsylvania
$571K
BCM
410
Bayesian Capital Management
New York
$571K +$599K +12,300 New
Baird Financial Group
411
Baird Financial Group
Wisconsin
$565K +$56.8K +1,165 +11%
BRWA
412
B. Riley Wealth Advisors
Florida
$563K +$13.4K +275 +2%
MWM
413
Mission Wealth Management
California
$558K -$292 -6 -0%
ZF
414
Zhang Financial
Michigan
$558K +$7.26K +149 +1%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$558K +$54.3K +1,115 +10%
CNC
416
Canandaigua National Corp
New York
$557K -$56.3K -1,155 -9%
SCA
417
Snowden Capital Advisors
New York
$554K -$92.9K -1,907 -14%
SW
418
SVB Wealth
Massachusetts
$554K +$582K +11,931 New
I
419
InceptionR
California
$553K +$581K +11,921 New
Vontobel Holding
420
Vontobel Holding
Switzerland
$553K +$27.1K +556 +5%
MIM
421
MetLife Investment Management
New Jersey
$549K +$2.78K +57 +0.5%
William Blair & Company
422
William Blair & Company
Illinois
$540K -$34K -698 -6%
FPA
423
First Pacific Advisors
California
$538K
AWM
424
AE Wealth Management
Kansas
$531K +$40K +820 +8%
RGI
425
River Global Investors
United Kingdom
$531K +$558K +11,441 New