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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
401
Robertson Stephens Wealth Management
California
$600K -$18.5K -379 -3%
AIM
402
Aigen Investment Management
New York
$598K +$628K +12,880 New
MNBTD
403
Moody National Bank Trust Division
Texas
$592K +$1.22K +25 +0.2%
BAM
404
Belpointe Asset Management
Nevada
$581K -$213K -4,370 -26%
PMG
405
ProVise Management Group
Florida
$579K – – –
CB
406
Commerce Bank
Missouri
$579K -$21.2K -435 -3%
EPA
407
Element Pointe Advisors
Florida
$573K -$120K -2,471 -17%
FPCG
408
Fort Pitt Capital Group
Pennsylvania
$571K – – –
BCM
409
Bayesian Capital Management
New York
$571K +$599K +12,300 New
Baird Financial Group
410
Baird Financial Group
Wisconsin
$565K +$56.8K +1,165 +11%
BRWA
411
B. Riley Wealth Advisors
Florida
$563K +$13.4K +275 +2%
MWM
412
Mission Wealth Management
California
$558K -$292 -6 -0%
ZF
413
Zhang Financial
Michigan
$558K +$7.26K +149 +1%
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$558K +$54.3K +1,115 +10%
CNC
415
Canandaigua National Corp
New York
$557K -$56.3K -1,155 -9%
SCA
416
Snowden Capital Advisors
New York
$554K -$92.9K -1,907 -14%
SW
417
SVB Wealth
Massachusetts
$554K +$582K +11,931 New
I
418
InceptionR
California
$553K +$581K +11,921 New
Vontobel Holding
419
Vontobel Holding
Switzerland
$553K +$27.1K +556 +5%
MIM
420
MetLife Investment Management
New Jersey
$549K +$2.78K +57 +0.5%
William Blair & Company
421
William Blair & Company
Illinois
$540K -$34K -698 -6%
FPA
422
First Pacific Advisors
California
$538K – – –
AWM
423
AE Wealth Management
Kansas
$531K +$40K +820 +8%
RGI
424
River Global Investors
United Kingdom
$531K +$558K +11,441 New
KPWS
425
Kestra Private Wealth Services
Texas
$530K -$97.7K -2,005 -15%