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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
401
CFM Wealth Partners
Texas
$727K -$14.5K -276 -2%
RDWM
402
Red Door Wealth Management
Tennessee
$724K +$677K +12,924 New
MNBTD
403
Moody National Bank Trust Division
Texas
$713K
RSWM
404
Robertson Stephens Wealth Management
California
$713K -$838 -16 -0.1%
O
405
Ossiam
France
$709K -$56.3K -1,074 -8%
BMSSC
406
B. Metzler seel. Sohn & Co
Germany
$706K +$11.8K +225 +2%
VanEck Associates
407
VanEck Associates
New York
$705K +$20.2K +385 +3%
GC
408
Gilbert & Cook
Iowa
$701K -$74.6K -1,424 -10%
PMG
409
ProVise Management Group
Florida
$699K
Vontobel Holding
410
Vontobel Holding
Switzerland
$697K
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$696K +$23.8K +454 +4%
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$692K -$84.9K -1,621 -12%
EPA
413
Element Pointe Advisors
Florida
$691K
FPCG
414
Fort Pitt Capital Group
Pennsylvania
$688K
CAMG
415
CWA Asset Management Group
Florida
$684K +$1.05K +20 +0.2%
MGP
416
Metis Global Partners
California
$679K -$129K -2,466 -17%
Ensign Peak Advisors
417
Ensign Peak Advisors
Utah
$678K
MWM
418
Mission Wealth Management
California
$676K -$1.47K -28 -0.2%
CNBT
419
Canandaigua National Bank & Trust
New York
$674K -$12.7K -243 -2%
JJBC
420
James J. Burns & Company
New York
$673K
TCM
421
Triumph Capital Management
Colorado
$673K +$629K +12,015 New
KPWS
422
Kestra Private Wealth Services
Texas
$655K +$14.1K +269 +2%
FPA
423
First Pacific Advisors
California
$650K
BPA
424
Beacon Pointe Advisors
California
$644K -$19.1K -365 -3%
OTL
425
Oak Thistle LLC
New York
$642K +$275K +5,253 +84%