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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
426
CFM Wealth Partners
Texas
$687K +$644K +11,601 New
MLICM
427
Metropolitan Life Insurance Company (MetLife)
New York
$674K +$20.8K +374 +3%
O
428
Ossiam
France
$674K +$587K +10,574 New
RJT
429
Raymond James Trust
Florida
$670K -$68K -1,225 -10%
ANRIA
430
American National Registered Investment Advisor
Texas
$668K – – –
AC
431
Allstate Corporation
Illinois
$664K – – –
JEST
432
JTC Employer Solutions Trustee
Jersey
$659K +$617K +11,119 New
APA
433
American Portfolios Advisors
New York
$658K +$9.93K +179 +2%
PMG
434
ProVise Management Group
Florida
$658K – – –
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657K +$125K +2,256 +26%
IIM
436
Intact Investment Management
Quebec, Canada
$652K -$139K -2,500 -19%
BAM
437
Belpointe Asset Management
Nevada
$651K +$6.55K +118 +1%
GVAG
438
Great Valley Advisor Group
Delaware
$641K -$5.11K -92 -0.8%
AWM
439
Aries Wealth Management
Maine
$637K -$22.2K -400 -4%
DI
440
Diligent Investors
California
$635K +$55 +1 +0%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$634K -$556K -10,024 -48%
B
442
BP
United Kingdom
$633K – – –
HI
443
Horizon Investments
North Carolina
$625K +$585K +10,543 New
GC
444
Gilbert & Cook
Iowa
$624K +$19.8K +356 +4%
LFAS
445
Level Four Advisory Services
Texas
$621K – – –
SRC
446
Sage Rhino Capital
California
$621K +$1.5K +27 +0.3%
WG
447
Winton Group
United Kingdom
$620K +$11.7K +210 +2%
BFA
448
Beaumont Financial Advisors
Massachusetts
$617K +$1.11K +20 +0.2%
JF
449
Jump Financial
Illinois
$612K +$573K +10,325 New
DT
450
Diversified Trust
Tennessee
$611K -$103K -1,856 -15%
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18
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