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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
426
Great Valley Advisor Group
Delaware
$616K -$215K -4,094 -24%
CAMG
427
CWA Asset Management Group
Florida
$613K +$25.8K +492 +4%
YMRC
428
Yorktown Management & Research Company
Virginia
$595K +$166K +3,160 +33%
Baird Financial Group
429
Baird Financial Group
Wisconsin
$590K -$8.34K -159 -1%
William Blair & Company
430
William Blair & Company
Illinois
$586K -$30.4K -579 -4%
GC
431
Guggenheim Capital
Illinois
$577K -$260K -4,947 -28%
FPCG
432
Fort Pitt Capital Group
Pennsylvania
$570K -$52.4K -999 -8%
MIM
433
MetLife Investment Management
New Jersey
$558K +$48.6K +926 +8%
MWM
434
Mission Wealth Management
California
$557K -$24.6K -469 -4%
VAS
435
Vestmark Advisory Solutions
Massachusetts
$554K +$222K +4,229 +55%
BPA
436
Beacon Pointe Advisors
California
$553K -$158K -3,007 -20%
GC
437
Gilbert & Cook
Iowa
$553K +$59.7K +1,138 +11%
KPWS
438
Kestra Private Wealth Services
Texas
$548K +$16.9K +322 +3%
PP
439
Prudential plc
United Kingdom
$544K -$11.5K -219 -2%
VanEck Associates
440
VanEck Associates
New York
$541K -$10.1K -192 -2%
FC
441
FORA Capital
Florida
$534K -$937K -17,863 -61%
FG
442
Fiduciary Group
Georgia
$533K
SCM
443
Silvant Capital Management
Georgia
$531K -$15.7K -300 -3%
PSP
444
Principal Street Partners
Tennessee
$531K
Wolverine Trading
445
Wolverine Trading
Illinois
$529K -$1.29M -24,630 -69%
SWM
446
Spire Wealth Management
Virginia
$524K -$74.2K -1,415 -11%
MC
447
Moors & Cabot
Massachusetts
$516K -$79.9K -1,523 -12%
JEST
448
JTC Employer Solutions Trustee
Jersey
$515K
BFS
449
Bradley Foster & Sargent
Connecticut
$503K
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$503K +$8.55K +163 +2%