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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Mission Wealth Management
California
$518K +$253 +5 +0%
BRWA
427
B. Riley Wealth Advisors
Florida
$511K -$204K -4,044 -25%
ZF
428
Zhang Financial
Michigan
$511K +$65.2K +1,290 +12%
VanEck Associates
429
VanEck Associates
New York
$510K +$9.3K +184 +2%
MIM
430
MetLife Investment Management
New Jersey
$506K -$14.4K -284 -2%
Vontobel Holding
431
Vontobel Holding
Switzerland
$502K -$820K -16,228 -58%
FPA
432
First Pacific Advisors
California
$499K +$70.7K +1,400 +14%
AWM
433
Aries Wealth Management
Maine
$497K – – –
PSP
434
Principal Street Partners
Tennessee
$494K – – –
SCM
435
Silvant Capital Management
Georgia
$493K – – –
FA
436
Fountainhead AM
New Jersey
$488K +$68K +1,346 +13%
GC
437
Guggenheim Capital
Illinois
$486K -$57.4K -1,135 -9%
SDWIA
438
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$479K +$50.6K +1,002 +10%
JEST
439
JTC Employer Solutions Trustee
Jersey
$478K – – –
X
440
Xponance
Pennsylvania
$478K +$14.4K +285 +3%
VFO
441
Virtus Family Office
Texas
$476K +$559K +11,060 New
BPA
442
Beacon Pointe Advisors
California
$475K -$45.2K -894 -7%
Baird Financial Group
443
Baird Financial Group
Wisconsin
$474K -$87.3K -1,728 -14%
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$468K +$1.72K +34 +0.3%
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$468K +$550K +10,877 New
BFS
446
Bradley Foster & Sargent
Connecticut
$467K – – –
AWM
447
AE Wealth Management
Kansas
$457K +$70.2K +1,390 +15%
BFA
448
Beaumont Financial Advisors
Massachusetts
$448K – – –
SWM
449
Spire Wealth Management
Virginia
$440K -$54.4K -1,077 -10%
RWM
450
Ritholtz Wealth Management
New York
$436K +$513K +10,150 New