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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
DC
426
Davenport & Co
Virginia
$528K -$120K -2,464 -18%
SCM
427
Silvant Capital Management
Georgia
$527K -$5.12K -105 -0.9%
FA
428
Fountainhead AM
New Jersey
$527K – – –
JWM
429
Jessup Wealth Management
Ohio
$521K +$547K +11,224 New
CAL
430
Capital Analysts LLC
Pennsylvania
$521K +$505K +10,371 +1,236%
JEST
431
JTC Employer Solutions Trustee
Jersey
$516K – – –
BPA
432
Beacon Pointe Advisors
California
$515K +$2.19K +45 +0.4%
BMSSC
433
B. Metzler seel. Sohn & Co
Germany
$510K +$59.7K +1,224 +13%
SDWIA
434
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$508K -$9.65K -198 -2%
TMAM
435
Tokio Marine Asset Management
Japan
$505K +$58.2K +1,194 +12%
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$504K -$634 -13 -0.1%
PSP
437
Principal Street Partners
Tennessee
$501K -$33.4K -686 -6%
Bank of Nova Scotia
438
Bank of Nova Scotia
Ontario, Canada
$501K +$526K +10,790 New
BFS
439
Bradley Foster & Sargent
Connecticut
$498K -$7.07K -145 -1%
WWM
440
Western Wealth Management
Colorado
$491K -$544K -11,152 -51%
MCM
441
MAI Capital Management
Ohio
$491K +$46.9K +962 +10%
First Trust Advisors
442
First Trust Advisors
Illinois
$479K -$11.9M -244,330 -96%
BFA
443
Beaumont Financial Advisors
Massachusetts
$474K -$9.75K -200 -2%
SWM
444
Spire Wealth Management
Virginia
$472K -$3.8K -78 -0.8%
CHAM
445
Clear Harbor Asset Management
Connecticut
$470K – – –
VAS
446
Vestmark Advisory Solutions
Massachusetts
$465K -$142K -2,916 -23%
IIM
447
Intact Investment Management
Quebec, Canada
$464K – – –
FMN
448
Financial Management Network
California
$464K +$57.1K +1,171 +14%
VFO
449
Virtus Family Office
Texas
$463K -$53.4K -1,095 -10%
KF
450
Krilogy Financial
Missouri
$456K – – –