We are live on ! Find out more
KKR icon

KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
451
Fiduciary Group
Georgia
$607K – – –
SDWIA
452
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$603K – – –
KPWS
453
Kestra Private Wealth Services
Texas
$603K +$888 +16 +0.2%
WAM
454
World Asset Management
Michigan
$601K -$943 -17 -0.2%
CHAM
455
Clear Harbor Asset Management
Connecticut
$600K -$25K -450 -4%
WWM
456
Western Wealth Management
Colorado
$599K – – –
DWM
457
Dakota Wealth Management
Florida
$595K -$13.7K -246 -2%
JWCA
458
J.W. Cole Advisors
Florida
$594K +$556K +10,022 New
SOW
459
State of Wyoming
Wyoming
$579K +$269K +4,850 +98%
ECM
460
Engine Capital Management
New York
$575K -$11.1M -200,000 -95%
YMRC
461
Yorktown Management & Research Company
Virginia
$575K – – –
FA
462
Fountainhead AM
New Jersey
$574K – – –
PRC
463
Pearl River Capital
Michigan
$570K +$61.1K +1,101 +13%
WS
464
Wedbush Securities
California
$569K +$156K +2,803 +41%
COF
465
Capital One Financial
Virginia
$568K – – –
GAM
466
Gotham Asset Management
New York
$568K +$55 +1 +0%
SWM
467
Segment Wealth Management
Texas
$560K – – –
BTWM
468
Baker Tilly Wealth Management
Wisconsin
$559K +$11.9K +215 +2%
MCM
469
MAI Capital Management
Ohio
$556K – – –
SSW
470
Smith Shellnut Wilson
Mississippi
$553K – – –
CCM
471
Corsair Capital Management
New York
$543K -$4.77K -86 -0.9%
DADC
472
D.A. Davidson & Co
Montana
$534K -$35.7K -643 -7%
EGA
473
E&G Advisors
Texas
$533K -$499K -9,000 Closed
TRCT
474
Tower Research Capital (TRC)
New York
$526K -$1.39M -25,117 -74%
PWP
475
Principle Wealth Partners
Connecticut
$524K – – –
17 18
19
20 21