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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
451
Fort Pitt Capital Group
Pennsylvania
$991K -$94.2K -1,277 -9%
CTC
452
Central Trust Company
Missouri
$991K -$34.3K -465 -3%
BA
453
Ballew Advisors
Mississippi
$986K +$1.05M +14,201 New
CGH
454
Crossmark Global Holdings
Texas
$974K +$716K +9,700 +287%
GC
455
Guggenheim Capital
Illinois
$961K +$539K +7,301 +130%
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$959K +$92K +1,247 +11%
GVAG
457
Great Valley Advisor Group
Delaware
$951K -$92.8K -1,258 -9%
CAMG
458
CWA Asset Management Group
Florida
$927K – – –
CII
459
Capital International Inc
California
$917K -$1.05M -14,297 -54%
RG
460
Rathbones Group
United Kingdom
$914K -$83K -1,125 -8%
SWP
461
Stratos Wealth Partners
Ohio
$908K -$61.5K -833 -6%
RJT
462
Raymond James Trust
Florida
$901K +$28.9K +392 +3%
BAM
463
Belpointe Asset Management
Nevada
$900K -$215K -2,914 -19%
MWM
464
Mission Wealth Management
California
$897K -$13K -176 -1%
FA
465
Fountainhead AM
New Jersey
$892K – – –
PSP
466
Principal Street Partners
Tennessee
$889K -$127K -1,722 -13%
BFS
467
Bradley Foster & Sargent
Connecticut
$884K – – –
SCM
468
Silvant Capital Management
Georgia
$877K – – –
KF
469
Krilogy Financial
Missouri
$859K +$124K +1,686 +17%
CWP
470
Curated Wealth Partners
California
$852K -$113K -1,528 -12%
ANRIA
471
American National Registered Investment Advisor
Texas
$840K – – –
KPWS
472
Kestra Private Wealth Services
Texas
$837K +$56.5K +766 +7%
JEST
473
JTC Employer Solutions Trustee
Jersey
$829K – – –
MLICM
474
Metropolitan Life Insurance Company (MetLife)
New York
$827K +$2.29K +31 +0.3%
BF
475
BOK Financial
Oklahoma
$815K +$336K +4,559 +71%
17 18
19
20 21