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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
451
Compagnie Lombard Odier SCmA
Switzerland
$779K -$504K -8,000 -38%
FPCG
452
Fort Pitt Capital Group
Pennsylvania
$778K – – –
William Blair & Company
453
William Blair & Company
Illinois
$774K -$1.21M -19,253 -59%
BHB
454
Bank Hapoalim BM
Israel
$763K -$634K -10,074 -44%
BAM
455
Belpointe Asset Management
Nevada
$757K +$53.6K +852 +7%
Baird Financial Group
456
Baird Financial Group
Wisconsin
$754K -$248K -3,944 -23%
CAMG
457
CWA Asset Management Group
Florida
$746K +$19.8K +314 +3%
SWM
458
Spire Wealth Management
Virginia
$744K -$197K -3,135 -20%
MC
459
Moors & Cabot
Massachusetts
$741K +$163K +2,582 +26%
MWM
460
Mission Wealth Management
California
$731K +$28.9K +459 +4%
CWM
461
Chemistry Wealth Management
New York
$721K +$776K +12,331 New
PP
462
Prudential plc
United Kingdom
$699K +$753K +11,961 New
VanEck Associates
463
VanEck Associates
New York
$694K +$125K +1,984 +20%
SCM
464
Silvant Capital Management
Georgia
$688K – – –
FCBT
465
First Citizens Bank & Trust
North Carolina
$677K -$150K -2,386 -17%
GAM
466
Guinness Asset Management
United Kingdom
$674K -$127K -2,015 -15%
KPWS
467
Kestra Private Wealth Services
Texas
$673K +$17.5K +278 +2%
PSP
468
Principal Street Partners
Tennessee
$671K -$28.3K -450 -4%
ANRIA
469
American National Registered Investment Advisor
Texas
$659K – – –
MIM
470
MetLife Investment Management
New Jersey
$650K +$700K +11,125 New
JEST
471
JTC Employer Solutions Trustee
Jersey
$650K – – –
MS
472
Maven Securities
Jersey
$643K +$692K +11,000 New
TC
473
TownSquare Capital
Utah
$636K +$157K +2,495 +30%
BFS
474
Bradley Foster & Sargent
Connecticut
$635K -$62.6K -994 -8%
GC
475
Gilbert & Cook
Iowa
$632K +$37.1K +589 +6%