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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
X
451
Xponance
Pennsylvania
$502K +$237K +4,508 +71%
BAMF
452
BI Asset Management Fondsmaeglerselskab
Denmark
$501K -$180K -3,428 -24%
ZF
453
Zhang Financial
Michigan
$490K +$18.1K +345 +3%
GWM
454
Geneos Wealth Management
Colorado
$489K +$492K +9,372 +850%
BFA
455
Beaumont Financial Advisors
Massachusetts
$482K – – –
AWM
456
Aries Wealth Management
Maine
$473K +$536K +10,210 New
FPA
457
First Pacific Advisors
California
$472K +$211K +4,026 +65%
CHAM
458
Clear Harbor Asset Management
Connecticut
$469K – – –
SDWIA
459
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$469K +$52 +1 +0%
FA
460
Fountainhead AM
New Jersey
$463K -$28.3K -539 -5%
G
461
GenTrust
Florida
$463K – – –
IIM
462
Intact Investment Management
Quebec, Canada
$463K – – –
IFWM
463
Institute for Wealth Management
Colorado
$460K +$10.2K +194 +2%
GAM
464
Guinness Asset Management
United Kingdom
$457K -$87.5K -1,667 -14%
FWP
465
Firethorn Wealth Partners
Georgia
$457K +$997 +19 +0.2%
KF
466
Krilogy Financial
Missouri
$455K +$52 +1 +0%
PMG
467
ProVise Management Group
Florida
$449K -$26.2K -500 -5%
MS
468
Maven Securities
Jersey
$448K -$69.6K -1,326 -12%
MCM
469
MAI Capital Management
Ohio
$441K +$7.61K +145 +2%
SS
470
Simplicity Solutions
Minnesota
$436K +$108K +2,065 +28%
TCM
471
Teza Capital Management
Illinois
$436K +$495K +9,429 New
PFC
472
Phocas Financial Corp
California
$435K -$28.9K -550 -6%
ASN
473
Advisory Services Network
Georgia
$433K -$34.7K -661 -7%
SSW
474
Smith Shellnut Wilson
Mississippi
$432K – – –
DT
475
Diversified Trust
Tennessee
$429K – – –
17 18
19
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