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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
501
Northeast Investment Management
Massachusetts
$205K +$191K +5,061 New
CI
502
Cigna Investments
Connecticut
$204K +$191K +5,057 New
ACP
503
Ashfield Capital Partners
California
$203K +$190K +5,018 New
CIC
504
Carnegie Investment Counsel
Ohio
$202K +$189K +5,000 New
FMW
505
Farr Miller & Washington
District of Columbia
$202K +$189K +5,000 New
TNB
506
TCF National Bank
South Dakota
$202K +$189K +5,000 New
GBA
507
Garrison Bradford & Associates
New York
$200K +$187K +4,950 New
SAM
508
Shell Asset Management
Netherlands
$170K +$38.1K +1,008 +32%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$157K
AL
510
ADE LLC
Maryland
$154K +$144K +3,805 New
LSA
511
Leonteq Securities AG
Switzerland
$139K +$130K +3,441 New
KCM
512
Kathmere Capital Management
Pennsylvania
$133K
CHA
513
Carmichael Hill & Associates
Maryland
$132K +$416 +11 +0.3%
RWB
514
RMR Wealth Builders
New Jersey
$128K +$119K +3,157 New
NFSG
515
Newbridge Financial Services Group
Florida
$127K +$151 +4 +0.1%
Nisa Investment Advisors
516
Nisa Investment Advisors
Missouri
$122K +$114K +3,010 New
RWM
517
Raffa Wealth Management
District of Columbia
$121K +$37.8K +1,000 +50%
FA
518
Fortis Advisors
Pennsylvania
$121K
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
$117K +$37.6K +996 +53%
APP
520
Alpha Paradigm Partners
Illinois
$117K +$110K +2,899 New
AAP
521
Arax Advisory Partners
Colorado
$115K +$113 +3 +0.1%
Twin Tree Management
522
Twin Tree Management
Texas
$115K +$107K +2,834 New
MWC
523
MBM Wealth Consultants
Missouri
$109K +$22.7K +600 +29%
CWC
524
Carolinas Wealth Consulting
North Carolina
$108K +$26.3K +696 +35%
CA
525
Capitolis Advisors
New York
$105K +$98.2K +2,600 New