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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
COF
501
Capital One Financial
Virginia
$714K – – –
A
502
Astrantus
Cyprus
$702K +$695K +9,421 New
MCM
503
MAI Capital Management
Ohio
$701K -$148 -2 -0%
FG
504
Fiduciary Group
Georgia
$700K +$1.84K +25 +0.3%
IFWM
505
Institute for Wealth Management
Colorado
$700K +$30.5K +414 +5%
SSW
506
Smith Shellnut Wilson
Mississippi
$695K – – –
IRF
507
IBM Retirement Fund
New York
$691K -$461K -6,248 -40%
HFM
508
Harvest Fund Management
China
$683K +$429K +5,819 +176%
EGA
509
E&G Advisors
Texas
$670K – – –
DT
510
Diversified Trust
Tennessee
$667K -$99.7K -1,351 -13%
YCM
511
Yousif Capital Management
Michigan
$660K +$654K +8,860 New
SWM
512
Segment Wealth Management
Texas
$659K -$44.3K -600 -6%
PWP
513
Principle Wealth Partners
Connecticut
$659K – – –
IIM
514
Intact Investment Management
Quebec, Canada
$656K -$162K -2,200 -20%
APA
515
American Portfolios Advisors
New York
$643K -$184K -2,496 -22%
CCM
516
Corsair Capital Management
New York
$635K -$27.7K -375 -4%
PFC
517
Phocas Financial Corp
California
$633K +$25.8K +350 +4%
SG
518
Stonnington Group
California
$631K +$81.2K +1,100 +14%
MA
519
Mutual Advisors
Nebraska
$630K +$51.6K +700 +9%
TC
520
TownSquare Capital
Utah
$625K +$619K +8,389 New
WS
521
Wedbush Securities
California
$622K -$34.8K -472 -5%
FMBTD
522
First Midwest Bank Trust Division
Illinois
$621K +$232K +3,150 +61%
FWP
523
Firethorn Wealth Partners
Georgia
$611K +$605K +8,198 New
FFM
524
Forum Financial Management
Illinois
$598K – – –
IIC
525
Integrated Investment Consultants
Michigan
$586K +$161K +2,182 +38%
19 20
21
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