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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
501
E&G Advisors
Texas
$526K – – –
SAM
502
Sawgrass Asset Management
Florida
$521K +$561K +8,913 New
IRF
503
IBM Retirement Fund
New York
$519K -$25.2K -400 -4%
PWP
504
Principle Wealth Partners
Connecticut
$517K – – –
SWM
505
Segment Wealth Management
Texas
$517K – – –
PA
506
Parallel Advisors
California
$511K +$519K +8,242 +2,180%
PRC
507
Pearl River Capital
Michigan
$511K +$550K +8,739 New
APA
508
American Portfolios Advisors
New York
$504K -$944 -15 -0.2%
DWM
509
Dakota Wealth Management
Florida
$496K -$91.8K -1,459 -15%
YCM
510
Yousif Capital Management
Michigan
$481K -$39.7K -630 -7%
CCM
511
Corsair Capital Management
New York
$481K -$19.2K -305 -4%
FWP
512
Firethorn Wealth Partners
Georgia
$480K +$1.13K +18 +0.2%
BCV
513
Banque Cantonale Vaudoise
Switzerland
$474K -$674K -10,700 -57%
FG
514
Fiduciary Group
Georgia
$471K – – –
SRC
515
Sage Rhino Capital
California
$462K -$164K -2,609 -25%
AWM
516
AE Wealth Management
Kansas
$462K +$97.9K +1,556 +25%
MGWM
517
Marks Group Wealth Management
Minnesota
$459K +$24K +382 +5%
MTWM
518
Masso Torrence Wealth Management
New Jersey
$456K +$63 +1 +0%
MA
519
Mutual Advisors
Nebraska
$455K -$41.9K -665 -8%
TPA
520
Trivium Point Advisory
Connecticut
$455K +$508K +8,076 New
VAS
521
Vestmark Advisory Solutions
Massachusetts
$452K +$184K +2,923 +61%
HC
522
Henshaw Capital
Massachusetts
$443K +$252K +4,007 +112%
SS
523
Simplicity Solutions
Minnesota
$429K -$386K -6,129 -45%
TSS
524
Two Sigma Securities
New York
$429K +$461K +7,331 New
BJL
525
Brighton Jones LLC
Washington
$423K +$36.4K +578 +9%
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