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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Sawgrass Asset Management
Florida
$521K +$561K +8,913 New
IRF
502
IBM Retirement Fund
New York
$519K -$25.2K -400 -4%
PWP
503
Principle Wealth Partners
Connecticut
$517K – – –
SWM
504
Segment Wealth Management
Texas
$517K – – –
PA
505
Parallel Advisors
California
$511K +$519K +8,242 +2,180%
PRC
506
Pearl River Capital
Michigan
$511K +$550K +8,739 New
APA
507
American Portfolios Advisors
New York
$504K -$944 -15 -0.2%
DWM
508
Dakota Wealth Management
Florida
$496K -$91.8K -1,459 -15%
YCM
509
Yousif Capital Management
Michigan
$481K -$39.7K -630 -7%
CCM
510
Corsair Capital Management
New York
$481K -$19.2K -305 -4%
FWP
511
Firethorn Wealth Partners
Georgia
$480K +$1.13K +18 +0.2%
BCV
512
Banque Cantonale Vaudoise
Switzerland
$474K -$674K -10,700 -57%
FG
513
Fiduciary Group
Georgia
$471K – – –
SRC
514
Sage Rhino Capital
California
$462K -$164K -2,609 -25%
AWM
515
AE Wealth Management
Kansas
$462K +$97.9K +1,556 +25%
MGWM
516
Marks Group Wealth Management
Minnesota
$459K +$24K +382 +5%
MTWM
517
Masso Torrence Wealth Management
New Jersey
$456K +$63 +1 +0%
MA
518
Mutual Advisors
Nebraska
$455K -$41.9K -665 -8%
TPA
519
Trivium Point Advisory
Connecticut
$455K +$508K +8,076 New
VAS
520
Vestmark Advisory Solutions
Massachusetts
$452K +$184K +2,923 +61%
HC
521
Henshaw Capital
Massachusetts
$443K +$252K +4,007 +112%
SS
522
Simplicity Solutions
Minnesota
$429K -$386K -6,129 -45%
TSS
523
Two Sigma Securities
New York
$429K +$461K +7,331 New
BJL
524
Brighton Jones LLC
Washington
$423K +$36.4K +578 +9%
DI
525
Diligent Investors
California
$422K +$63 +1 +0%
19 20
21
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