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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
501
Connectus Wealth
Ohio
$853K +$697K +10,289 New
BFA
502
Beaumont Financial Advisors
Massachusetts
$847K – – –
CHAM
503
Clear Harbor Asset Management
Connecticut
$845K +$5.28K +78 +0.8%
RDWM
504
Red Door Wealth Management
Tennessee
$843K +$271 +4 +0%
BPA
505
Beacon Pointe Advisors
California
$841K -$94.5K -1,395 -12%
QI
506
Qtron Investments
Massachusetts
$839K – – –
LCM
507
Laurion Capital Management
New York
$829K – – –
AAM
508
Advisors Asset Management
Colorado
$828K +$677K +9,995 New
WWM
509
Western Wealth Management
Colorado
$826K -$53.2K -785 -7%
SDWIA
510
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$822K -$69.3K -1,024 -9%
EIP
511
Epoch Investment Partners
New York
$810K -$288K -4,257 -30%
RIM
512
RW Investment Management
Idaho
$806K – – –
AIMCA
513
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$804K – – –
YMRC
514
Yorktown Management & Research Company
Virginia
$804K – – –
EH
515
Equitable Holdings
New York
$800K -$38.1K -563 -6%
AAS
516
Ameritas Advisory Services
Nebraska
$787K +$94.8K +1,400 +21%
MC
517
Moors & Cabot
Massachusetts
$785K -$117K -1,726 -15%
MC
518
Machina Capital
France
$784K +$641K +9,468 New
AM
519
AGF Management
Ontario, Canada
$780K +$13.2K +195 +2%
FMN
520
Financial Management Network
California
$778K -$7.92K -117 -1%
TC
521
TownSquare Capital
Utah
$761K -$1.05M -15,485 -63%
VCM
522
Virtue Capital Management
Tennessee
$756K +$629K +9,291 New
AWM
523
Aries Wealth Management
Maine
$751K – – –
MA
524
Mutual Advisors
Nebraska
$745K +$5.08K +75 +0.8%
SAM
525
Sawgrass Asset Management
Florida
$734K +$28.5K +421 +5%
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