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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
501
Commerce Bank
Missouri
$1.25M -$96.6K -1,050 -8%
FPCG
502
Fort Pitt Capital Group
Pennsylvania
$1.24M +$1.93K +21 +0.2%
ZIMP
503
Zimmermann Investment Management & Planning
Pennsylvania
$1.23M +$81.5K +886 +8%
USGIU
504
U.S. Global Investors (USGI)
Texas
$1.22M -$221K -2,400 -16%
NW
505
NewEdge Wealth
Pennsylvania
$1.22M +$524K +5,696 +83%
BRWA
506
B. Riley Wealth Advisors
Florida
$1.22M +$17.1K +186 +0.9%
DWM
507
Dakota Wealth Management
Florida
$1.22M +$617K +6,708 +125%
EPA
508
Element Pointe Advisors
Florida
$1.21M – – –
PAS
509
Point72 Asia (Singapore)
Singapore
$1.2M +$1.1M +11,961 New
SWM
510
Spire Wealth Management
Virginia
$1.19M +$56K +609 +5%
HCA
511
Harbor Capital Advisors
Illinois
$1.19M -$117K -1,270 -10%
NIM
512
Northeast Investment Management
Massachusetts
$1.19M +$313K +3,400 +40%
LFAS
513
Level Four Advisory Services
Texas
$1.15M – – –
PAS
514
Park Avenue Securities
New York
$1.15M +$1.05M +11,426 New
VCM
515
Virtue Capital Management
Tennessee
$1.14M +$210K +2,280 +25%
SCM
516
Silvant Capital Management
Georgia
$1.13M – – –
LCG
517
Lynx Capital Group
Ohio
$1.13M – – –
JEST
518
JTC Employer Solutions Trustee
Jersey
$1.12M – – –
NYLIM
519
New York Life Investment Management
New York
$1.12M +$26.7K +290 +3%
SCA
520
Snowden Capital Advisors
New York
$1.11M -$144K -1,561 -12%
AO
521
Advisor OS
Illinois
$1.1M +$1.01M +10,983 New
DC
522
Davenport & Co
Virginia
$1.1M +$37.4K +407 +4%
CWM
523
Chemistry Wealth Management
New York
$1.1M +$14.4K +157 +1%
SW
524
SVB Wealth
Massachusetts
$1.1M -$8K -87 -0.8%
TWM
525
Trueblood Wealth Management
Ohio
$1.09M -$6.07K -66 -0.6%
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