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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
526
Global Retirement Partners
California
$101K +$227 +6 +0.2%
FBT
527
First Bank & Trust
South Dakota
$96K +$2.46K +65 +3%
CWP
528
Concord Wealth Partners
Virginia
$94K +$87.8K +2,324 New
GWMIA
529
Global Wealth Management Investment Advisory
Florida
$90K +$6.01K +159 +8%
EWM
530
Edge Wealth Management
New York
$77K – – –
IAIM
531
International Assets Investment Management
Florida
$77K +$76.1K +2,014 New
PCTC
532
Perkins Coie Trust Company
Washington
$71K +$66.1K +1,750 New
AF
533
Arrow Financial
New York
$68K – – –
BWL
534
Bogart Wealth LLC
Virginia
$68K – – –
CFB
535
Cullen/Frost Bankers
Texas
$68K – – –
MA
536
Montag & Associates
Georgia
$68K +$63.4K +1,678 New
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$60.6K +1,603 New
CT
538
Caldwell Trust
Florida
$62.2K – – –
HI
539
Hoey Investments
Pennsylvania
$59K – – –
HFM
540
Harvest Fund Management
China
$56K -$17.2K -455 -24%
FCH
541
Freestone Capital Holdings
Washington
$53.7K -$95.4K -2,524 -66%
KFS
542
Kelly Financial Services
Massachusetts
$50.6K – – –
SIM
543
Sonora Investment Management
Arizona
$46K +$35.2K +932 +466%
PCM
544
Penserra Capital Management
California
$45K -$74.4K -1,970 -64%
WTC
545
WhitTier Trust Company
Nevada
$45K – – –
PCG
546
Private Capital Group
Connecticut
$43K – – –
KTC
547
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
TCOV
548
Trust Company of Vermont
Vermont
$40K – – –
DAM
549
Delta Asset Management
Tennessee
$36K -$1.89K -50 -5%
MWP
550
Meridian Wealth Partners
Pennsylvania
$35K – – –
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