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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
526
Arlington Financial Advisors
California
$347K +$325K +5,865 New
HCM
527
Hodges Capital Management
Texas
$345K +$444 +8 +0.1%
FH
528
FWG Holdings
Florida
$344K +$322K +5,804 New
LWAC
529
Laurel Wealth Advisors (California)
California
$341K -$6.94K -125 -2%
EWA
530
EP Wealth Advisors
California
$341K +$24.5K +441 +8%
WP
531
WealthPLAN Partners
Nebraska
$338K – – –
BDWM
532
Brewin Dolphin Wealth Management
Ireland
$338K – – –
C
533
Certuity
Florida
$336K +$8.82K +159 +3%
NERM
534
New England Research & Management
Illinois
$332K – – –
EIA
535
Edgemoor Investment Advisors
Maryland
$326K – – –
CPA
536
Capital Planning Advisors
California
$324K +$52.7K +950 +21%
GPFA
537
Game Plan Financial Advisors
Ohio
$321K -$91.6K -1,650 -23%
GT
538
Glenview Trust
Kentucky
$321K +$300K +5,414 New
FNBSF
539
First National Bank Sioux Falls
South Dakota
$314K – – –
WSC
540
Wellington Shields & Co
New York
$314K – – –
FCCM
541
First City Capital Management
Georgia
$311K -$2.83K -51 -1%
WJWM
542
Williams Jones Wealth Management
New York
$310K +$24.8K +446 +9%
MYAM
543
Meiji Yasuda Asset Management
Japan
$308K – – –
QTM
544
qPULA Trading Management
New York
$308K +$289K +5,203 New
SS
545
Sunbelt Securities
Texas
$303K – – –
CW
546
CreativeOne Wealth
Kansas
$302K +$283K +5,105 New
SPC
547
Sigma Planning Corp
Michigan
$301K +$222 +4 +0.1%
HKAM
548
Horizon Kinetics Asset Management
New York
$300K – – –
SC
549
Scotia Capital
Ontario, Canada
$297K -$2.77K -50 -1%
ACP
550
Ashfield Capital Partners
California
$297K – – –
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