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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
526
American International Group
New York
$277K +$8.6K +164 +3%
FMAEN1
527
Fund Management at Engine No 1
California
$277K +$54.1K +1,032 +21%
CIC
528
Carnegie Investment Counsel
Ohio
$276K +$26.2K +500 +9%
SW
529
SteelPeak Wealth
California
$272K -$367 -7 -0.1%
NAM
530
Nexpoint Asset Management
Texas
$272K – – –
AFA
531
Arlington Financial Advisors
California
$271K – – –
TCA
532
Transcend Capital Advisors
New Jersey
$270K -$1.42K -27 -0.5%
FMN
533
Financial Management Network
California
$268K +$81.3K +1,550 +37%
BL
534
Balentine LLC
Georgia
$264K -$27.2K -519 -8%
BDWM
535
Brewin Dolphin Wealth Management
Ireland
$264K – – –
CLOS
536
Compagnie Lombard Odier SCmA
Switzerland
$261K -$402K -7,665 -58%
KFS
537
Kaizen Financial Strategies
California
$259K +$525 +10 +0.2%
GLA
538
Good Life Advisors
Pennsylvania
$258K – – –
TSS
539
Two Sigma Securities
New York
$256K -$94.5K -1,801 -25%
EIA
540
Edgemoor Investment Advisors
Maryland
$255K – – –
CPA
541
Capital Planning Advisors
California
$253K – – –
PWM
542
PRW Wealth Management
Massachusetts
$251K +$630 +12 +0.2%
AWA
543
Arete Wealth Advisors
Illinois
$249K +$63.3K +1,206 +29%
HCM
544
Hodges Capital Management
Texas
$248K -$25.8K -491 -8%
FTDI
545
First Trust Direct Indexing
Massachusetts
$248K +$8.55K +163 +3%
GT
546
Glenview Trust
Kentucky
$246K – – –
V
547
Veritable
Delaware
$244K +$26.3K +502 +11%
WJWM
548
Williams Jones Wealth Management
New York
$243K – – –
HNB
549
Huntington National Bank
Ohio
$241K -$1.36K -26 -0.5%
DSC
550
Duncker Streett & Co
Missouri
$240K – – –
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