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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Segment Wealth Management
Texas
$733K
PCIA
527
Prime Capital Investment Advisors
Kansas
$729K +$596K +8,801 New
EGA
528
E&G Advisors
Texas
$723K +$8.53K +126 +1%
FG
529
Fiduciary Group
Georgia
$721K
GP
530
Gridiron Partners
Pennsylvania
$714K +$583K +8,617 New
Vontobel Holding
531
Vontobel Holding
Switzerland
$712K -$98.9K -1,460 -15%
FTDI
532
First Trust Direct Indexing
Massachusetts
$705K +$311K +4,595 +117%
SSW
533
Smith Shellnut Wilson
Mississippi
$705K
FFM
534
Forum Financial Management
Illinois
$700K +$88K +1,299 +18%
NIM
535
Northeast Investment Management
Massachusetts
$696K +$163K +2,400 +40%
SWS
536
SYSTM Wealth Solutions
Illinois
$687K -$11K -163 -2%
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$682K -$144K -2,124 -21%
CCM
538
Corsair Capital Management
New York
$678K
SF
539
Synovus Financial
Georgia
$673K -$2.5K -37 -0.5%
KCPG
540
Kavar Capital Partners Group
Kansas
$666K +$272K +4,022 +100%
PSP
541
Principal Street Partners
Tennessee
$659K -$113K -1,667 -17%
YCM
542
Yousif Capital Management
Michigan
$657K +$23.2K +343 +5%
DT
543
Diversified Trust
Tennessee
$655K -$163K -2,406 -23%
SRC
544
Sage Rhino Capital
California
$655K
HMS
545
Hanseatic Management Services
New Mexico
$648K +$530K +7,827 New
FWP
546
Firethorn Wealth Partners
Georgia
$640K -$7.31K -108 -1%
Envestnet Portfolio Solutions
547
Envestnet Portfolio Solutions
Illinois
$637K +$48.8K +721 +10%
GI
548
GAMMA Investing
California
$632K +$494K +7,303 New
RIM
549
Redwood Investment Management
Arizona
$631K -$293K -4,324 -36%
EF
550
Empowered Funds
Pennsylvania
$631K +$56.4K +833 +12%