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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
576
Global Wealth Management Investment Advisory
Florida
$121K +$11.6K +259 +12%
CWP
577
Concord Wealth Partners
Virginia
$114K – – –
DOA
578
D'Orazio & Associates
Virginia
$114K +$70.4K +1,574 +207%
CFA
579
Carroll Financial Associates
North Carolina
$102K +$71.6K +1,600 +315%
BMD
580
Better Money Decisions
New Mexico
$100K +$91.8K +2,051 New
EWM
581
Edge Wealth Management
New York
$93K – – –
GWSG
582
GPS Wealth Strategies Group
Colorado
$92K +$84.6K +1,891 New
PCTC
583
Perkins Coie Trust Company
Washington
$85K – – –
BWL
584
Bogart Wealth LLC
Virginia
$83K – – –
AF
585
Arrow Financial
New York
$82K – – –
MA
586
Montag & Associates
Georgia
$82K – – –
IAIM
587
International Assets Investment Management
Florida
$77K – – –
CT
588
Caldwell Trust
Florida
$75K – – –
HIA
589
Harbor Investment Advisory
Maryland
$74K +$68K +1,519 New
HI
590
Hoey Investments
Pennsylvania
$72K – – –
HFM
591
Harvest Fund Management
China
$68K – – –
PCM
592
Penserra Capital Management
California
$66K +$10.4K +233 +21%
KFS
593
Kelly Financial Services
Massachusetts
$61.1K – – –
SIM
594
Sonora Investment Management
Arizona
$55K – – –
WTC
595
WhitTier Trust Company
Nevada
$54K – – –
PMFA
596
Plante Moran Financial Advisors
Michigan
$54K +$49.6K +1,108 New
PCG
597
Private Capital Group
Connecticut
$53K +$716 +16 +1%
TCOV
598
Trust Company of Vermont
Vermont
$49K – – –
KTC
599
Kistler-Tiffany Companies
Pennsylvania
$46K -$1.39K -31 -3%
MWP
600
Meridian Wealth Partners
Pennsylvania
$44K +$1.16K +26 +3%
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