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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
576
Evercore Wealth Management
New York
$247K – – –
SAG
577
Spotlight Asset Group
Illinois
$246K – – –
CI
578
Cigna Investments
Connecticut
$243K -$2.22K -40 -1%
DA
579
Denali Advisors
California
$243K +$228K +4,100 New
VFA
580
Voya Financial Advisors
Connecticut
$242K -$1.23M -22,126 -85%
MA
581
MONECO Advisors
Connecticut
$240K +$225K +4,055 New
FANJ
582
Financial Architects (New Jersey)
New Jersey
$239K +$224K +4,039 New
ARC
583
Advisor Resource Council
Texas
$237K +$222K +4,000 New
AAP
584
Arax Advisory Partners
Colorado
$237K +$222K +4,002 New
CWG
585
Cornerstone Wealth Group
North Carolina
$235K +$5K +90 +2%
VVP
586
Venture Visionary Partners
Ohio
$235K +$221K +3,976 New
TSS
587
Two Sigma Securities
New York
$231K -$5.19M -93,568 -96%
BIM
588
Baldwin Investment Management
Pennsylvania
$231K -$37K -667 -15%
LWM
589
Laidlaw Wealth Management
New York
$231K +$216K +3,900 New
PFWA
590
Paces Ferry Wealth Advisors
Georgia
$230K +$215K +3,878 New
AP
591
Appleton Partners
Massachusetts
$227K +$212K +3,825 New
AL
592
ADE LLC
Maryland
$225K – – –
NIM
593
Northeast Investment Management
Massachusetts
$219K -$76.4K -1,376 -27%
GWMIA
594
Global Wealth Management Investment Advisory
Florida
$216K +$64.1K +1,155 +46%
5L
595
55I LLC
Massachusetts
$215K +$201K +3,630 New
CLOS
596
Compagnie Lombard Odier SCmA
Switzerland
$214K +$201K +3,615 New
PGFC
597
Peapack-Gladstone Financial Corp
New Jersey
$212K +$199K +3,592 New
MFA
598
Mayflower Financial Advisors
Massachusetts
$210K +$196K +3,540 New
VAS
599
Vestmark Advisory Solutions
Massachusetts
$210K +$197K +3,548 New
MOS
600
MGO One Seven
Ohio
$207K +$194K +3,495 New
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