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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
576
Transcend Capital Advisors
New Jersey
$430K +$4.43K +60 +1%
BDWM
577
Brewin Dolphin Wealth Management
Ireland
$425K – – –
NERM
578
New England Research & Management
Illinois
$417K – – –
CFGS
579
Concourse Financial Group Securities
Alabama
$415K -$47.8K -648 -10%
EIA
580
Edgemoor Investment Advisors
Maryland
$410K – – –
CPA
581
Capital Planning Advisors
California
$408K – – –
OMC
582
Overbrook Management Corp
New York
$407K -$44.3K -600 -10%
CIC
583
Carnegie Investment Counsel
Ohio
$407K +$33.9K +459 +9%
CW
584
CreativeOne Wealth
Kansas
$407K +$38.1K +517 +10%
ZF
585
Zhang Financial
Michigan
$398K +$395K +5,348 New
GPFA
586
Game Plan Financial Advisors
Ohio
$397K -$7.38K -100 -2%
GT
587
Glenview Trust
Kentucky
$396K – – –
WSC
588
Wellington Shields & Co
New York
$395K – – –
US Bancorp
589
US Bancorp
Minnesota
$394K +$48K +651 +14%
CCA
590
Clearwater Capital Advisors
Illinois
$393K – – –
WJWM
591
Williams Jones Wealth Management
New York
$391K +$443 +6 +0.1%
HNB
592
Huntington National Bank
Ohio
$391K +$54.4K +737 +16%
SDWMA
593
Schneider Downs Wealth Management Advisors
Pennsylvania
$391K +$387K +5,250 New
SOW
594
State of Wyoming
Wyoming
$387K -$104K -1,404 -21%
SWA
595
Stratos Wealth Advisors
Ohio
$386K +$221 +3 +0.1%
FTDI
596
First Trust Direct Indexing
Massachusetts
$384K -$1.7K -23 -0.4%
HKAM
597
Horizon Kinetics Asset Management
New York
$377K – – –
GWMIA
598
Global Wealth Management Investment Advisory
Florida
$376K +$45.1K +611 +14%
GCM
599
G2 Capital Management
Ohio
$376K +$372K +5,042 New
ACP
600
Ashfield Capital Partners
California
$374K – – –