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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
601
Financial Synergies Wealth Advisors
Texas
$1.04M +$141K +1,455 +15%
CFO
602
Callan Family Office
Pennsylvania
$1.04M -$54K -557 -5%
CWM
603
Chemistry Wealth Management
New York
$1.03M +$388 +4 +0%
QF
604
QVT Financial
New York
$1.03M – – –
CHAM
605
Clear Harbor Asset Management
Connecticut
$1.03M – – –
JCM
606
Jacobi Capital Management
Pennsylvania
$1.02M +$88.5K +913 +9%
MGWM
607
Marks Group Wealth Management
Minnesota
$1.02M +$540K +5,567 +101%
SIA
608
Sit Investment Associates
Minnesota
$1.01M – – –
RBI
609
Raiffeisen Bank International
Austria
$1.01M -$75.3K -776 -6%
IAA
610
Independent Advisor Alliance
North Carolina
$1.01M -$118K -1,218 -10%
ATPW
611
Ashton Thomas Private Wealth
Arizona
$1.01M +$796K +8,210 +291%
WAM
612
Wernau Asset Management
Massachusetts
$1.01M +$14.8K +153 +1%
SWP
613
Stratos Wealth Partners
Ohio
$1.01M +$398K +4,108 +60%
TWM
614
Trueblood Wealth Management
Ohio
$999K +$679 +7 +0.1%
SCA
615
Snowden Capital Advisors
New York
$995K -$155K -1,601 -13%
PAS
616
Park Avenue Securities
New York
$995K -$119K -1,224 -10%
NL
617
Navalign LLC
California
$995K +$38.2K +394 +4%
AT
618
Avalon Trust
New Mexico
$991K – – –
S
619
Steadtrust
Texas
$991K – – –
SWM
620
Spire Wealth Management
Virginia
$986K -$13.1K -135 -1%
HNB
621
Huntington National Bank
Ohio
$985K +$263K +2,711 +34%
BFS
622
Bradley Foster & Sargent
Connecticut
$977K -$66.9K -690 -6%
EPA
623
Element Pointe Advisors
Florida
$976K -$16.5K -170 -2%
BFM
624
Boothbay Fund Management
New York
$975K -$1.59M -16,409 -61%
OAM
625
Oxford Asset Management
United Kingdom
$969K +$1.02M +10,555 New
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