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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
601
Mount Yale Investment Advisors
Colorado
$206K +$193K +3,470 New
SW
602
SVB Wealth
Massachusetts
$204K +$191K +3,443 New
GTAM
603
Global Trust Asset Management
Florida
$201K +$189K +3,400 New
CHA
604
Carmichael Hill & Associates
Maryland
$194K +$444 +8 +0.2%
HCP
605
Hexagon Capital Partners
Arkansas
$192K -$68K -1,226 -27%
NFSG
606
Newbridge Financial Services Group
Florida
$186K +$166 +3 +0.1%
FBT
607
First Bank & Trust
South Dakota
$181K +$20.1K +363 +13%
GT
608
Glenmede Trust
Pennsylvania
$180K -$283K -5,092 -63%
FA
609
Fortis Advisors
Pennsylvania
$178K
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$177K +$166 +3 +0.1%
AWA
611
Arkadios Wealth Advisors
Georgia
$175K +$132K +2,376 +408%
MA
612
MUFG Americas
New York
$171K -$2.86M -51,615 -95%
FC
613
FORA Capital
Florida
$167K -$31.9K -574 -17%
MWC
614
MBM Wealth Consultants
Missouri
$159K
CWC
615
Carolinas Wealth Consulting
North Carolina
$158K
Carson Wealth (CWM LLC)
616
Carson Wealth (CWM LLC)
Nebraska
$157K
Bessemer Group
617
Bessemer Group
New Jersey
$152K +$137K +2,465 +2,348%
EBA
618
Eagle Bay Advisors
New York
$152K +$142K +2,550 New
T2I
619
Turim 21 Investimentos
Brazil
$148K -$27.7K -500 -17%
GRP
620
Global Retirement Partners
California
$148K +$277 +5 +0.2%
PMFA
621
Plante Moran Financial Advisors
Michigan
$148K +$76.9K +1,385 +125%
CWP
622
Concord Wealth Partners
Virginia
$138K
DOA
623
D'Orazio & Associates
Virginia
$138K
CPWM
624
Cypress Point Wealth Management
Texas
$138K +$129K +2,325 New
CF
625
Centaurus Financial
California
$129K +$121K +2,173 New