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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
601
SSI Investment Management
California
$213K -$42.5K -811 -18%
AL
602
ADE LLC
Maryland
$213K +$199K +3,805 New
BFA
603
Bragg Financial Advisors
North Carolina
$212K +$198K +3,777 New
BW
604
Bison Wealth
Georgia
$211K +$197K +3,770 New
TC
605
TAGStone Capital
North Carolina
$209K +$196K +3,735 New
RFA
606
Resurgent Financial Advisors
Georgia
$208K -$943 -18 -0.5%
NRC
607
New Republic Capital
North Carolina
$207K +$194K +3,704 New
William Blair Investment Management
608
William Blair Investment Management
Illinois
$205K +$192K +3,665 New
LMKC
609
L.M. Kohn & Company
Ohio
$204K +$191K +3,645 New
TWM
610
Tradition Wealth Management
Minnesota
$203K +$26.2K +500 +16%
CLOS
611
Compagnie Lombard Odier SCmA
Switzerland
$202K
AWM
612
Apollon Wealth Management
South Carolina
$201K +$188K +3,590 New
CNBTD
613
Citizens National Bank Trust Department
Mississippi
$199K
CHA
614
Carmichael Hill & Associates
Maryland
$188K +$524 +10 +0.3%
NFSG
615
Newbridge Financial Services Group
Florida
$187K +$157 +3 +0.1%
OAM
616
Ostrum Asset Management
France
$182K +$210 +4 +0.1%
WPWM
617
Western Pacific Wealth Management
Illinois
$179K
FCAG
618
First Capital Advisors Group
New Jersey
$175K +$164K +3,126 New
WSC
619
Wellington Shields & Co
New York
$168K
BF
620
BOK Financial
Oklahoma
$167K -$34K -650 -18%
HCP
621
Hexagon Capital Partners
Arkansas
$150K +$52 +1 +0%
MA
622
Montag & Associates
Georgia
$149K
IAIM
623
Industrial Alliance Investment Management
Quebec, Canada
$147K
TFM
624
TFC Financial Management
Massachusetts
$143K
EWM
625
Endurance Wealth Management
Rhode Island
$129K