We are live on ! Find out more
KKR icon

KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$1.47M -$72.7K -621 -5%
TWM
602
Trueblood Wealth Management
Ohio
$1.46M +$1.41K +12 +0.1%
EPA
603
Element Pointe Advisors
Florida
$1.45M – – –
IFWM
604
Institute for Wealth Management
Colorado
$1.45M -$126K -1,077 -9%
NIM
605
Northeast Investment Management
Massachusetts
$1.44M – – –
S
606
Steadtrust
Texas
$1.44M +$1.26M +10,800 New
WAM
607
Wernau Asset Management
Massachusetts
$1.42M -$237K -2,023 -16%
SCM
608
Silvant Capital Management
Georgia
$1.4M – – –
WWM
609
Western Wealth Management
Colorado
$1.4M +$15.3K +131 +1%
HHGC
610
Hunting Hill Global Capital
New York
$1.39M – – –
DFCM
611
Dark Forest Capital Management
Puerto Rico
$1.39M +$952K +8,133 +355%
IIC
612
Integrated Investment Consultants
Michigan
$1.38M +$542K +4,631 +80%
IMRF
613
Illinois Municipal Retirement Fund
Illinois
$1.38M -$48.9K -418 -4%
AO
614
Advisor OS
Illinois
$1.37M -$128K -1,095 -10%
GRP
615
Global Retirement Partners
California
$1.37M +$1.2M +10,285 New
BPA
616
Beacon Pointe Advisors
California
$1.36M +$3.51K +30 +0.3%
BP
617
BNP Paribas
France
$1.35M +$60.3K +515 +5%
AAIS
618
ABN AMRO Investment Solutions
$1.35M +$91.2K +779 +8%
CHAM
619
Clear Harbor Asset Management
Connecticut
$1.35M – – –
WAS
620
WESPAC Advisors SoCal
California
$1.34M +$461K +3,940 +64%
SCM
621
Sterling Capital Management
North Carolina
$1.34M +$110K +943 +10%
GSEP
622
Golden State Equity Partners
California
$1.33M +$499K +4,263 +74%
WA
623
Whitebox Advisors
Minnesota
$1.33M -$4.68M -40,000 -80%
PCP
624
Pacific Capital Partners
$1.33M -$585K -5,000 -33%
FFM
625
Forum Financial Management
Illinois
$1.33M +$47.9K +409 +4%
23 24
25
26 27