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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
601
Northwest & Ethical Investments
Ontario, Canada
$1.05M +$44.4K +421 +4%
WPW
602
Winthrop Partners - WNY
New York
$1.05M +$1.58K +15 +0.1%
PDL
603
Portfolio Design Labs
California
$1.05M +$158K +1,500 +15%
BFS
604
Bradley Foster & Sargent
Connecticut
$1.05M -$186K -1,765 -13%
GI
605
GAMMA Investing
California
$1.05M -$360K -3,411 -23%
QF
606
QVT Financial
New York
$1.04M +$1.19M +11,245 New
CWM
607
Chemistry Wealth Management
New York
$1.04M +$422 +4 +0%
CHAM
608
Clear Harbor Asset Management
Connecticut
$1.04M +$116K +1,100 +11%
WCA
609
Westover Capital Advisors
Delaware
$1.03M – – –
SIA
610
Sit Investment Associates
Minnesota
$1.02M +$1.16M +11,050 New
TG
611
TCW Group
California
$1.02M +$55.7K +528 +5%
SWM
612
Segment Wealth Management
Texas
$1.02M +$22.7K +215 +2%
BBHC
613
Brown Brothers Harriman & Co
New York
$1.01M +$548K +5,203 +91%
DWP
614
Daymark Wealth Partners
Ohio
$1.01M +$158K +1,501 +16%
SWM
615
Spire Wealth Management
Virginia
$1.01M -$27.3K -259 -2%
WAM
616
Wernau Asset Management
Massachusetts
$1.01M +$11K +104 +1%
TWM
617
Trueblood Wealth Management
Ohio
$1.01M -$13.4K -127 -1%
EPA
618
Element Pointe Advisors
Florida
$999K – – –
AT
619
Avalon Trust
New Mexico
$999K -$158K -1,500 -12%
S
620
Steadtrust
Texas
$999K – – –
PAG
621
Private Advisor Group
New Jersey
$997K -$586K -5,561 -34%
AG
622
AlTi Global
New York
$988K -$69.7K -661 -6%
IRAG
623
Investment Research & Advisory Group
Georgia
$987K +$1.12M +10,652 New
GC
624
Gilbert & Cook
Iowa
$971K +$98.3K +933 +10%
WWM
625
Western Wealth Management
Colorado
$970K -$174K -1,647 -14%
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