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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
626
Parallel Advisors
California
$967K -$666K -6,871 -39%
WWM
627
Western Wealth Management
Colorado
$967K +$4.27K +44 +0.4%
CPW
628
Cove Private Wealth
New York
$964K -$147K -1,515 -13%
FBT
629
First Bank & Trust
South Dakota
$961K +$33.8K +349 +3%
VAG
630
VisionPoint Advisory Group
Texas
$948K +$206K +2,128 +26%
NB
631
Nicolet Bankshares
Wisconsin
$943K -$263K -2,707 -21%
IFWM
632
Institute for Wealth Management
Colorado
$932K +$36.4K +375 +4%
MAS
633
Meeder Advisory Services
Ohio
$932K -$9.41K -97 -0.9%
CNBT
634
Canandaigua National Bank & Trust
New York
$920K +$973K +10,029 New
TA
635
Teton Advisors
New York
$918K – – –
CPW
636
Crestmont Private Wealth
Texas
$911K +$963K +9,931 New
BBP
637
Banco BTG Pactual
Brazil
$911K +$651K +6,712 +209%
VF
638
Virtu Financial
New York
$902K +$953K +9,828 New
KF
639
Krilogy Financial
Missouri
$902K +$137K +1,414 +17%
RIM
640
RW Investment Management
Idaho
$896K – – –
DWP
641
Daymark Wealth Partners
Ohio
$893K -$114K -1,173 -11%
EGA
642
E&G Advisors
Texas
$889K +$48.5K +500 +5%
LNWTC
643
Laird Norton Wetherby Trust Company
Washington
$887K +$21.5K +222 +2%
IFG
644
Independent Financial Group
California
$887K -$6.88K -71 -0.7%
HVP
645
Hudson Value Partners
Florida
$886K +$41.2K +425 +5%
GWMIA
646
Global Wealth Management Investment Advisory
Florida
$883K +$6.59K +68 +0.7%
PCM
647
Penserra Capital Management
California
$874K +$907K +9,354 +5,111%
S
648
SignatureFD
Georgia
$871K +$96K +990 +12%
BFA
649
Beaumont Financial Advisors
Massachusetts
$869K +$8.92K +92 +1%
KPWS
650
Kestra Private Wealth Services
Texas
$868K +$41.8K +431 +5%
24 25
26
27 28