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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
626
Forum Financial Management
Illinois
$249K – – –
GT
627
Glenmede Trust
Pennsylvania
$245K +$25.9K +411 +11%
SAM
628
Silvercrest Asset Management
New York
$245K +$90.7K +1,441 +53%
AWA
629
Arete Wealth Advisors
Illinois
$243K +$262K +4,160 New
SPC
630
Sigma Planning Corp
Michigan
$242K -$378K -6,009 -59%
CW
631
CreativeOne Wealth
Kansas
$242K -$83.4K -1,325 -24%
Lido Advisors
632
Lido Advisors
California
$240K +$259K +4,114 New
CFGS
633
Concourse Financial Group Securities
Alabama
$239K -$93.5K -1,486 -27%
HWM
634
HB Wealth Management
Georgia
$239K +$49.6K +788 +24%
FANJ
635
Financial Architects (New Jersey)
New Jersey
$238K -$25.7K -408 -9%
MA
636
MONECO Advisors
Connecticut
$237K – – –
GAM
637
Gotham Asset Management
New York
$235K -$127K -2,015 -33%
FA
638
FDx Advisors
Illinois
$234K +$252K +4,000 New
VVP
639
Venture Visionary Partners
Ohio
$232K – – –
BFM
640
Boothbay Fund Management
New York
$230K +$247K +3,928 New
TI
641
Tidal Investments
Wisconsin
$226K +$22.7K +360 +10%
AC
642
ASB Consultores
Florida
$224K -$21.3K -339 -8%
FBT
643
First Bank & Trust
South Dakota
$224K +$32.3K +513 +15%
MYIA
644
Mount Yale Investment Advisors
Colorado
$224K +$49.8K +791 +26%
GT
645
Greenleaf Trust
Michigan
$224K +$242K +3,839 New
AL
646
ADE LLC
Maryland
$222K – – –
BIM
647
Baldwin Investment Management
Pennsylvania
$222K – – –
RFA
648
Resurgent Financial Advisors
Georgia
$222K +$7.55K +120 +3%
AP
649
Appleton Partners
Massachusetts
$218K -$6.29K -100 -3%
EWA
650
EP Wealth Advisors
California
$218K +$11.5K +183 +5%