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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
GT
626
Glenmede Trust
Pennsylvania
$245K +$25.9K +411 +11%
SAM
627
Silvercrest Asset Management
New York
$245K +$90.7K +1,441 +53%
AWA
628
Arete Wealth Advisors
Illinois
$243K +$262K +4,160 New
SPC
629
Sigma Planning Corp
Michigan
$242K -$378K -6,009 -59%
CW
630
CreativeOne Wealth
Kansas
$242K -$83.4K -1,325 -24%
Lido Advisors
631
Lido Advisors
California
$240K +$259K +4,114 New
CFGS
632
Concourse Financial Group Securities
Alabama
$239K -$93.5K -1,486 -27%
HWM
633
HB Wealth Management
Georgia
$239K +$49.6K +788 +24%
FANJ
634
Financial Architects (New Jersey)
New Jersey
$238K -$25.7K -408 -9%
MA
635
MONECO Advisors
Connecticut
$237K
GAM
636
Gotham Asset Management
New York
$235K -$127K -2,015 -33%
FA
637
FDx Advisors
Illinois
$234K +$252K +4,000 New
VVP
638
Venture Visionary Partners
Ohio
$232K
BFM
639
Boothbay Fund Management
New York
$230K +$247K +3,928 New
TI
640
Tidal Investments
Wisconsin
$226K +$22.7K +360 +10%
AC
641
ASB Consultores
Florida
$224K -$21.3K -339 -8%
FBT
642
First Bank & Trust
South Dakota
$224K +$32.3K +513 +15%
MYIA
643
Mount Yale Investment Advisors
Colorado
$224K +$49.8K +791 +26%
GT
644
Greenleaf Trust
Michigan
$224K +$242K +3,839 New
AL
645
ADE LLC
Maryland
$222K
RFA
646
Resurgent Financial Advisors
Georgia
$222K +$7.55K +120 +3%
AP
647
Appleton Partners
Massachusetts
$218K -$6.29K -100 -3%
EWA
648
EP Wealth Advisors
California
$218K +$11.5K +183 +5%
5L
649
55I LLC
Massachusetts
$218K +$16.7K +266 +8%
LS
650
Livforsakringsbolaget Skandia
Sweden
$216K