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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Accurate Wealth Management
Florida
$46.5K +$45.2K +928 New
DAM
627
Delta Asset Management
Tennessee
$46.5K +$48.8K +1,001 New
M
628
MOTCO
Texas
$46.4K – – –
TCOV
629
Trust Company of Vermont
Vermont
$46.4K – – –
SIS
630
Sound Income Strategies
Florida
$45.5K – – –
TFGT
631
TS Financial Group (TSFG)
Illinois
$45K – – –
PTC
632
Private Trust Company
Ohio
$44K -$1.46K -30 -3%
SIA
633
SkyView Investment Advisors
New Jersey
$44K +$3.41K +70 +8%
KTC
634
Kistler-Tiffany Companies
Pennsylvania
$42.2K – – –
CH
635
Canton Hathaway
Rhode Island
$37K – – –
SIC
636
SJS Investment Consulting
Ohio
$33.4K +$10.5K +216 +43%
QCG
637
Quadrant Capital Group
Ohio
$33.1K +$25.8K +529 +286%
CWC
638
Carolinas Wealth Consulting
North Carolina
$28.2K +$49 +1 +0.2%
LS
639
Livforsakringsbolaget Skandia
Sweden
$27.8K – – –
AIM
640
Arcadia Investment Management
Michigan
$26.4K – – –
BBHC
641
Brown Brothers Harriman & Co
New York
$25.5K -$4.14K -85 -13%
IFAM
642
Institutional & Family Asset Management
Colorado
$25.1K +$97 +2 +0.4%
CFO
643
CVA Family Office
Colorado
$24.8K -$2.19K -45 -8%
AF
644
Allworth Financial
California
$24.7K +$26K +533 New
DMBA
645
Deseret Mutual Benefit Administrators
Utah
$24.6K -$4.73K -97 -15%
AP
646
Arlington Partners
Alabama
$24.6K – – –
BWM
647
BerganKDV Wealth Management
Minnesota
$23.8K +$585 +12 +2%
TFS
648
TrustCore Financial Services
Tennessee
$23.2K – – –
AA
649
Ancora Advisors
Ohio
$23K – – –
HIIFS
650
Harel Insurance Investments & Financial Services
Israel
$23K – – –
24 25
26
27 28