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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Avior Wealth Management
Nebraska
$994K +$416K +3,514 +86%
ZB
627
Zions Bancorporation
Utah
$989K +$229K +1,938 +34%
IFWM
628
Institute for Wealth Management
Colorado
$988K -$10.6K -90 -1%
FTWA
629
Fifth Third Wealth Advisors
Ohio
$985K +$42.7K +361 +5%
DAS
630
Dynamic Advisor Solutions
Arizona
$982K +$50.5K +427 +6%
AWM
631
Apollon Wealth Management
South Carolina
$976K +$350K +2,961 +66%
SG
632
StoneX Group
New York
$976K +$884K +7,472 New
VEA
633
Virtus ETF Advisers
New York
$976K -$154K -1,303 -15%
PAG
634
Private Advisory Group
Washington
$970K +$879K +7,430 New
MC
635
Moors & Cabot
Massachusetts
$954K -$5.68K -48 -0.7%
YMRC
636
Yorktown Management & Research Company
Virginia
$940K -$296K -2,500 -26%
DADC
637
D.A. Davidson & Co
Montana
$937K -$160K -1,353 -16%
IFG
638
Independent Financial Group
California
$932K +$31.6K +267 +4%
DLA
639
Douglas Lane & Associates
New York
$926K -$177K -1,500 -17%
LW
640
Linscomb Wealth
Texas
$914K – – –
TCM
641
Triumph Capital Management
Colorado
$914K +$828K +7,000 New
AC
642
ASB Consultores
Florida
$914K +$23.5K +199 +3%
FWP
643
Firethorn Wealth Partners
Georgia
$906K +$710 +6 +0.1%
DWT
644
Dorsey & Whitney Trust
South Dakota
$901K +$432K +3,651 +112%
CI
645
Cigna Investments
Connecticut
$898K -$6.86K -58 -0.8%
BCM
646
Bayesian Capital Management
New York
$896K -$123K -1,037 -13%
AIP
647
Ameritas Investment Partners
Nebraska
$892K -$20.5K -173 -2%
UFF
648
USA Financial Formulas
Michigan
$889K +$806K +6,811 New
ONGA
649
O'Neil Global Advisors
California
$888K +$805K +6,800 New
FBT
650
First Bank & Trust
South Dakota
$884K +$27.7K +234 +4%
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