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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
626
Capital Counsel
New York
$1.18M +$1.41M +10,239 New
BPA
627
Beacon Pointe Advisors
California
$1.18M +$151K +1,095 +12%
CM
628
Caption Management
Oklahoma
$1.17M -$2.32M -16,875 -63%
CHAM
629
Clear Harbor Asset Management
Connecticut
$1.17M – – –
CIA
630
Concurrent Investment Advisors
Florida
$1.17M +$505K +3,667 +57%
CLGM
631
Capitolis Liquid Global Markets
New York
$1.16M -$482K -3,500 -26%
PA
632
Parallel Advisors
California
$1.16M +$70.4K +512 +5%
MA
633
MYDA Advisors
New York
$1.16M +$1.38M +10,000 New
GI
634
GAMMA Investing
California
$1.16M -$82.3K -598 -6%
SWM
635
Segment Wealth Management
Texas
$1.15M +$86K +625 +7%
RIM
636
RW Investment Management
Idaho
$1.13M – – –
BP
637
BNP Paribas
France
$1.12M +$610K +4,437 +85%
FFM
638
Forum Financial Management
Illinois
$1.11M +$141K +1,023 +12%
GAG
639
GM Advisory Group
New York
$1.11M – – –
CPW
640
Cove Private Wealth
New York
$1.11M +$1.32M +9,561 New
SCA
641
Snowden Capital Advisors
New York
$1.1M +$60.3K +438 +5%
NL
642
NVWM LLC
Pennsylvania
$1.1M -$3.44K -25 -0.3%
DWM
643
Darwin Wealth Management
Florida
$1.09M – – –
KPWS
644
Kestra Private Wealth Services
Texas
$1.09M +$37.1K +270 +3%
PA
645
Profund Advisors
Maryland
$1.09M -$66.9K -486 -5%
AWM
646
Aries Wealth Management
Maine
$1.09M – – –
RSWM
647
Robertson Stephens Wealth Management
California
$1.09M -$169K -1,229 -12%
AAIS
648
ABN AMRO Investment Solutions
$1.08M +$120K +872 +10%
STA
649
Summit Trail Advisors
New York
$1.08M +$476K +3,457 +59%
BFA
650
Beaumont Financial Advisors
Massachusetts
$1.08M +$8.26K +60 +0.6%
24 25
26
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