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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
626
Navalign LLC
California
$966K +$1.1M +10,443 New
MAS
627
Meeder Advisory Services
Ohio
$948K -$21.9K -208 -2%
MM
628
Marnell Management
Michigan
$945K +$118K +1,119 +12%
JCM
629
Jacobi Capital Management
Pennsylvania
$945K +$505K +4,788 +88%
FBT
630
First Bank & Trust
South Dakota
$936K +$267K +2,533 +33%
ECM
631
Everence Capital Management
Indiana
$926K – – –
TA
632
Teton Advisors
New York
$925K -$105K -1,000 -9%
FSWA
633
Financial Synergies Wealth Advisors
Texas
$918K +$481K +4,559 +85%
VAS
634
Vestmark Advisory Solutions
Massachusetts
$916K -$318K -3,019 -23%
TTIC
635
Tower Trust & Investment Company
Iowa
$909K +$16.9K +160 +2%
SCM
636
Sirios Capital Management
Massachusetts
$905K -$4.66M -44,215 -82%
IFWM
637
Institute for Wealth Management
Colorado
$905K -$50.7K -481 -5%
RIM
638
RW Investment Management
Idaho
$903K +$1.03M +9,762 New
IFG
639
Independent Financial Group
California
$900K +$339K +3,212 +49%
AA
640
Ancora Advisors
Ohio
$888K +$95.9K +910 +10%
HCPC
641
Hamilton Capital Partners (Canada)
$886K -$3.67M -34,836 -78%
EI
642
Ethic Inc
New York
$886K +$42.1K +399 +4%
GWMIA
643
Global Wealth Management Investment Advisory
Florida
$883K +$184K +1,747 +22%
LNWTC
644
Laird Norton Wetherby Trust Company
Washington
$874K -$243K -2,310 -20%
BFA
645
Beaumont Financial Advisors
Massachusetts
$867K +$843 +8 +0.1%
GIA
646
Gateway Investment Advisers
Ohio
$860K -$4.62M -43,798 -82%
BCPE
647
Bain Capital Public Equity
Massachusetts
$860K +$7.38K +70 +0.8%
KF
648
Krilogy Financial
Missouri
$858K +$887K +8,413 New
HVP
649
Hudson Value Partners
Florida
$854K +$147K +1,395 +18%
ICM
650
Islay Capital Management
Texas
$851K +$42.1K +399 +5%
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