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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
651
Concourse Financial Group Securities
Alabama
$32K -$178K -3,396 -83%
HR
652
Howe & Rusling
New York
$30K – – –
CWC
653
Carolinas Wealth Consulting
North Carolina
$28K +$3.1K +59 +11%
CAC
654
Core Alternative Capital
Georgia
$28K +$20.5K +390 +181%
DMBA
655
Deseret Mutual Benefit Administrators
Utah
$28K +$31.2K +595 New
AIM
656
Arcadia Investment Management
Michigan
$26K – – –
AP
657
Arlington Partners
Alabama
$25K -$57.9K -1,103 -68%
DI
658
Disciplined Investments
Oklahoma
$25K – – –
IFAM
659
Institutional & Family Asset Management
Colorado
$25K +$52 +1 +0.2%
TWM
660
Tradition Wealth Management
Minnesota
$24K – – –
DA
661
Denali Advisors
California
$23K -$10.5K -200 -29%
AA
662
Ancora Advisors
Ohio
$23K – – –
HIIFS
663
Harel Insurance Investments & Financial Services
Israel
$23K – – –
TFS
664
TrustCore Financial Services
Tennessee
$23K – – –
BWM
665
BerganKDV Wealth Management
Minnesota
$23K +$210 +4 +0.8%
HCM
666
Highlander Capital Management
New Jersey
$23K +$26.2K +500 New
FWM
667
Focused Wealth Management
New York
$21K -$32.5K -619 -58%
SWA
668
SOA Wealth Advisors
New York
$20K – – –
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$20K +$262 +5 +1%
RAM
670
Riggs Asset Management
Pennsylvania
$19K – – –
PFBT
671
Parkside Financial Bank & Trust
Missouri
$19K +$420 +8 +2%
COCM
672
Charter Oak Capital Management
New Hampshire
$18K – – –
HPC
673
HM Payson & Co
Maine
$18K +$5.25K +100 +34%
CFO
674
CVA Family Office
Colorado
$17K -$44.3K -845 -70%
PB
675
Pinnacle Bancorp
Nebraska
$17K – – –
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