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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
651
Dorsey & Whitney Trust
South Dakota
$208K +$205K +3,380 New
AAS
652
Avantax Advisory Services
Texas
$208K +$205K +3,371 New
DAS
653
Dynamic Advisor Solutions
Arizona
$207K +$205K +3,368 New
CHA
654
Carmichael Hill & Associates
Maryland
$207K +$547 +9 +0.3%
SF
655
Summit Financial
New Jersey
$206K +$203K +3,346 New
CWP
656
Concord Wealth Partners
Virginia
$203K +$83.1K +1,369 +71%
KP
657
Keel Point
Alabama
$202K +$200K +3,286 New
OAM
658
Ostrum Asset Management
France
$199K -$1.4K -23 -0.7%
MCM
659
Manchester Capital Management
Vermont
$185K +$182K +3,001 New
WSC
660
Wellington Shields & Co
New York
$185K – – –
NFSG
661
Newbridge Financial Services Group
Florida
$183K -$22K -362 -11%
CG
662
Cutler Group
California
$177K -$313K -5,148 -64%
LFASL
663
Lugano Financial Advisors SA (LFA)
Switzerland
$176K -$88.1K -1,450 -34%
BBHC
664
Brown Brothers Harriman & Co
New York
$169K +$91.8K +1,512 +123%
BF
665
BOK Financial
Oklahoma
$166K +$1.09K +18 +0.6%
HT
666
Headlands Technologies
Illinois
$165K +$162K +2,672 New
MA
667
Montag & Associates
Georgia
$164K – – –
IGAM
668
iA Global Asset Management
Quebec, Canada
$161K +$159K +2,620 New
HCP
669
Hexagon Capital Partners
Arkansas
$158K -$6.25K -103 -4%
TFM
670
TFC Financial Management
Massachusetts
$157K – – –
CCP
671
Carmel Capital Partners
California
$150K +$31.1K +512 +27%
OP
672
ORG Partners
Indiana
$150K +$19.6K +322 +15%
WT
673
Whittier Trust
California
$141K – – –
SS
674
Sunbelt Securities
Texas
$140K – – –
IIM
675
Intact Investment Management
Quebec, Canada
$136K – – –
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