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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
651
D.A. Davidson & Co
Montana
$1.23M +$170K +1,158 +16%
SF
652
Synovus Financial
Georgia
$1.23M +$16.1K +110 +1%
S
653
SignatureFD
Georgia
$1.23M +$28.5K +194 +2%
AWM
654
Axxcess Wealth Management
California
$1.22M +$707K +4,816 +140%
WLG
655
Williamson Legacy Group
Indiana
$1.22M +$50.2K +342 +4%
FCP
656
Fidelis Capital Partners
Florida
$1.21M +$257K +1,754 +31%
TCM
657
Twin Capital Management
Pennsylvania
$1.21M -$17.3K -118 -1%
MAS
658
Meeder Advisory Services
Ohio
$1.2M +$40.8K +278 +4%
AWM
659
Avior Wealth Management
Nebraska
$1.2M +$74.2K +506 +7%
A
660
Allianz
Germany
$1.19M +$277K +1,890 +31%
AFWM
661
AMJ Financial Wealth Management
Virginia
$1.18M -$50.3K -343 -4%
SRC
662
Sage Rhino Capital
California
$1.18M +$734 +5 +0.1%
VAS
663
Vestmark Advisory Solutions
Massachusetts
$1.18M +$345K +2,351 +42%
GRP
664
Global Retirement Partners
California
$1.17M +$577K +3,933 +99%
CCM
665
Corsair Capital Management
New York
$1.16M -$27.6K -188 -2%
SAM
666
Sawgrass Asset Management
Florida
$1.16M -$274K -1,865 -19%
VT
667
Vise Technologies
New York
$1.16M +$672K +4,579 +142%
TAM
668
Trust Asset Management
Texas
$1.14M – – –
MC
669
Moors & Cabot
Massachusetts
$1.14M +$56.8K +387 +5%
VIM
670
Vinva Investment Management
Australia
$1.12M -$2.25M -15,311 -67%
CG
671
Caprock Group
Idaho
$1.12M +$213K +1,453 +24%
IFWM
672
Institute for Wealth Management
Colorado
$1.12M – – –
FTWA
673
Fifth Third Wealth Advisors
Ohio
$1.11M -$587 -4 -0.1%
IAS
674
Insigneo Advisory Services
Florida
$1.11M +$275K +1,877 +33%
UFF
675
USA Financial Formulas
Michigan
$1.11M +$97.7K +666 +10%
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