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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
676
Morningstar Investment Services
Illinois
$315K +$255K +3,768 New
UB
677
UMB Bank
Missouri
$315K
DGAM
678
Desjardins Global Asset Management
Quebec, Canada
$312K +$3.45K +51 +1%
TC
679
TAGStone Capital
North Carolina
$311K +$542 +8 +0.2%
SIM
680
SSI Investment Management
California
$311K -$948 -14 -0.4%
GT
681
Greenleaf Trust
Michigan
$310K +$5.28K +78 +2%
XT
682
XTX Topco
Cayman Islands
$307K +$251K +3,709 New
RFA
683
Resurgent Financial Advisors
Georgia
$307K
WPWM
684
Western Pacific Wealth Management
Illinois
$307K +$9.14K +135 +4%
SF
685
Summit Financial
New Jersey
$306K +$23.6K +348 +10%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$305K +$68 +1 +0%
BW
687
Bison Wealth
Georgia
$304K -$4.47K -66 -2%
DAS
688
Dynamic Advisor Solutions
Arizona
$303K +$24.6K +364 +11%
Arrowstreet Capital
689
Arrowstreet Capital
Massachusetts
$303K +$248K +3,657 New
LMKC
690
L.M. Kohn & Company
Ohio
$302K
WA
691
Wealth Alliance
New York
$301K +$246K +3,638 New
SP
692
Symmetry Partners
Connecticut
$301K -$88.8K -1,311 -27%
CLOS
693
Compagnie Lombard Odier SCmA
Switzerland
$300K
TA
694
TFB Advisors
Kansas
$298K -$4.81K -71 -2%
AAS
695
Avantax Advisory Services
Texas
$296K +$13.3K +196 +6%
CNBTD
696
Citizens National Bank Trust Department
Mississippi
$295K
GWM
697
Gitterman Wealth Management
New Jersey
$294K
PAM
698
Panagora Asset Management
Massachusetts
$293K
JIC
699
Johnson Investment Counsel
Ohio
$287K -$19.6K -290 -8%
AGC
700
Aspen Grove Capital
Colorado
$286K -$3.32K -49 -1%