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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
676
9258 Wealth Management
Ohio
$561K -$32.1K -315 -6%
BFM
677
Boothbay Fund Management
New York
$557K -$2.59M -25,434 -83%
PFS
678
Prospera Financial Services
Texas
$555K +$98.3K +966 +22%
SWA
679
Stratos Wealth Advisors
Ohio
$555K -$96.8K -951 -15%
BTWM
680
Baker Tilly Wealth Management
Wisconsin
$552K +$10.8K +106 +2%
MG
681
Marex Group
$549K +$531K +5,218 New
LSA
682
Leonteq Securities AG
Switzerland
$545K +$83.9K +824 +19%
GAM
683
Guinness Asset Management
United Kingdom
$544K -$75.2K -739 -13%
BP
684
BNP Paribas
France
$542K +$30.5K +300 +6%
NI
685
NFC Investments
Tennessee
$541K – – –
HKAM
686
Horizon Kinetics Asset Management
New York
$532K – – –
FA
687
Fountainhead AM
New Jersey
$531K – – –
TA
688
TFB Advisors
Kansas
$530K +$41.9K +412 +9%
DS
689
DRW Securities
Illinois
$529K -$2.58M -25,369 -83%
VAS
690
Vestmark Advisory Solutions
Massachusetts
$528K +$220K +2,165 +76%
CSPIA
691
Cary Street Partners Investment Advisory
Virginia
$523K -$22.3K -219 -4%
GT
692
Glenview Trust
Kentucky
$521K +$162K +1,590 +47%
CWC
693
Carolinas Wealth Consulting
North Carolina
$516K -$3.26K -32 -0.6%
TC
694
TradeLink Capital
Illinois
$516K +$499K +4,900 New
SIC
695
Samalin Investment Counsel
New York
$515K -$45.1K -443 -8%
MWM
696
MGB Wealth Management
Texas
$515K +$15.3K +150 +3%
OIS
697
Okabena Investment Services
Minnesota
$511K -$1.17M -11,469 -70%
EIA
698
Edgemoor Investment Advisors
Maryland
$509K – – –
EA
699
Emerald Advisers
Pennsylvania
$509K +$492K +4,836 New
PCIA
700
Prime Capital Investment Advisors
Kansas
$506K -$1.61M -15,818 -77%
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