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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
676
Merit Financial Group
Georgia
$761K -$99.7K -843 -13%
BTWM
677
Baker Tilly Wealth Management
Wisconsin
$758K +$66.4K +561 +11%
PFA
678
Petra Financial Advisors
Colorado
$750K +$679K +5,741 New
CW
679
CIC Wealth
Maryland
$750K +$6.51K +55 +1%
PSP
680
Principal Street Partners
Tennessee
$749K -$84.5K -714 -11%
GT
681
Glenview Trust
Kentucky
$744K +$88.1K +745 +15%
GT
682
Greenleaf Trust
Michigan
$743K +$216K +1,824 +47%
SAG
683
SageView Advisory Group
California
$741K -$142K -1,197 -17%
BP
684
Ballentine Partners
Massachusetts
$738K +$443K +3,744 +196%
IAS
685
Insigneo Advisory Services
Florida
$738K +$200K +1,693 +43%
Connor, Clark & Lunn Investment Management (CC&L)
686
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$736K – – –
VAS
687
Vestmark Advisory Solutions
Massachusetts
$734K +$71.5K +604 +12%
MGWM
688
Marks Group Wealth Management
Minnesota
$726K -$74.8K -632 -10%
SAM
689
Strategy Asset Managers
California
$726K +$657K +5,556 New
FH
690
FWG Holdings
Florida
$717K +$9.46K +80 +2%
HNB
691
Huntington National Bank
Ohio
$715K +$167K +1,414 +35%
IIC
692
Integrated Investment Consultants
Michigan
$706K -$225K -1,902 -26%
FMLI
693
Fukoku Mutual Life Insurance
Japan
$706K +$639K +5,403 New
KIA
694
KCM Investment Advisors
California
$705K -$27.6K -233 -4%
HKAM
695
Horizon Kinetics Asset Management
New York
$700K +$35.5K +300 +6%
CWC
696
Carolinas Wealth Consulting
North Carolina
$695K +$49K +414 +8%
BP
697
BNP Paribas
France
$692K +$17.7K +150 +3%
SWA
698
Stratos Wealth Advisors
Ohio
$689K +$710 +6 +0.1%
9WM
699
9258 Wealth Management
Ohio
$683K -$11.5K -97 -2%
CSPIA
700
Cary Street Partners Investment Advisory
Virginia
$683K +$30.6K +259 +5%