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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
676
Sage Rhino Capital
California
$927K +$6.6K +48 +0.6%
S
677
SignatureFD
Georgia
$916K -$52K -378 -5%
HAG
678
HighPoint Advisor Group
Illinois
$911K +$96.9K +704 +10%
FTWA
679
Fifth Third Wealth Advisors
Ohio
$911K +$46.6K +339 +4%
HVP
680
Hudson Value Partners
Florida
$906K +$1.08M +7,835 New
CCM
681
Corsair Capital Management
New York
$905K – – –
TAM
682
Trust Asset Management
Texas
$897K +$6.47K +47 +0.6%
PAG
683
Private Advisory Group
Washington
$894K -$240K -1,743 -18%
PWP
684
Pursue Wealth Partners
California
$893K +$1.06M +7,721 New
GP
685
Gridiron Partners
Pennsylvania
$892K -$124K -901 -10%
GWMIA
686
Global Wealth Management Investment Advisory
Florida
$881K +$126K +917 +14%
DAS
687
Dynamic Advisor Solutions
Arizona
$880K +$22.4K +163 +2%
NSG
688
Nalls Sherbakoff Group
Tennessee
$878K +$1.04M +7,591 New
SAM
689
Sompo Asset Management
Japan
$869K +$86.7K +630 +9%
LWMM
690
Legacy Wealth Management (Mississippi)
Mississippi
$865K +$335K +2,434 +48%
LW
691
Linscomb Wealth
Texas
$859K +$59.6K +433 +6%
FCM
692
FJ Capital Management
Virginia
$858K +$1.02M +7,424 New
FBT
693
First Bank & Trust
South Dakota
$858K +$13.5K +98 +1%
TCM
694
Triumph Capital Management
Colorado
$852K +$519K +3,770 +105%
MC
695
Moors & Cabot
Massachusetts
$850K -$46.6K -339 -4%
KNW
696
Kesler Norman & Wride
Utah
$847K +$670K +4,869 +198%
GC
697
Guidance Capital
Kentucky
$839K +$234K +1,700 +31%
MOS
698
MGO One Seven
Ohio
$838K +$476K +3,463 +91%
YMRC
699
Yorktown Management & Research Company
Virginia
$832K – – –
AI
700
Atom Investors
Texas
$824K +$980K +7,126 New
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